如何发送多个文档以签名DocuSign for Salesforce

Question

Please can someone assist me. I am new to DocuSign. I have a project I am working on whereby the customer wants to be able to send multiple documents to a recipient for signature. From the standard DocuSign set up, you can add documents upon envelope creation but I am looking for a way to automate this. For instance I created a custom button that automatically sends the envelope to a recepient. But it seems I can only add one document template there. Could someone please advise me on what to actually do or where to look because I cant seem to find anything. I see some recipies on the DocuSign help but they are in python etc and I want instruction on Salesforce.

Answer 1

POST
https://demo.docusign.net/restapi/v2/accounts/[accountId]/envelopes

In your create envelope body, you can specify multiple documents like:

emailSubject: "subject", recipients: { signers: [{ recipientId: 1, email: "signer@email.com", name: "Signers name" }]}, documents: [{ documentId: 1, filePath: 'your/path/here/1', }, { documentId: 2, filePath: 'your/path/here/2', }],