How to Extract Physical Offer from ORC — Cloud Customer Connect
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How to Extract Physical Offer from ORC

Summary:

Hello,

We are currently in progress of developing a custom integration with ORC and DocuSign via API feeds. We are looking to send DocuSign the completed offer letter template from within ORC once it is generated (i.e. after offer approved but before offer extended). It is our understanding that the offer is not physically located within ORC at this time.

1. It can be previewed using the Actions > Preview Offer, but our question is where does this reside while in preview mode? It seems to be a black box and not really exist for an API to pull the information.

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