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How to upload signed Docusign files to Copilot company channels
This article explains how to use the power of Zapier to automate uploading completed Docusign envelopes to company file channels in Copilot.
Allene Norton
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0 step
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4 minutes
Zapier
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Navigate to your Zapier dashboard and click + Create to start creating your Zap.
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Click the "Search…" field.
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Type "Docusign"
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Click "DocuSign"
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Click here.
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Click "Envelope Sent or Completed"
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Click "Continue"
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Click "Choose" to choose your connected Docusign account or connect a new one.
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Click "Continue"
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Click "Continue"
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Click "Test trigger"
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Click "Continue"
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Click the "Search…" field.
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Type "Copilot"
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Click "Copilot"
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Click the "Event" field.
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Click "Find a Client"
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Click "Continue"
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Click "Choose" to select your connected Copilot account or connect a new one.
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Click "Continue"
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