Now Playing: Exporting Output Documents to Other Applications

Using Documate as a Trigger in Zapier
3:57
Using Documate as a Trigger in Zapier
Using Documate as an Action in Zapier
8:21
Using Documate as an Action in Zapier
Trigger Example: From Documate to Excel
2:39
Trigger Example: From Documate to Excel
Integrating with External Signature Tools (DocuSign, HelloSign, SignNow)
3:29
Integrating with External Signature Tools (DocuSign, HelloSign, SignNow)
Update Contacts/Matters/Custom Fields in your Practice Management System
3:29
Update Contacts/Matters/Custom Fields in your Practice Management System
Updating Data Between External Database and Documate (Example: Airtable)
4:57
Updating Data Between External Database and Documate (Example: Airtable)
Multi-user workflows (using Clio and Zapier)
4:11
Multi-user workflows (using Clio and Zapier)
Update Google Contacts using Documate Data
6:29
Update Google Contacts using Documate Data
Exporting Output Documents to Other Applications
4:21
Exporting Output Documents to Other Applications

About This Lesson

Finalized output documents can be exported from Documate into any other application or system. This video shows you how to do this through Zapier / webhooks.

Examples of popular applications to post documents to: practice management systems (e.g., Clio, MyCase) and document management systems (e.g., NetDocuments, Google Drive, Clio, Box, Dropbox), and many more.

Read Help Article

Related Courses

No items found.