The branching rule is great in theory but if you have a bunch of investment funds, and many templates for each, its not so useful in using the investors input to route to the correct template. Apparently Docusign only allows 4 nesting branches of branching rules, so you can really only route them to a total of 4 templates.
Thanks for the video. Just tried creating a Maestro and pulling in some webforms with branching logic but Maestro is saying the webforms are not compatible (i just built them) any advice?
Instead of a webform if I want to get data from a spreadsheet and use that data to drive my templates and to fill in the Name, address etc, will Maestro workflow be able to do that?
