Two Way Sync - Walk Through Help

[gaexsz]

Hey all,

Looking to be able to:

1. Upload PDF in an attachment field in Airtable.

2. Click on a button in Airtable which:

   1. Properly tags the document with signature/initial fields in Docusign.

   2. Sends to two recipients (names and emails of which are in that record in Airtable)

3. Once signed by all parties, the completed PDF automatically appears in an attachment field in Airtable.

I want to be guided how to do it so I can learn how to do as well.

Let me know if you're interested!

[Jake_Wilson]

Hey @gaexsz, you can book a call with me here and we can talk about this project

[ajackushimanshi]

Hello @gaexsz,

I am Himanshi. I represent Ajackus, an official Airtable partner. We specialize in building customized solutions with Airtable as a database. We have helped startups and enterprises worldwide make the most of it.

We would love to help you with your requirements. Can we schedule a call to discuss this further?

[Sergei_Kai]

Hi! If you're looking for a step-by-step guide on integrating DocuSign with Airtable, this article might be helpful: How to set up docusign airtable integration. It breaks down the process into easy-to-follow steps.