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Send for Signing Configuration

 

The following fields are available for DocuSign if a new party is added in the 'Send for Signing Configuration' dialog. Access this dialog here:

Thereforeā„¢ Solution Designer > Workflow > create or open a workflow process > create or open a 'Send for Signing' task > click 'Edit'

 

Setting

Mandatory

Type

Description

Role

Yes

String

The added party's role

E-mail

Yes

String

The added party's e-mail address

Name

No

String

The added party's name

Phone

No

Number

The added party's phone number

Signature Type

No

String

Set either 'DS Electronic' or 'DS Signature' Appliance. The default value is 'DS Electronic'.

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