This new feature set different e-mail subjects and messages to DocuSign-recipients. In the SignXml it is now possible to define a different subject and a message for each recipient. This feature can be used currently only in the Dynamics 365-workflow, when creating the AutoMergeWorkingItem. Learn more about DocuSign.
How it works
The SignXML needs to be set in the AutoMergeWorkingItem in the “Name“-field of the group “Sign Document“.
Please note: The data field is very small and so the entire content of this XML cannot be seen. Use for linebreaks: \n.
With this function, e-mails could be sent adapted to the signing. Here is an example of the SignXML where recipient ❶ and recipient ❷ has different messages.
That’s it! We appreciate your feedback! Please share your thoughts by sending an email to email@example.com!