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?