When sending two document sets at the same time, there is inconsistent behavior
When sending two document sets at the same time, there is inconsistent behavior. Let’s say; you want to send two contracts as a part of the same document set. The homeowner will receive two separate emails.
Sequence of actions taken:
a) add two document templates
b) At the project level, selected the two we wanted to send at the same time
c) Originally, the customize button, which allows you to edit the subject line and email body was there,
d)edit the form and sent
e) When the document is received received, the homeowner gets two emails
f) One is an email with the custom subject line with a PDF, is not a DocuSign document, and only had one of the contracts. It has two price table pages and two material pages without the secondary contract that was added to the template.
g) A second email comes through, and it has the Docusign contract, but it is missing materials, the pricing table, and the second contract uploaded to the second document.
vanessa retamoza
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