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MKANT001 Member since 2006 1 post
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Posted: 3 years ago
Last activity: 3 years 7 months ago
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Integration with DocuSign (need help initiating a template in DocuSign)

Hi there,

We have gone through extensive documentation provided by DocuSign and Pega to send documentation to DocuSign. In all the examples and screenshots, it talks about sending a PDF /document from Pega (as an attachment) to DocuSign establishing the tags, prefilling the information.

Our business requirement is to trigger a preloaded DocuSign template and populate information into that template and then trigger the signature process.

What kind of changes have to be made to the 3 data-transforms to meet this need?

prepareNewEnvelope Data Transform allows you to set a pyTemplateID which we tried but we are not sure of how to structure the data-transform in that case.

Any help initiating templates would be of great help.

***Moderator Edit: Vidyaranjan | Tagged thread as SR Exists***

Data Integration SR Exists
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