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Multiple Docusign Recipients


Hi everyone,

So I am using PreciseFP and docusign to send out a template that “could” have up to 4 different signors. I have already created my template in Docusign for the data to populate and the recipients. I do not see a spot when creating a ZAP to link in from my PreciseFP engagement any additional signers. I can select any recipient initially, but it only allows for one to be added. Help!

Best answer by nicksimard

Hi @Luke B!

That feature is not available at the moment, I'm afraid.

It's something other users have asked for so I've gone ahead and added your vote for this feature request. We’ll notify you via email when this gets added (unfortunately I don’t have an ETA I can provide).

 

Edit (May 18, 2023): The main topic relating to this feature request can be found here:

Please subscribe to that topic to be informed of any news or workarounds we may find!

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5 replies

robschmidt
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  • Zapier Expert
  • 617 replies
  • March 12, 2021

Hi @Luke B,

Can you share your DocuSign action step within Zapier screenshot? This will help understand the feature availability.

 


  • Author
  • Beginner
  • 4 replies
  • March 12, 2021

See below

 


  • Author
  • Beginner
  • 4 replies
  • March 12, 2021
Luke B wrote:

 

robschmidt wrote:

Hi @Luke B,

Can you share your DocuSign action step within Zapier screenshot? This will help understand the feature availability.

 

 


  • Author
  • Beginner
  • 4 replies
  • March 12, 2021
robschmidt wrote:

Hi @Luke B,

Can you share your DocuSign action step within Zapier screenshot? This will help understand the feature availability.

 

As you can see it only shows one place for 1 signer. :/


nicksimard
Forum|alt.badge.img+11
  • Zapier Staff
  • 2115 replies
  • Answer
  • March 13, 2021

Hi @Luke B!

That feature is not available at the moment, I'm afraid.

It's something other users have asked for so I've gone ahead and added your vote for this feature request. We’ll notify you via email when this gets added (unfortunately I don’t have an ETA I can provide).

 

Edit (May 18, 2023): The main topic relating to this feature request can be found here:

Please subscribe to that topic to be informed of any news or workarounds we may find!