ClickSign - Send documents to signature
Send documents from a files field to signature.
![](https://files.readme.io/6446fa0-small-Screenshot_2023-05-09_at_11.35.52.png)
With the action “ClickSign - Send documents to signature”, you can send documents from a files field to signature. automatically when the chosen trigger is activated.
Trigger -> Action
The most important thing about a trick is understanding its conditions and actions. They have a simple generic structure:
When the condition (trigger) happens, then do (action).
Trigger -> Action
How to create
You just have to click on the "+ Automations" icon on the upper right corner of the screen to open the No code automations panel, and then on the "+ Create new automation" button:
![Screen Shot 2022-08-15 at 18.08.43.png 464](https://files.readme.io/bfd5320-Screen_Shot_2022-08-15_at_18.08.43.png)
Select the trigger of your choice to activate the action, then select the "ClickSign - Send documents to signature" action, and fill in the options:
- Connect with your ClickSign account
![](https://files.readme.io/92c1f7f-small-Screenshot_2023-05-09_at_11.36.25.png)
Updated about 1 year ago