DocuSign Multiple templates as one pdf

0
votes

I have been working with composite templates to generate an envelope from multiple templates (Template-A, Template-B).

It generates one envelope as expected, however, it shows up as two pdfs in the signer's email attachment: DocumentFromTemplate-A.pdf and DocumentFromTemplateB.pdf.

Using DocuSign API, how do I just have the user see both template documents in one pdf?

So ideally, the email would have combineddocument.pdf with both template documents one after the other.

1
docusignapi
I don't think this is directly supported, but I will check with a colleague to confirm. As an alternative, your integration could download the combined documents and Certificate of Completion, and email that to the signer(s). - Larry K
Agreed @Larry K I do not believe the email notification attachments can be modified to have a combined PDF. The DocuSign WebApp and API can however grab all the docs as a combined PDF. - Rickey S
The alternative mentioned, is the download only possible after the signers have completed signing? Or could integration download, combine it into one pdf and send it to signers for signing? - Smith
continued.....The reason we have it as 2 templates is explained below : Template-A is the application form template for signing. While template-B is the template for appendix to attach along with the form. Our code might generate multiple documents from template-B based on volume of appendix data. So ideally we were planning to have docFromTemp-A, Doc1FromTemp-B, Doc2FromTemp-B...sent to user as on document. Please also suggest if there are better ways to achieve this. - Smith

1 Answers

0
votes

to summarize the answer:

can't merge documents directly using the DocuSign platform/APIs. You can do that yourself in your application and upload the new combined document to replace the existing one.