Configuring Document Type Auto-Name Strings - Integration for DocuSign eSignature - English - Foundation 22.1 - OnBase - external

Integration for DocuSign eSignature

Integration for DocuSign eSignature
Foundation 22.1

Document Auto-Names in OnBase can display up to 255 characters; however, DocuSign file names must be 80 characters or less. If DocuSign truncates a document Auto-Name because it is more than 80 characters, the document cannot be imported back into OnBase.

Auto-Names for Document Types used for signing should be configured to ensure the document name is always less than 80 characters, regardless of the variables dynamically generated for the Auto-Name when the document is first imported into OnBase.

Additionally, when a document is uploaded to DocuSign, the document handle of the document is appended to the document name. This should also be taken into account when configuring the Document Type Auto-Name.