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Question

 Ravi Kumar Pisupati (Mr. Ravi Kumar Pisupati)
GovCIO
Pega Lead Solutions Architect
GovCIO
US
Mr. Ravi Kumar Pisupati Member since 2024 90 posts
GovCIO
Posted: Oct 20, 2017
Last activity: Nov 29, 2018
Posted: 20 Oct 2017 16:09 EDT
Last activity: 29 Nov 2018 12:27 EST
Closed

How to send a PDF document + Template from Pega to Docusign?

Hi,

I have a requirement to send both PDF document (dynamic) and the signature Template (stored in Docusign) to Docusign in a single REST API Request call. I tried all possible ways but I couldn't. Looks like we can't send both and is a kind of limitation. Please let me know if any alternative for this.

Thanks,

Ravi Kumar.

***Edited by Moderator Marissa to update categories***

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Data Integration

Posted: 5 years ago
Posted: 29 Nov 2018 12:27 EST
Bence Magyar (Bence_Magyar) Senior Product Manager
Pegasystems Inc.
US

Hi Ravi - 

You cannot do both.  You can either request signatures on a dynamic PDF/Word document OR a static document template already stored inside your DocuSign account.  I personally find working with templates much easier than sending dynamically-generated documents along with each signature request.

If your documents have a consistent look and layout, and you simply need to "stamp" Pega case information into, definitely go with the template!

 

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