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As an eSignature administrator, you can use the Agreement Actions feature to automate common tasks when an envelope is completed. Including archiving documents in a cloud storage solution, exporting envelope data to a spreadsheet, triggering a DocuSign CLM workflow, or creating another DocuSign envelope. To begin, click Settings. Scroll down to Agreement Actions and click Connections. Click on Connect New App, select an application, and follow the prompts to connect it to DocuSign. Once your application is connected, scroll down to Agreement Actions, and click on Rule. You will add a rule to define what actions to take under what conditions. Provide a name for your rule and set the conditions for the action to execute. You can trigger an action when a specific value is entered in a custom field, an envelope is sent by a specific sender or to a specific recipient, and when a template is used. Next, choose whether the actions should execute when all or any of the conditions are met. In...
