BoldSign + Gmail
Send BoldSign documents from template for new Gmail emails matching search
Simplify your document sending process with this efficient workflow. When a new email that matches your search criteria arrives in your Gmail inbox, it instantly sends a document from a template via BoldSign. This smooth, streamlined process not only saves time but also ensures you never miss an essential communication. Ideal for those looking to optimize their email-based document handling!
Simplify your document sending process with this efficient workflow. When a new email that matches your search criteria arrives in your Gmail inbox, it instantly sends a document from a template via BoldSign. This smooth, streamlined process not only saves time but also ensures you never miss an essential communication. Ideal for those looking to optimize their email-based document handling!
- When this happens...New Email Matching Search
Triggers when you receive a new email that matches a search string you provide.
- automatically do this!Send Document From Template
Create and send a document out for signature based on a BoldSign template.
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