When sending a document via docusign from a case, it will first take you to the docusign site to make any last minute changes (i.e. changing the name format to be first last instead of the default last, first)
Sending via docusign from intake actions as a referral/rejection will send the letter immediately, not allowing to change the name format from the docusign site.
This should be implemented to keep names in a specific format across intakes and cases.
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