Creating flexible document signing process with DocuSign anchor strings and Airtable

Photo by Lewis Keegan on Unsplash

Using Make.com , Airtable and DocuSign.

This is just a draft of future article.

Make scenario:

Docusign custom call is making a following request

POST /v2.1/accounts/{accountId}/envelopes

Payload:

{
 "status": "sent",
 "documents": [{{10.text}}],
 "emailSubject": "{{2.`Company Name`}} -your agreement with Company A {{formatDate(now; "DD.MM.YYYY HH:mm")}}",
 "recipients": {
  "signers": [
   {
    "email": "{{1.email1}}",
    "name": "{{1.name1}}",
    "recipientId": "1",
    "routingOrder": "1",
    "tabs": {
     "signHereTabs": [
      {
       "anchorString": "Name: {{1.name1}}",
       "anchorXOffset": "20",
       "anchorYOffset": "-20",
       "anchorIgnoreIfNotPresent": "true",
       "anchorUnits": "pixels"
      }
     ]
    }
   },{
    "email": "{{2.Email}}",
    "name": "{{2.`CEO/Founder Name`}}",
    "recipientId": "2",
    "routingOrder": "2",
    "tabs": {
     "signHereTabs": [
      {
       "anchorString": "Name: {{2.`Your Name`}}",
       "anchorXOffset": "20",
       "anchorYOffset": "-20",
       "anchorIgnoreIfNotPresent": "true",
       "anchorUnits": "pixels"
      }
     ]
    }
   }
   
  ]
 }
}

The value of “documents” {{10.text}} consists of following:

and {{11.extensions}} are created this way:

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