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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?
Solved
How do I have my docusign signed docs come in automatically to DTR?
- Legacy User
Best answer by Community Expert
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:
- Your rooms account
- Select the profile picture in the top right corner
- Select Settings
- Select Integrations
- 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
"Select as Best" below if you find the answer a valid solution to your issue!
- Docusign Employee
- 1935 replies
- Answer
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:
- Your rooms account
- Select the profile picture in the top right corner
- Select Settings
- Select Integrations
- 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
"Select as Best" below if you find the answer a valid solution to your issue!
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