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Connect Box to Docusign like Magic

How to Use Magical to Transfer Data from Box to Docusign
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Transfer Data from Box to Docusign: A Step-by-Step Guide

With Magical, you can transfer data from Box to Docusign in seconds – no complex integrations or code required. In this post, we'll discuss what Magical is, how to install it, and how to use Magical to transfer data from Box to Docusign, helping you speed up your document management and signing processes.

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What Box data can you transfer

Magical enables you to transfer a wide array of data from Box to Docusign. Here are some examples of the information you can extract:

File Name
File Size
File Type
Last Modified Date
And move more types of information by creating your own custom labels.

How to Transfer data from Box to Docusign using Magical?

Now that you have the Magical Chrome extension installed, let's discuss how to transfer data from Box to Docusign for more efficient document management. Follow these steps:

  1. Sign in to your Box account and open the folder containing the document you want to transfer.
  2. In Box, label the information you want to transfer with Magical, like Document Name, Document Type, or Last Modified Date.
  3. Sign in to your Docusign account and open the envelope where you want to add the Box data.
  4. Type "//" in an empty field and select the information you want to transfer from Box such as Document Name, Document Type, etc.
  5. The next time you fill out an envelope, Magical will automatically transfer all the fields into the form with one click.

About Box and Docusign

Swift and efficient document management is crucial to maintaining business efficiency. Box is a powerful cloud storage platform and Docusign is a robust electronic signature solution. Combining the capabilities of these two platforms can significantly enhance your document management efforts. By leveraging Magical, you can easily move information from Box to Docusign, allowing you to focus on your core business tasks.

Other ways to connect Box and DocuSign

Using Zapier

Zapier provides a seamless connection between Box and Docusign, allowing for automatic data transfer between the two platforms without the need for coding. This integration offers a variety of triggers and actions, enabling you to automate workflows and save time

Using an API

An additional approach to integrate Box and Docusign is by directly utilizing their APIs. By integrating both APIs, you empower your team with real-time document insights, fostering improved communication and a superior document management experience. To employ this method, refer to their respective API documentation.

Common questions

WHAT IS MAGICAL

Magical is a chrome extension that allows users to extract information from any website without complex integrations or APIs. You can run it on Box and transfer data directly to DocuSign. The extension is designed to simplify the process of data collection by automating the extraction of information from Box. Magical is free, easy to use, and it can save you a lot of time and effort.

HOW TO INSTALL MAGICAL

To start using GetMagical, you need to install the chrome extension. Click the button below to install, or follow the steps to download directly from the Chrome web store.

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