DocuSign - Send documents to signature
Send documents from a files field to signature.
With the action “DocuSign - 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 "DocuSign - Send documents to signature" action, and fill in the options:
- Connect with your DocuSign account
![](https://files.readme.io/29a740c-small-Screenshot_2023-05-09_at_11.47.56.png)
- Add signers information
![](https://files.readme.io/0f5db1b-small-Screenshot_2023-05-09_at_11.48.35.png)
![](https://files.readme.io/27f4016-small-Screenshot_2023-05-09_at_11.48.42.png)
- Add carbon copy recipients(optional)
![](https://files.readme.io/16fc64d-small-Screenshot_2023-05-09_at_11.49.57.png)
Updated about 1 year ago