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Connect Docusign to Pdfco like Magic

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

With Magical, you can transfer data from Docusign to Pdfco 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 Pdfco, helping you speed up document processing and optimize your workflow.

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What Docusign data can you transfer

Magical enables you to transfer a wide array of data from Docusign to Pdfco. 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 Pdfco using Magical?

Now that you have the Magical Chrome extension installed, let's discuss how to transfer data from Docusign to Pdfco for more efficient document processing. 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, type, status, and signer email.
  2. In Docusign, label the information you want to transfer with Magical, like Document Name, Document Type, Document Status, or Signer Email.
  3. Sign in to your Pdfco account and open the record where you want to add the Docusign data.
  4. Type "//" in an empty field and select the information you want to transfer from Docusign such as Document Name, Document Type, etc.
  5. The next time you fill out a record, Magical will automatically transfer all the fields into the form with one click.

About Docusign and Pdfco

Swift and efficient document processing is crucial to maintaining workflow efficiency. Docusign is a powerful e-signature platform and Pdfco is a robust document processing solution. Combining the capabilities of these two platforms can significantly enhance your document processing efforts. By leveraging Magical, you can easily move information from Docusign to Pdfco, allowing you to focus on your core tasks.

Other ways to connect DocuSign and Pdfco

Using an API

An additional approach to integrate Docusign and Pdfco 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 workflow. 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 DocuSign and transfer data directly to Pdfco. The extension is designed to simplify the process of data collection by automating the extraction of information from DocuSign. 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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