1

I'm trying to use Conga and DocuSign parameters to add an email recipient to the DocuSign envelope rather than an Id.

Here are the parameters I am using:

&templateid=templateId
&DocuSignR1Email=emailAddress
&DocuSignR1Name=firstname+lastname
&DocuSignR1Role=Signer+1
&DocuSignR1Type=Signer
&DS7=7

When I do that, it finishes in Conga and brings me to the DocuSign page, however the Recipient it created doesn't retain the email or name:

enter image description here

However, if I switch the email and name parameters with the Id parameter, the Recipient fills in with the correct Contact:

&templateid=templateId
&DocuSignR1Id=contactId
&DocuSignR1Role=Signer+1
&DocuSignR1Type=Signer
&DS7=7

What am I doing wrong with the email and name parameters?

closed as unclear what you're asking by Mohith Shrivastava, glls, Pranay Jaiswal, Lukas Lunow, Raul Jun 4 at 11:48

Please clarify your specific problem or add additional details to highlight exactly what you need. As it's currently written, it’s hard to tell exactly what you're asking. See the How to Ask page for help clarifying this question. If this question can be reworded to fit the rules in the help center, please edit the question.

1

The issue I had was that the Sandbox I was working in was using a trial version of DocuSign. It appears these features are unavailable in the trial version.

Once I tried it in a Sandbox with an active DocuSign license this worked as expected.

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