Short version: 1) Click [UNASSIGNED]. 2) Click [IMPORT FROM DOCUSIGN] from the left menu. 3) Check the box next to the envelope(s) you’d like to import into Pipeline. 4) Click [IMPORT DOCS].
Note: to import docs from DocuSign into Pipeline, you must first connect your DocuSign and Pipeline accounts. Learn how to connect them accounts here >>
Importing docs from DocuSign
1. Click [UNASSIGNED] from the top navigation then click [IMPORT FROM DOCUSIGN] from the left menu. Your completed DocuSign envelope(s) will appear on the page.
3. Check the box next to the envelope(s) you’d like to import into Pipeline or click the checkbox at the top of the list to select all documents.
4. Click [IMPORT DOCS] to bring the docs over from Docusign.
Docs transferred from DocuSign can be viewed in Unassigned Docs. From there, you can assign them to the appropriate transaction.
Note: Depending on the size of the selected docs, it may take 30-40 seconds for the documents to appear in Unassigned Docs.