Organize completed documents in Dropbox by client folders from Docusign updates
Organize completed documents in Dropbox by client folders from Docusign updates
Organize completed document files into designated client folders based on their status updates. Use Docusign to track envelope changes, apply formatting with Formatter by Zapier, and upload files to Dropbox for efficient document management.
Zap details:
Overview
Organize completed document files into designated client folders based on their status updates. Use Docusign to track envelope changes, apply formatting with Formatter by Zapier, and upload files to Dropbox for efficient document management.