How to upload files to client file channels in Assembly (formerly Copilot) when envelopes are sent or completed in Docusign
Véronique Cadet
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51 steps
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4 minutes
Docusign
Make
As of September 30, 2025, we’ve rebranded to Assembly. The steps below remain the same. When searching in Make, look for Assembly (formerly Copilot) and this logo.
You must have a Business Pro account for DocuSign to use this automation. Please find information on how to connect a webhook[here](https://www.make.com/en/help/app/docusign).
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Create a new scenario in Make
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Click the + button to add a trigger. Search for and select "DocuSign"
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Click "Watch Events"
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Click "Add"
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Click "Add"
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Click the "Connection name" field and make a name for the connection
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Click "Save"
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Double-click the "Webhook name" field and give your webhook a name
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Click "Save"
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Click "Copy address to clipboard" and follow the instruction on how to add the webhook in DocuSign [here](https://www.make.com/en/help/app/docusign).
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Click "OK"
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Now it's time to test the trigger by sending a test document on DocuSign and signing it as a your test client. Right-click here.
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Click "Run this module only"
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After signing the test document, back in Make you should see that the trigger ran successfully
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Add a new module, search, and then select “Copilot ”
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Click "List Clients"
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Click the dropdown and select your connection or click "Add" and your Copilot account
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Click here
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Click "data"
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Click "envelopeSummary"
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Click "recipients"
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Click "signers"
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Click "email"
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Click "OK"
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Add a new module and click "Copilot"
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Click "List File Channels"
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Click here
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Click "Individual"
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Click here
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Click "ID"
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Click here
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Click "ID"
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Click "OK"
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Add a new module and click "DocuSign"
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Click "Download a Document"
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Click the dropdown and select your DocuSign connection
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Click the dropdown and select your account
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Click here
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Click "envelopeId"
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Click here
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Click "envelopeSummary"
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Click "envelopeDocuments"
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Click "documentId"
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Click "OK"
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Add a new module and click "Copilot"
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Click "Create a File"
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Click here
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Click "ID"
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Click here and name the file
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Click "OK"
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To save press **[[control]]** + **[[s]]** for PC or **[[cmd]]** + **[[s]]** for Mac
