Hi,
I have a requirement to create a record producer that displays a URL in the portal. When a user clicks on the URL, they will be redirected to a DocuSign document form. Some fields in this form will be filled in manually, while others will be auto-populated based on the currently logged-in user's information. The form will also include a signature field for the user to sign.
After the user submits the form by clicking the submit button, a record should be created in the workplace case table. This record will include an attachment of the completed document form.
I have a DocuSign account as well.
Please help me understand the process and steps needed to accomplish this.
@Ankur Bawiskar @Allen Andreas @Pradeep Sharma @Mark Roethof @Chuck Tomasi @Community Alums @Jaspal Singh
