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Newcomer
September 25, 2026
Question

How to attach documents ingested via email to new envelope

  • September 25, 2026
  • 0 replies
  • 15 views

I’m new to doing Docusign automations. I built a template matching functionality that will recognise a specific invoice layout when I upload it into a new envelope, it automatically applies the template. Working well. However i need this to take the attachments from emails, not folders. So I figured out our docusign email address and sent some documents that were successfully ingested. I can’t find any way though to select these from the Agreements page / completed documents section and initiate a new envelope with these attached, or if I go and manually start a new envelope there are no options to attach ingested documents. How do i achieve this please?