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Support for custom DocuSign engagement letter template with field merge and DocuSign signer and date tags

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Support for custom DocuSign engagement letter template with field merge and DocuSign signer and date tags

TOM HB

Create the ability for users to create a Word document template for engagement letters where key fields (e.g. company name, address, signer name, etc.) can be merged and then sent to DocuSign.  The tag placement for signer and date can be done within Word using anchor strings that are supported by DocuSign. Then create the ability to send the engagement letter in batch, similar to batch extension filing.  

Status: New
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