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DocuSign Signature Locations

Jonathan_Warren
Champ in-the-making
Champ in-the-making

Has the integration been updated yet to allow for the signature locations to vary based on the length of a document?

1 ACCEPTED ANSWER

Carolyn_Kane
Elite Collaborator
Elite Collaborator

Hi Jonathan,

Some enhancements have been added to help with variable-length documents, but our integration does not have a dynamic way to adjust without user intervention.  For variable-length documents, where pre-configured placeholders are not an option, we recommend making those adjustments in the DocuSign interface. If using Workflow, the action should include the "suppress signer notification emails" option.  The document will be uploaded to DocuSign into a draft status, and a user can log into DocuSign and make the necessary changes. 

If uploading from the Unity "DocuSign" button, the user can upload a selected document and open it directly in the DocuSign interface for editing without having to log in separately to DocuSign.  This is a convenient way to make changes to signature placeholders on a document-by-document basis. 

View answer in original post

3 REPLIES 3

Carolyn_Kane
Elite Collaborator
Elite Collaborator

Hi Jonathan,

Some enhancements have been added to help with variable-length documents, but our integration does not have a dynamic way to adjust without user intervention.  For variable-length documents, where pre-configured placeholders are not an option, we recommend making those adjustments in the DocuSign interface. If using Workflow, the action should include the "suppress signer notification emails" option.  The document will be uploaded to DocuSign into a draft status, and a user can log into DocuSign and make the necessary changes. 

If uploading from the Unity "DocuSign" button, the user can upload a selected document and open it directly in the DocuSign interface for editing without having to log in separately to DocuSign.  This is a convenient way to make changes to signature placeholders on a document-by-document basis. 

Carolyn,

Which versions of OnBase is this functionality available in?

The functionality I mention above was added in OnBase 14. See the OnBase 14 posts in the blog for more information: www.onbase.com/.../business_information