Linking your DocuSign Transaction Rooms and zipForm accounts

You can link your DocuSign Transaction Rooms to your zipForm account.

Note: You can only move documents directly from zipForm into of your open Transaction Rooms.

Linking from zipForm to DocuSign Transaction Rooms

  1. Log in to zipForm and move the pointer over the transaction tile that contains documents to export into a specific Transaction Room.
  2. Click the drop-down arrow on the tile and click Send to Other Systems
User-added image
  1. Click Send to DocuSign Transaction Rooms.
  2. Enter your DocuSign Transaction Room credentials and click Sign In.
  3. You can now transfer files from your zipForm account to your DocuSign Transaction Rooms account.

 

Linking from DocuSign Transaction Rooms to zipForm

  1. Log in to your DocuSign Transaction Rooms account and click My Account and then Settings.
  2. Click Integrations from the left panel.
  3. Enter your zipForm login credentials and click Save Changes.
  4. You can now export and import files from your zipForm account to your DocuSign Transaction Rooms account.

User-added image

For more information on the zipForm and DocuSign integration,check out How do I set up my DocuSign credentials in zipForm Plus?

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