In order to create a DocGen Package with an eSignlive delivery option that has one recipient be a viewer only, you must remove the Sign Option for the recipient. The recipient will still be added to the eSignlive transaction, but since no signatures are required from them, they can just...
MassLOOP Documents and Send Through DocuSign via Dynamic Name Email
Problem: You are trying to use Nintex Doc Gen’s MassLOOP feature to generate multiple documents and send through DocuSign using Dynamic Name Email. And it just isn’t working… That’s because it’s not supported. Now what? Read below for the work around. Solution: The great thing about Nintex Doc Gen...
Embedded Signing: Route via Client Code
If you read my previous post regarding the Nintex Drawloop + DocuSign ‘Embedded Signer’ feature, you know its pretty slick. What if you want to set up TWO embedded signers? First, you will need to navigate to your second recipient option and set the Embedded Signer field to ‘Route...
What are these DocuSign Recipient Types within Nintex Drawloop?
If you use Nintex Drawloop + DocuSign you have probably using the Signer recipient type and are wondering what the different recipient Types are and when they can be used. Below we break down what each recipient Type does and provide use case examples: Agent If you do not...
Automated Document Generation with Nintex Drawloop
Many people would like to automate the document generation process when an action is taken such as a field is updated. This can be done by configuring Nintex Drawloop to use a workflow and outbound message. This is often called at automated DDP. Use the detailed guide below to...
How to select a Specified Signer when sending via Drawloop + DocuSign
If you are integrating Drawloop + DocuSign and unsure which Specified Recipient to select use this guide below: User Selected ContactThe recipient is a Contact and is selected by the User running the DDP at the time the DDP is being ran. Current UserThe recipient is the User running the...