How To Use DocuSign Maestro In 2024 (Beginner Tutorial)

[@Solusign]

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[@Bruce_Brown]

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?

[@Solusign]

Try duplicating your webform and adding it to Maestro again

[@rileywilliams7860]

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.

[@NoDoglapan]

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?