We have few hundred forms signed and submitted by our customers. We need to upload these forms to individual customer’s files. Is there an easier way to download all these forms then upload them to the 3rd party Data Entry Center to upload one customer at a time. Thanks
Hello
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Just to clarify:
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From where are you referring to download these signed forms? Are they currently stored in DocuSign CLM, or somewhere else?
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Also, can you provide a bit more detail on the "3rd party Data Entry Center" you're referring to? Is it an external service or system your team uses for document processing?
Once I have a bit more context, I’ll be happy to suggest a more streamlined approach.
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