質問
Is it possible to automate the sending of a second e-sign template to the same recipient based on their response in a completed first e-sign template?
Automating a Follow-Up E-Sign Template Based on a Radio Button Selection
Current Workflow:
- Template 1 (sent to all clients) is sent manually.
- Once the recipient signs and completes Template 1, staff review the response.
- If the recipient selected "Yes" on a specific radio button in Template 1, staff then manually send Template 2 (only applicable to select clients).
Desired Automation: We would like to eliminate the manual step of sending Template 2. Instead, we'd like the system to automatically trigger and send Template 2 to the same recipient when the "Yes" radio button is selected in the completed Template 1.
