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    ALERT: This site will be decommissioned at the end of December 2018. All existing and new Nintex knowledge content will be available within the new Knowledge Base area of the Nintex Community site. 

    Nintex Knowledge Base

    How to align multiple signers in the template file using NWC and DocuSign

    Status: Pending Clean Up

    TOPIC
    How to align multiple signers in the template using NWC and DocuSign
    INSTRUCTIONS
    In order to align multiple signers in the template file using their respective tags, please see instructions below:

    1) In DocuSign Account
    Navigate to My Preferences > Signing and Sending > Custom Fields > Click on “+ Add New Field” 
    a. Name: Preferred name for your custom tag (i.e CustomSignHereTag) 
    b. Type: Select the type as preferred (i.e Signature)
    c. AutoPlace Text: This is the tag to use in the template file. Make sure to append {r} for multiple recipients. (i.e dl.SignHere.{r}) See image below: 

    User-added image

    2) Template file
    -Use the tags created previously in the DocuSign Custom Fields.
    -Replace the {r} with the number of the recipient (i.e dl.SignHere.1)
    See image below: 

    User-added image


    3) Nintex Workflow
    Add the “Get Signature” action
    a. Connection: Select the DocuSign Account connection 
    b. Location: Select “File variable” 
    c. Variables: The template file 
    d. Recipient: Add as many recipients as preferred 

    User-added image


     
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