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Question

How to set up a Zap to send completed DocuSign documents to ShareFile

  • March 14, 2025
  • 2 replies
  • 23 views

I am looking to add DocuSign for our company and see that I can setup a Zap to send completed documents directly to a folder on Sharefile. If i am the admin and have access to all users on my Docusign account, if i create one Zap will it pull all completed envelopes from Docusign into sharefile? 

I’m hoping you would need to create a zap for each user since I have access to all. 

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2 replies

Troy Tessalone
Zapier Orchestrator & Solution Partner
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  • Zapier Orchestrator & Solution Partner
  • March 14, 2025

Hi ​@chris.wealthvisory 

Yes, that should work.

When in doubt, test it out.


JammerS
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  • Zapier Staff
  • March 19, 2025

Hi ​@Troy Tessalone,
 
We just wanted to see how everything is going with your Zap. Did Troy's recommendation get the job done? Feel free to reach out if you need further assistance with your Zap. We're glad to address any concerns and assist you.
 
We're looking forward to your response.