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How do I have my docusign signed docs come in automatically to DTR?

  • 12 July 2023
  • 1 reply
  • 13 views

Userlevel 4
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right now zip forms connects to docusign for e-signature. can i set it up to connect with DTR so the documents automatically go there once signed?

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Best answer by Community Expert 12 July 2023, 22:49

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Userlevel 1
Badge +12

Hello,

Thank you for reaching out here in the DocuSign Community.

I understand you would like to link your ZipForms account with DocuSign Transaction Rooms.

Yes, it is possible, to do so, you would need to go to:

  1. Your rooms account
  2. Select the profile picture in the top right corner
  3. Select Settings
  4. Select Integrations
  5. and your ZipForms credentials.

You can find detailed steps in the following video: https://support.docusign.com/s/articles/zipForm-Link-Add-and-Edit

Let us know if you need further assistance with this.

Best regards,

Nathaly | DocuSign Community Moderator

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