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Hi - I’m looking to send data that was captured in FormAssembly to docusign.  

I would like the output to be a PDF that is then sent to Box

I do not want to use Docusign’s data collection, just its PDF capabilities.

 

How can I do this? Thx!

Hi @BriannaForms,

 

Thank you for reaching out to the Docusign Community.  

Based on the description of your use case you will be uploading your document to Docusign eSignature once it already contains the data captured in FormAssembly, is this an accurate interpretation?

If this is true then you could export the completed documents to Box in 2 different ways, I would recommend you look into our Agreement Actions feature first (as it is the most user friendly option) but a Docusign Connect Configuration for Box could be a more customizable alternative. You can find more details on these features, here:

Docusign Agreement Actions: The Benefits of an Automated E-Signature Solution (Blog)

Automate Common Post-Signature Tasks With Agreement Actions
Connect an Application
Connect for Box

Note: Some advanced features and options are supported only in certain Docusign plans. Your account plan might not support some of the options discussed in this help topic. Contact your account administrator for more information about which options are available for your account. Or, visit our Plans and Pricing web page for more details on the features included with your plan. 

Compare eSignature plans & pricing  

Feel free to let us know if you need further assistance with this. 

 

Best regards,

Alejandro R. | Docusign Community Moderator  

Please click "Best Answer" below if you find my reply to be a valid solution to your issue!

 


​Hi @BriannaForms,

 

I hope you are doing well.

I would like to confirm if the suggested solution answers your question?           

If so, please mark it as the best answer by clicking “Select as Best” to make it easier for other users to find. Otherwise, feel free to let me know and I will gladly help you address the situation as soon as possible.

 

Best regards,   

 

Alejandro R. | Docusign Community Moderator   

"Select as Best" below if you find the answer a valid solution to your issue!   

 


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