I notice in the DocuSign table there is a field called Role, which defaults to Signer. There are other choices for that field:
Does changing the Role on the Agiloft side change the Recipient Action on the DocuSign side?
What I need to do is create an envelope through Agiloft where the 1st Party Signer that I’ve chosen, receives the DocuSign message that asks them to Select recipient … where they input the name and email address of the person who actually needs to sign. I was just wondering if there was a way to trigger that through Agiloft, or if I should I edit the recipient roles on the DocuSign side.