SYS-CON MEDIA Authors: Pat Romanski, Gary Arora, Zakia Bouachraoui, Yeshim Deniz, Liz McMillan

Blog Feed Post

Quick Tip Tuesday: Adding Documents from Cloud Storage to DocuSign Transaction Rooms

You can import your documents into a Transaction Room or My Docs directly from several cloud storage services. This is available in both the web application and mobile applications for your iOS and Android devices.

Note: All imports into DocuSign Transaction Rooms result as copies of the original file. Updates to a document stored on a cloud service will not automatically update the copy stored in DocuSign Transaction Rooms.

Supported cloud storage services:

  • Google Drive
  • Dropbox
  • Microsoft OneDrive
  • ​Box - (Now supported as of 5/1/2014!)

Note: The activity log will display where the file was added from (Added from Dropbox, Added from Google Drive, Added from OneDrive, Added from Box).

Uploading files from cloud storage using the web application

Note: To select a consecutive group of files, click the first item, press and hold down the Shift key, and then click the last item. To select non-consecutive files, press and hold down the Ctrl key, and then click each item that you want to select.

  1. From the home screen, click My Docs or click Transactions and navigate to the desired folder or transaction room.
  2. From a My Docs folder or the Documents tab in a transaction room, click Add.
  3. From the drop-down menu, choose the service where your document is stored.

    Note: If you are not currently logged into the cloud service, you will be prompted to do so at this time. Depending on your service provider and/or browser type, you may be prompted to grant permission to view the files if you’ve never done so before.
  4. Select one or more files.

Note: Do not navigate away from the transaction room or My Docs folder until the file copies are completed. Doing this may result in a failed upload.

  1. Click Choose, Select, Open, or Add to begin copying your selected files into your transaction room or My Docs folder. Options may differ based on the cloud service used.

Uploading files from cloud storage using the mobile application

You can add documents to a My Docs folder or a transaction room using either the iOS or Android application.

  1. From the home screen, tap the Menu icon.
  2. Tap My Docs or Transaction Rooms and navigate to the desired folder or transaction room.
  3. Tap the Add Document icon and tap the desired cloud storage service.

    Note: You may be prompted to log into the service if you have not done so in your current Transaction Room session. Depending on the cloud storage application you selected, you may be prompted to accept the terms of service for that program.
     
  4. Tap to select documents you wish to copy into a transaction room or My Docs folder, then tap SAVE. Selected documents will display a check mark.

Additional information

Google Drive

Google Drive accepts standard and proprietary file types. If you can upload standard file types such as PDF or MS Office files. You can also upload Google file types, which will be converted to a standard file type when copied into a transaction room or My Docs folder. The following Google file types will be converted to standard file types when copied into a transaction room or My Docs folder:

For additional support, please contact the cloud storage service provider

Google Drive

Box

Dropbox

OneDrive

Blog Category:

Blog Image: 
Blog Banner Image: 

Read the original blog entry...

More Stories By An Bui

Social Media Professional with substantial experience identifying, characterizing and connecting online communities and authors. Strong orientation on actionable recommendations that provide mutually beneficial value for communities and organizations for stakeholders.

Currently, I serve as the social media manager for DocuSign, Inc., the market leader and global standard for electronic signature. DocuSign provides the world’s largest and fastest growing electronic signature platform, empowering businesses to complete transactions online quickly and securely while improving compliance and dramatically reducing costs.

DocuSign is the only cloud computing-based electronic signature platform that entirely replaces slow, expensive paper transactions with a fast, efficient and completely digital solution. Accessible from any Internet-connected device, DocuSign supports virtually any document and form type in simple and complex workflows, and provides broad user authentication options, data collection, secure document/data storage and retrieval, as well as real-time negotiation and collaboration tools.

Latest Stories
Bill Schmarzo, author of "Big Data: Understanding How Data Powers Big Business" and "Big Data MBA: Driving Business Strategies with Data Science" is responsible for guiding the technology strategy within Hitachi Vantara for IoT and Analytics. Bill brings a balanced business-technology approach that focuses on business outcomes to drive data, analytics and technology decisions that underpin an organization's digital transformation strategy. Bill has a very impressive background which includes ...
Most modern computer languages embed a lot of metadata in their application. We show how this goldmine of data from a runtime environment like production or staging can be used to increase profits. Adi conceptualized the Crosscode platform after spending over 25 years working for large enterprise companies like HP, Cisco, IBM, UHG and personally experiencing the challenges that prevent companies from quickly making changes to their technology, due to the complexity of their enterprise. An accomp...
Darktrace is the world's leading AI company for cyber security. Created by mathematicians from the University of Cambridge, Darktrace's Enterprise Immune System is the first non-consumer application of machine learning to work at scale, across all network types, from physical, virtualized, and cloud, through to IoT and industrial control systems. Installed as a self-configuring cyber defense platform, Darktrace continuously learns what is ‘normal' for all devices and users, updating its understa...
On-premise or off, you have powerful tools available to maximize the value of your infrastructure and you demand more visibility and operational control. Fortunately, data center management tools keep a vigil on memory contestation, power, thermal consumption, server health, and utilization, allowing better control no matter your cloud's shape. In this session, learn how Intel software tools enable real-time monitoring and precise management to lower operational costs and optimize infrastructure...
While a hybrid cloud can ease that transition, designing and deploy that hybrid cloud still offers challenges for organizations concerned about lack of available cloud skillsets within their organization. Managed service providers offer a unique opportunity to fill those gaps and get organizations of all sizes on a hybrid cloud that meets their comfort level, while delivering enhanced benefits for cost, efficiency, agility, mobility, and elasticity.
Most organizations are awash today in data and IT systems, yet they're still struggling mightily to use these invaluable assets to meet the rising demand for new digital solutions and customer experiences that drive innovation and growth. What's lacking are potent and effective ways to rapidly combine together on-premises IT and the numerous commercial clouds that the average organization has in place today into effective new business solutions. New research shows that delivering on multicloud e...
Moving to Azure is the path to digital transformation, but not every journey is effective. Organizations that start with a cohesive, well-planned migration strategy can avoid common mistakes and stay a step ahead of the competition. Learn from Atmosera CEO, Jon Thomsen about the opportunities and challenges found in three pivotal phases of the journey to the cloud: Evaluation and Architecting, Migration and Management, and Optimization & Innovation. In each phase, there are distinct insights tha...
CloudEXPO has been the M&A capital for Cloud companies for more than a decade with memorable acquisition news stories which came out of CloudEXPO expo floor. DevOpsSUMMIT New York faculty member Greg Bledsoe shared his views on IBM's Red Hat acquisition live from NASDAQ floor. Acquisition news was announced during CloudEXPO New York which took place November 12-13, 2019 in New York City. Our Silicon Valley 2019 schedule will showcase 200 keynotes, sessions, general sessions, power panels, and...
Cloud is the motor for innovation and digital transformation. CIOs will run 25% of total application workloads in the cloud by the end of 2018, based on recent Morgan Stanley report. Having the right enterprise cloud strategy in place, often in a multi cloud environment, also helps companies become a more intelligent business. Companies that master this path have something in common: they create a culture of continuous innovation. In his presentation, Dilipkumar Khandelwal outlined the latest...
Data center, on-premise, public-cloud, private-cloud, multi-cloud, hybrid-cloud, IoT, AI, edge, SaaS, PaaS... it's an availability, security, performance and integration nightmare even for the best of the best IT experts. Organizations realize the tremendous benefits of everything the digital transformation has to offer. Cloud adoption rates are increasing significantly, and IT budgets are morphing to follow suit. But distributing applications and infrastructure around increases risk, introdu...
DevOps has long focused on reinventing the SDLC (e.g. with CI/CD, ARA, pipeline automation etc.), while reinvention of IT Ops has lagged. However, new approaches like Site Reliability Engineering, Observability, Containerization, Operations Analytics, and ML/AI are driving a resurgence of IT Ops. In this session our expert panel will focus on how these new ideas are [putting the Ops back in DevOps orbringing modern IT Ops to DevOps].
Over the course of two days, in addition to insightful conversations and presentations delving into the industry's current pressing challenges, there was considerable buzz about digital transformation and how it is enabling global enterprises to accelerate business growth. Blockchain has been a term that people hear but don't quite understand. The most common myths about blockchain include the assumption that it is private, or that there is only one blockchain, and the idea that blockchain is...
Atmosera delivers modern cloud services that maximize the advantages of cloud-based infrastructures. Offering private, hybrid, and public cloud solutions, Atmosera works closely with customers to engineer, deploy, and operate cloud architectures with advanced services that deliver strategic business outcomes. Atmosera's expertise simplifies the process of cloud transformation and our 20+ years of experience managing complex IT environments provides our customers with the confidence and trust tha...
Where many organizations get into trouble, however, is that they try to have a broad and deep knowledge in each of these areas. This is a huge blow to an organization's productivity. By automating or outsourcing some of these pieces, such as databases, infrastructure, and networks, your team can instead focus on development, testing, and deployment. Further, organizations that focus their attention on these areas can eventually move to a test-driven development structure that condenses several l...
SUSE is a German-based, multinational, open-source software company that develops and sells Linux products to business customers. Founded in 1992, it was the first company to market Linux for the enterprise. Founded in 1992, SUSE is the world's first provider of an Enterprise Linux distribution.