Does anyone know a solution from the problem described below:
The fields will populate with the correct information in a DocuSign template, but only when one recipient is required to do a task in the envelope (sign, etc.).
Once a second recipient is added to complete a task (Sign,etc.)the envelope fields will not populate and requires each recipient to input the information manually into the document.
For example,
I’ve made an envelop template with 2 recipients
- I’ll test the template with all the fields listed below for 1(RED):
- Full Name
- Address
- Account Type
- Signature
- EVERYTHING WORKS AS SHOULD WHEN NO ROLES ARE ASSIGNED TO 2(BLUE)
- Now, I’ll assign the fields for 2(BLUE):
- Full Name
- Address
- Account Type
- Signature
- ONCE 2(BLUE) IS ADDED THEN THE TEST ZAP WON'T POPULATE FIELDS FOR EITHER 1(RED) or 2(BLUE)……..
Is there something I am overlooking or not doing? Will I need to use an API to have more than 1 signer in a template? If so, is there a good direction for me to look in on how to do that?
Does anyone know if there is this same type of problem with other services like PandaDoc?
All help is appreciated. It might be a simple fix, but I am not sure.
Thanks
