Connect Docusign and ShareFile to unlock the power of automation
- No credit card required
- Free forever for core features
- 14-day trial for premium features and apps
Set up your first integration
Quickly connect Docusign to ShareFile with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Docusign with ShareFile - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "Click Agreed" from Docusign.
Add your action
An action happens after the trigger—such as "Add Note" in ShareFile.
You’re connected!
Zapier seamlessly connects Docusign and ShareFile, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- Click Agreed
Triggers when a recipient accepted a clickwrap agreement.
Try ItTriggerInstant - Events to MonitorRequired
Try ItTriggerInstant- Envelope Corrected
Triggers when an envelope is corrected.
Try ItTriggerInstant - Envelope Declined
Triggers when an envelope is declined.
Try ItTriggerInstant
- Click Declined
Triggers when a recipient declined a clickwrap agreement.
Try ItTriggerInstant - Envelope Completed
Triggers when an envelope is completed.
Try ItTriggerInstant - Envelope Created
Triggers when an envelope is created.
Try ItTriggerInstant - Envelope Deleted
Triggers when an envelope is deleted.
Try ItTriggerInstant
Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023
93%
Customers who say using Zapier has made them better at their job
25m
Customers have created over 25 million Zaps on the platform
6 mins
The average user takes less than 6 minutes to set up a Zap
Practical ways you can use Docusign and ShareFile
Archive signed documents in ShareFile.
When a document is signed and marked as completed in DocuSign, Zapier automatically uploads the completed document to a specific folder in ShareFile. This ensures secure storage of agreements and provides easy access for future reference, saving time spent on manual uploads and improving document management efficiency.
Business Owner
Backup completed envelopes to ShareFile.
When an envelope is completed in DocuSign, Zapier automatically uploads it to a specified folder in ShareFile. This creates a reliable backup system, ensuring important files are securely stored and readily accessible without requiring manual intervention.
ITLearn how to automate Docusign on the Zapier blog
Frequently Asked Questions about Docusign + ShareFile integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Docusign and ShareFile
How do I initiate a DocuSign request using ShareFile?
To initiate a DocuSign request using ShareFile, you need to create or open a file in your ShareFile account and select the 'Send for Signature' option. This triggers the integration with DocuSign, allowing you to map document fields and specify signers directly within the ShareFile interface.
Can I automatically save signed documents from DocuSign back into ShareFile?
Yes, you can set up an automatic action where once a document is signed in DocuSign, it is saved straight back into a designated folder in your ShareFile account. This ensures that all documents are organized and accessible without manual uploads.
What kind of files can be sent for signature from ShareFile via DocuSign?
You can send most document types supported by both platforms for signature, including PDFs, Word documents, and image files. Once uploaded to ShareFile, these files can be selected for sending through DocuSign.
Is it possible to track the status of a sent document in both DocuSign and ShareFile?
Yes, after initiating the signing process from within ShareFile, the status of the document is synchronized with your DocuSign account. You can track whether it has been viewed or signed directly in either application.
How do we handle multiple signers on a single document using our Docusign integration?
When preparing documents for signature through DocuSign via our integration with ShareFile, you can specify multiple signers along with their signing order. The system will automatically manage notifying each signer as per this order until all signatures are collected.
Can templates be used when sending documents from ShareFile to Docusign?
Yes, templates set up in Docusign are supported when sending documents through our integration with ShareFile. Use predefined templates to standardize fields across recurrent documents before sending them out for signature.
What happens if there is an error during the doc-signing process between Docusign and our service?
On encountering errors during the signing process between Docusign and our service, detailed error messages will appear both in your dashboard and via email notifications if enabled. These guide users through steps for resolution or direct you to contact support if needed.
