I am in the process of building out functionality to use Nintex DocGen and DocuSign. DocGen will produce the legal documents and DocuSign will do the electronic signature. Once the DocuSign portion is done, your completed document with esignature will be stored in the NOtes and Attachments related list on the DS envelope record. Does anyone know if we decide to get rid of DocuSign and go with a different partner, would we lose those signed documents that are in the Notes and Attachments relted list on the DocuSign envelope? Just asking for sanity check. Not that this may happen but if it did, I'd love to have a contingency in place.
Thanks so much!!
Best,
Marie
2 réponses
Hi Srinivasa!
Can you just clarify what you mean by "you will lose the access to using the documents and storing function going forward.". Just want to make sure I don't misconstrue.
Thanks,
Marie
