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Auto-Fill Broker Information from DocuSign Details to DocuSign Forms

Our state has forms that require the broker information the be filled in, but even when we enter the broker information in DocuSign details, the information does not populate into DocuSign forms.

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  • Jeanne Howe commented  ·   ·  Report

    Broker Signatures are highly important for document compliance. While Command auto populates the Agent/Opportunity Owner's details & client details from Command to a DocuSign Room/Envelope, it would be highly beneficial for the Broker's details to also pull over from Command to DocuSign. At present, we must manually enter the Broker's details which can create room for error. As the broker details will not change, this should pull over the same as the agent contact info does.