Posted: 13 Oct 2017 16:46 EDT Last activity: 16 Oct 2018 12:03 EDT
How to send a PDF document to Docusign?
I am able to call the template from Docusign and I am able to send the email to the recipient from Docusign. But I would like to know the steps for sending the document (PDF) after we capture from the application to Docusign from our process flow. Can someone please guide me on this?
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If I understand your problem correctly, you want to know how to send a PDF that is attached/uploaded at runtime in your application over to docusign instead of invoking a template already stored in docusign..
I was doing a POC a while back and it seems like the default Data transform "pyPrepareNewEnvelope" has configuration to loop over case attachments and send them to docusign in step 188.8.131.52 and its child steps. I have tried using it as-is and it worked. I was able to send a pdf to docusign and get the signed pdf in return which is automatically attached to the case. You might have customized the data transform in your application to remove this logic. Try putting it back see how it goes. You can even customize that logic to loop over specific type of attachments in-case you do not need to send all of them over to docusign.
Also, can you give an overview on how to invoke docusign template via the data transform configuration as you said you were able to do so in you question?
Thank you Tarun for the reply. Whatever you understood from my req stand point is exactly right. After sending the document, I want to get the signed doc back to PEGA as you mentioned. We both are in same synch now. If you can send me the screenshot of how you sent it like that, that would be great for me. Coming to the template part, here is the article for your info. Pls check and let me know.