Docusign + ShareFile
Upload completed DocuSign envelopes to ShareFile as new files
Streamline your document management process with this efficient workflow. When an envelope is sent or completed in DocuSign, the file will be automatically uploaded to ShareFile. This seamless integration saves time and keeps your documents organized, making it easier to track the status and access important files whenever needed.
Streamline your document management process with this efficient workflow. When an envelope is sent or completed in DocuSign, the file will be automatically uploaded to ShareFile. This seamless integration saves time and keeps your documents organized, making it easier to track the status and access important files whenever needed.
- When this happens...Envelope Status Updated
Triggers when an envelope is sent, completed, voided, or declined. When this step triggers, Zapier will temporarily store documents in your envelope for processing and replaying in later Zap steps and data associated with the selected envelope. Zapier will only fetch data and documents for envelope types that have been selected.
- automatically do this!Upload File
Allows user to upload a file to the selected folder.
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