Hello,
Just want to ask if it is possible to trigger a workflow when a document is manually uploaded in DocuSign folder? If yes, can you please point me to the right direction on how to do it.
Thanks,
Chris
Hello,
Just want to ask if it is possible to trigger a workflow when a document is manually uploaded in DocuSign folder? If yes, can you please point me to the right direction on how to do it.
Thanks,
Chris
Best answer by Pawan Gangwani
Hello
Welcome to the DocuSign Community!
You can use Smart Rule to create the “Document Rule” where you can select “Document Added” in events and in filter you select “In Folder” then in Actions select “Start Workflow”. there you go



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