Updating DocuSign Envelope Templates

The fmESignature Link file includes support for working with DocuSign Templates. DocuSign Templates are perfect for almost any Docusign workflow that you do over and over again, for example sending the same document/s to different recipients such as non-disclosure agreements and rental agreements.

DocuSign Templates allow you to include one or more documents and configure placeholder roles (e.g. landlord and tenant for a rental agreement) which you then assign recipients to – the recipients and signers will likely change every time you use the template.

For Templates that don’t change the fmESignature Link solution can be used to quickly create a DocuSign envelope and assign recipients to the roles and send the envelope via the DocuSign API. However there may be situations where you need to replace one or more documents in a Template with a dynamically generated file – the documents in the template act as placeholders for the actual document you wish to send.

We've worked with a number of clients to implement custom workflows that perform a number of actions with DocuSign Templates, for example:

1. create a new Envelope using the DocuSign Template and set the status to ‘Draft’ so that it is not sent
2. create multiple PDF files from FileMaker and replace the placeholder files in the Envelope with these PDF files by updating the Envelope Documents
3. we also were able to remove roles that were not required for individual Envelopes (for example where a patient did not have a partner that also needed to sign an agreement)
4. once the Envelope had been updated with the new PDF files and any redundant signer roles removed we then changed the status of the Envelope to ‘sent’ and the email was then sent by DocuSign to the first recipient/signer

If you would like to discuss creating custom integrations with DocuSign Templates like the one outlined above please get in touch to arrange a free consultation to discuss your requirements.