Dynamic tags

A guide..

We can get access to most Bullhorn fields using the dymanic tags to pull in the information into file name and Docusign update field

Sorted by per entity - as the entity you create your template for matters except for the document sender.

Dates in file name

Custom

We also have the opportunity to use Javascript to pull in names from Bullhorn fields into both the Docusign recipient and the email if need be. This means e.g if a signer's infomation lives in certain fields or custom fields we can set it up to auto-pull in the name and email instead of manually having to enter the Reciient information each time

E.g.

Contract approver's name: customText2

Dynamic tags used to pull in the Contacts's name and email:

[(${custom.out.contactName})] [(${custom.out.contactEmail})]

Plus script!