Posted: 20 Oct 2017 16:09 EDT Last activity: 29 Nov 2018 12:27 EST
How to send a PDF document + Template from Pega to Docusign?
I have a requirement to send both PDF document (dynamic) and the signature Template (stored in Docusign) to Docusign in a single REST API Request call. I tried all possible ways but I couldn't. Looks like we can't send both and is a kind of limitation. Please let me know if any alternative for this.
***Edited by Moderator Marissa to update categories***
You cannot do both. You can either request signatures on a dynamic PDF/Word document OR a static document template already stored inside your DocuSign account. I personally find working with templates much easier than sending dynamically-generated documents along with each signature request.
If your documents have a consistent look and layout, and you simply need to "stamp" Pega case information into, definitely go with the template!