Hi Everyone,
I wonder if there are any updates or new approaches to the question of how to give Internal/Company Signers context for a signature request without having to manually create a private message to them every time?
The solution is quite manual, and adds up when processing a lot of agreements.
Best interim solution I've found so far is to include the following in the DocuSign envelope text and rely on the fact that external users can't access our Ironclad account, but it's not ideal:
"[Internal/Company] Signatories can access the workflow history here: https://ironcladapp.com/workflow/[WorkflowID]."
For background:
Solved: Re: DocuSign + Ironclad - how do the internal sign... - Ironclad Community (ironcladapp.com)