How do I send a subscription document to a secondary party using DocuSign

With North Capital's DocuSign integration, it is possible to send a subscription document out for signature to both primary and secondary parties.

First, the Secondary Party will need to be data mapped to the template. Please verify that "SecondaryParty" is listed in the recipient list when editing the DocuSign template.

Second, please verify that the second party of the Joint account is listed as Secondary under Link Type.

Doing this will send the DocuSign envelope to the Primary party for signature followed by the Secondary party.