DocuSign batch—create email notification

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Create a Quickbase notification that fires the process when you want DocuSign Console to run.

Please use the following format while creating the notification:

  • Email: dsconsole@mail.quickbasetools1.com
  • Notification when: Please specify the conditions to send the notification based on your requirement.
  • Message Type: Custom message
  • Single record version
  • Subject: DocuSign for Quickbase Batch—Your company name
  • Message: [DocuSign Batch Arguments]

Here's an example notification—we set the notification to fire off when an Exact Forms Plus document has been generated (the Date is changed and is not empty).

Example Quickbase notification setup configured to trigger DocuSign Console, showing the subject and message fields filled in