Filtering Envelopes based on a type

Question

I have a situation where I want to be able to differentiate between envelopes based on a \'type\'. For example, I\'ll have quotes and invoices, both of these can be sent to the

Answer 1

More good news: the DocuSign Sending web tool automatically enables the sender, from the web tool, to set the Envelope Custom Fields.

So if you are sending envelopes programmatically or your users are sending them, it is easy to set custom field values.