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Connect Docusign to Excel like Magic

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

With Magical, you can transfer data from Docusign to Excel 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 Docusign to Excel, helping you speed up data entry and optimize your document management processes.

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More Docusign integrations with Magical

What Docusign data can you transfer

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

Document Name
Signer Name
Signer Email
Document Status
And move more types of information by creating your own custom labels.

How to Transfer data from Docusign to Excel using Magical?

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

  1. Sign in to your Docusign account and open the document containing the data you want to transfer, such as document name, signer name, signature date, and status.
  2. In Docusign, label the information you want to transfer with Magical, like Document Name, Signer Name, Signature Date, or Status.
  3. Open your Excel spreadsheet where you want to add the Docusign data.
  4. Type "//" in an empty cell and select the information you want to transfer from Docusign such as Document Name, Signer Name, etc.
  5. The next time you fill out a cell, Magical will automatically transfer all the fields into the form with one click.

About Docusign and Excel

Swift and efficient data entry is crucial to maintaining document management efficiency. Docusign is a powerful electronic signature platform and Excel is a robust spreadsheet management solution. Combining the capabilities of these two platforms can significantly enhance your document management efforts. By leveraging Magical, you can easily move information from Docusign to Excel, allowing you to focus on managing your documents and improving efficiency.

Other ways to connect DocuSign and Excel

Using Zapier

Zapier provides a seamless connection between Docusign and Excel, 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 Docusign and Excel is by directly utilizing their APIs. By integrating both APIs, you empower teams 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 LinkedIn profiles and transfer data directly to Google Sheets. The extension is designed to simplify the process of data collection by automating the extraction of information from LinkedIn profiles. 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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