DocuSign Envelope Custom Fields

Question

I am looking at automatically sending a document for signing using API and using a HTTP listener with DocuSign Connect for receiving the status of the document.

In the envelope, I will need to parse in certain information (eg. unique identifier for applications use) which I will need to retrieve in the XML message from the DocuSign Connect.

I am looking at using the Envelope Custom Field for this purpose, is this advisable?

Answer 1

I would agree that envelope custom fields will meet this requirement. One thing to keep in mind is that DocuSign also supports document level custom fields, as well as per recipient level custom fields.