DocuSign Transaction Rooms - Importing documents from zipForm

You can import documents from zipForm into DocuSign Transaction Rooms.

Note: Your zipForm account must be linked to your DocuSign Transaction Rooms account to import files.

See Linking your DocuSign Transaction Rooms and zipForm accounts for more information.

1. Log in to your DocuSign Transaction Rooms account and click Transactions
2. Click the desired Transaction Room
3. Click Documents
4. Click Add, then click zipForm                                                                                                                                    
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5. Click to select the zipForm Transaction to be imported from, then click Link
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6. Click to select the documents to import, then click Add                                                                                                      
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7. The document will be imported to the Transaction Room

For further DocuSign Transaction Rooms Help & Support, please contact us.


 
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