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In this video, I go over how to create mail merge documents directly within Docusign without using third-party tools. I explain how Docusign's document generation feature allows you to merge data seamlessly into templates while maintaining proper formatting and alignment. I also demonstrate two methods to set up these templates, covering both basic and more advanced options like conditional text and dynamic tables, which can adjust based on the data provided. Finally, I discuss the importance of integrating your templates with backend systems to automate the process further.
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CONNECT WITH ME
Website ► www.solusign.com
Book a Consultation ► bit.ly/4dzRhxt
LinkedIn ► www.linkedin.com/in/sofiansaoudi
Email ► hello@solusign.com
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Hi, I'm Sofian, a Document Automation Consultant. My goal with this channel is for Financial Services Professionals to spend more time with clients than on paperwork! So if you're interested in DocuSign tutorials and tips on how to make the most of your account, make sure to hit that subscribe button!
I post videos on setting up your DocuSign templates, integrations and I also share real-life examples.
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