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:

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

- Add signers information


- Add carbon copy recipients(optional)

Updated almost 2 years ago