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My transactions usually have the same signer for the first and third signer.

Where is the setting to allow external signers to have the same name and email? I cannot find it on the Account Configuration page.

Hi, I created a console application (using .NET SDK) to retrieve field values and save them to a SharePoint list, but I would like to set it up to run whenever a package is completed.

I'm not having any luck with the code below to retrieve approvals. It's not outputting anything. Any ideas why?

 

Hi,

On the attached code, the template created always include myself as a signer. How can I stop this from happening?

Replies Created

Reply to: Having One Signer Sign Twice in the Signing Order

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Hi, I really need this feature for a template I am trying to create where signer1 signs the first document, signer2 signs the second document, and then signer1 signs the third document. The documents have to be signed in this order. Is there an ETA for when this feature will be available, or a non-integrated workaround? Thanks, David


Reply to: Having One Signer Sign Twice in the Signing Order

0 votes

Thanks. I will set up the template so that signer1 signs the first document, signer2 signs the second document, and signer3 signs the third document, but I will specify that signer1 and signer3 are really the same person and should use the same email address, and I will instruct this person not to use their middle initial for signer1 and to always use their middle initial for signer3.

David


Reply to: Retrieving field values

0 votes

Thanks--could it be done using the .NET SDK? The only example of retrieving field values I was able to locate on this site showed how to write the field values to the debugger.


Reply to: Retrieving field values

0 votes

Great--thanks. For this particular transaction, there would only be one signer. It's a quarterly report form template using Fast Track. We want to be able to retrieve the field values so they can be used elsewhere.


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My transactions usually have the same signer for the first and third signer.

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Where is the setting to allow external signers to have the same name and email? I cannot find it on the Account Configuration page.

1 1 year 7 months ago 31
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Hi, I created a console application (using .NET SDK) to retrieve field values and save them to a SharePoint list, but I would like to set it up to run whenever a package is completed.

1 1 year 10 months ago 20
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I'm not having any luck with the code below to retrieve approvals. It's not outputting anything. Any ideas why?

 

4 2 years 1 month ago 68
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