How to trigger an event when an envelope is sent in DocuSign
Here is how to trigger an event when an envelope is sent in docusign
- First click on the "Admin" link in the top navigation menu
- Then scroll down to view more options
- Next click on the "Connect" option in the left sidebar under the INTEGRATIONS section
- Next click on the "Actions" dropdown button next to a configuration in the configurations table
- Then select the "Edit" option from the Actions dropdown menu
- Scroll down the page to view the Trigger Events section
- Click on the "Envelope and Recipients" arrow down button to expand it
- Then check the "Envelope Sent" checkbox under Envelope Events
- Scroll down to the bottom of the configuration page
- Finally click on the "Save Configuration" button to save the changes
Why should you trigger an event when an envelope is sent in DocuSign
DocuSign is a leading platform for electronic signature, revolutionizing how we digitally manage agreements.
The ability to trigger an event when an envelope is sent in DocuSign enhances workflow automation and improves efficiency.
By utilizing this feature, businesses can seamlessly initiate subsequent actions like notifications, archiving, or integration with other systems.
Ultimately, it fosters timely responses and streamlined processes, elevating productivity and collaboration.
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