How to upload files to client file channels in Copilot when envelopes are sent or completed in Docusign | Scribe

    How to upload files to client file channels in Copilot when envelopes are sent or completed in Docusign

    1
    Navigate to your Zapier dashboard and click + Create to start creating your Zap.
    2
    Click the "Search…" field.
    3
    Type "Docusign"
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    Click "DocuSign"
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    Click the "*EventRequired" field.
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    Click "Envelope Sent or Completed"
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    Click "Continue"
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    Click "Choose" to select your connected Docusign account, or connect a new one.
    9
    Click "Continue"
    10
    Click "Continue"
    11
    Click "Test trigger"
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    Click "Continue"
    13
    Click the "Search…" field.
    14
    Type "Copillot"
    15
    Click "Copilot"
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    Click the "*EventRequired" field.
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    Click "Find a Client"
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    Click "Continue"
    19
    Click "Choose" to select your connected Copilot account, or connect a new one.
    20
    Click "Continue"