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      What does the Send Document for Signature | Advanced (Beta) action do?

      New action for DocuSign: Send Document for Signature | Advanced (Beta)

      This new action allows a different way of configuring Docusign recipient using a custom mapping within a multiline text field. This way supports up to your accounts limit for recipient groups and envelope recipients, while still supporting custom HubSpot Fields found here. 

      Configure your DocuSign Action

      1. Follow steps  Here except for recipient configuration
      2. Configure your Recipient Configuration

      Recipient Configuration Example:

      **signer_1** ; group_1 ; signer_1 ; John Smith ; john.smith@integrationglue.com

      **witness_1** ; group_1 ; witness_signer_1 ; Jane Smith ; jane.smith@integrationglue.com

      **signer_2** ; group_2 ; signer_2 ; Jane Doe ; jane.doe@integrationglue.com

      **witness_2** ; group_2 ; witness_signer_2 ; ; 

      **signer_3** ; group_3 ; signer_3 ; Internal Team ; internal@integrationglue.com 

      **carbon_copy** ; group_4 ;  carbon_copy_1 ; Carbon Copy; carbon.copy@integrationglue.com

      Explanation:

      • **signer_1** ; group_1 ; signer_1 ; John Smith ; john.smith@integrationglue.com
        • **signer_1**  is the token where Docusign will place the Sign Here field.
        • group_1 is which group the recipient is placed in which changed when they will receive the email 
        • signer_1 is the recipient configuration that tells Docusign that this recipient is a signer & is the first signer.
        • John Smith is the name configuration of the recipient
        • john.smith@integrationglue.com is the email configuration of the recipient
      • **witness_1** ; group_1 ; witness_signer_1 ; Jane Smith ; jane.smith@integrationglue.com
        • **witness_1**  is the token where Docusign will place the Sign Here field.
        • group_1 is which group the recipient is placed in which changed when they will receive the email 
        • witness_signer_1 is the recipient configuration that tells Docusign that this recipient is a witness  & is the witness  for the first signer.
        • Jane Smith is the name configuration of the recipient
        • jane.smith@integrationglue.com is the email configuration of the recipient
      • **signer_2** ; group_2 ; signer_2 ; Jane Doe ; jane.doe@integrationglue.com
        • **signer_2**  is the token where Docusign will place the Sign Here field.
        • group_2 is which group the recipient is placed in which changed when they will receive the email 
        • signer_2 is the recipient configuration that tells Docusign that this recipient is a signer & is the second signer.
        • Jane Doe is the name configuration of the recipient
        • jane.doe@integrationglue.com is the email configuration of the recipient
      • **witness_2** ; group_2 ; witness_signer_2 ; ; 
        • **witness_2**  is the token where Docusign will place the Sign Here field.
        • group_2 is which group the recipient is placed in which changed when they will receive the email 
        • witness_2 is the recipient configuration that tells Docusign that this recipient is a witness  & is the witness  for the first signer.
        •  When the name and email field is empty for a witness it will ask the signer to provide a Name and email for the witness who will receive a email from Docusign to sign

      • **signer_3** ; group_3 ; signer_3 ; Internal Team ; internal@integrationglue.com 

        • **signer_3**  is the token where Docusign will place the Sign Here field.
        • group_3 is which group the recipient is placed in which changed when they will receive the email 
        • signer_3 is the recipient configuration that tells Docusign that this recipient is a signer & is the third signer.
        • Internal Team is the name configuration of the recipient
        • internal@integrationglue.com is the email configuration of the recipient
      • **carbon_copy** ; group_4 ;  carbon_copy_1 ; Carbon Copy; carbon.copy@integrationglue.com
        • **carbon_copy**  is used as a placeholder token. This will not place a Sign Here tab in the document
        • group_4 is which group the recipient is placed in which changed when they will receive the email 
        • carbon_copy_1 is the recipient configuration that tells Docusign that this recipient is a carbon copy & is the first carbon copy.
        • Carbon Copy is the name configuration of the recipient
        • carbon.copy@integrationglue.com is the email configuration of the recipient

      Configuration Info

      • Recipient Types

        • signer

        • carbon_copy

        • view

        • edit

        • witness_signer


      Document Configuration Info


      With the Send Document for Signature | Advanced (Beta) some tokens have been changed from the Send Document for Signature action 

      • Date Signed
        • **recipient_token.**date**
        • Signer 1 Example: **signer_1.**date**
      • Signature Initials
        • **recipient_token.**initials**
        • Signer 1 Example: **signer_1.**initials**
      • Signature Name
        • **recipient_token.**name**
        • Signer 1 Example: **signer_1.**name**
      • Recipient Company
        • **recipient_token.**company**
        • Signer 1 Example: **signer_1.**company**
      • Recipient Title
        • **recipient_token.**title**
        • Signer 1 Example: **signer_1.**title**

         

      This action supports custom HubSpot Fields which still act the same as the Send Document for Signature action you can find more information here