DocuSign - Move Envelope to Folder step

Use the Move Envelope to Folder step to move a previously-created envelope to a specific folder in DocuSign.

Knowledge of how DocuSign works is required to use the DocuSign integration provided by the product. You may learn more about DocuSign from the DocuSign website at https://www.docusign.com.

Similar envelopes can be stored in a DocuSign folder. You can use the Move Envelope to Folder step to move an envelope to a folder after the envelope was sent and the document signed. For example, you have all employees sign contracts that, when completed, are moved to a folder in DocuSign called Signed Employee Contracts.

Drag the Move Envelope to Folder step from the DocuSign category, Favorites bar, or the Recent category onto the canvas.

Example of a Move Envelope to Folder step in a workflow