I have a template in Docusign which has two document uploaded for the template, how can i go about using the action “send envelope using document” and add two attachment to the request while maintaining the Document Source = one , the reason i want that is the recipient receives one email and is able to sign both pages, if I choose Two as the number of document source it requires a separate/second template and sends two separate emails which can get confusing to the recipient. any help would be appreciated.
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+6- Zapier Staff
- 3527 replies
Hi
Welcome to the Community.
To send two documents in one Docusign envelope via Zapier with a single email for signing, you can use multiple templates or combine the documents into a single file. To avoid various templates, merge the PDFs using Adobe Acrobat, upload the combined file to Docusign, and create a template with signing fields. Then, use this template in Zapier to ensure the recipient receives just one email. However, updating the combined file may be necessary if your documents change frequently.
I hope this helps. If you have any further questions or need more assistance, please don't hesitate to ask.
+11- Community Manager
- 9662 replies
Hi there,
How are things going on this? Did Jammer’s suggestion help to point you in the right direction or did you find a different solution?
Want to make sure you’re all set here so please let us know if you’re still stuck at all! 🙂
- Beginner
- 1 reply
- Answer
I ended up combining the documents in a zap step and reconfigured the template
+6- Zapier Staff
- 3527 replies
Hi
Combining documents within a Zap step and reconfiguring your template is a smart way to streamline your workflow, making your automation more efficient. If you encounter any challenges or have questions during the process, support is readily available to help ensure your Zaps function smoothly and effectively. Thank you for sharing this to our Community.
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