Use Case:
- We have a workflow that when kicked off generates two documents that need to be signed
- The documents are sent to the counterparty, but often times the counterparty tells us that one of the documents will need to be routed to a different person to sign
Requested Solution:
- Send separate Docusign (eSignature) packets for each of the documents in the workflow
- If in a multi-doc workflow with 4 docs (MSA, DPA, SLA, SOW), I may want the MSA, DPA, SLA to be grouped into one Docusign (eSignature) packets, while the SOW is in another Docusign (eSignature) packets. Or perhaps all 4 docs are split into 4 separate Docusign (eSignature) packets
I imagine this would be a part of the settings in the Sign -> Signature Experience section - with a default of all Documents combined into just one Docusign (eSignature) packet.
Also - combined with these other ideas, this makes the options very customizable.
Idea: Contract Families & Parent/Child relationships in WFD
Idea: Option to save Signed multi-doc workflow agreements Separately (instead of Combined)