Saving webmerge documents and docusign documents to contact filebox

(Grady Flinn) #1

I am trying to automate signed documents or web merge documents to save to the contacts filebox with out having to upload manually, is this possible or will I have to add documents each time they are made.

(John Borelli) #2 have a fairly clear tutorial on how to do this:

(Greg Jenkins) #3

I think you can also use PlusThis or MyFusionHelper to automatically add files to the Infusionsoft Filebox.