Reputation: 192
I am using Demo account for testing and I have prod account as well.
I want to achieve one functionality as mentioned below:
I have four documents A.pdf, B.pdf, C.pdf and D.pdf.
I want to add these documents to docusign as separate - separate templates i.e. 4 documents means 4 templates.
Only Template A will have Signer(I need to send only this document to end user once it is signed) rest of templates will not have signers.
I want to use these 4 templates in powerforms(Since I need to get sign on each document but has to send document A.pdf to end user), but issue is I can't use all 4 templates in a single powerform.
Docusign does not have ability to add more than one template.
Can you suggest me; how to achieve it in docusign
Upvotes: 0
Views: 427
Reputation: 2702
PowerForms are a 1:1 ratio of PowerForm:templates. I would recommend creating one template with the 4 documents (A,B,C, and D all included).
Upvotes: 0