Create folders from templates in Foxit eSign for new Clio activities
Effortlessly organize your documents with this seamless workflow between Clio and Foxit eSign. When new activity occurs in Clio, a folder will be created from a template in your Foxit eSign account, streamlining your document management and saving you time. Stay organized and efficient with this convenient automation.
Effortlessly organize your documents with this seamless workflow between Clio and Foxit eSign. When new activity occurs in Clio, a folder will be created from a template in your Foxit eSign account, streamlining your document management and saving you time. Stay organized and efficient with this convenient automation.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Create Folder From Template
Create a Folder from Template.
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