DocuSign AI Integration with PDF Documents and Workflow Automation

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Hello everyone,

Do you know if DocuSign AI works with PDF documents?

I’m dealing with a situation where we have some documents created by DocuSign e-Sign Webforms, and we need to file them in the specific folder for each client.

Therefore, I was thinking of creating a workflow that would start with an intelligent rule to initiate the workflow. Within the workflow, the steps would be as follows:

DocuSign AI
Find Party (assuming the AI will fill in the party's name)
Move Document or, if the party does not exist, add a step to create the Party

So, that’s the little summary.

Does anyone have a similar case?

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