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Drawloop - How to Save A Copy of A DocuSign Document When the Document is Sent

  • February 15, 2022
  • August 5, 2026 at 10:20 AM
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KB_Admin
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Topic

How to save a copy of A DocuSign document when the document is sent as there is no option for Allow/Require Document Storage

 

Instructions

Create a Chatter Insert Update on the Document Package. Set it to run when the DocuSign delivery option is used and check "Attach to this Object".