Create folders from templates in Foxit eSign for new companies added to Copper
Efficiently manage your new Copper companies by setting up a seamless workflow with Foxit eSign. Whenever a new company is added in Copper, this automation will create a folder from a template in Foxit eSign, ensuring you have a consistent filing system for all your important documents. Save time and improve organization with this streamlined process.
Efficiently manage your new Copper companies by setting up a seamless workflow with Foxit eSign. Whenever a new company is added in Copper, this automation will create a folder from a template in Foxit eSign, ensuring you have a consistent filing system for all your important documents. Save time and improve organization with this streamlined process.
- When this happens...New Company
Triggers when a new Company is created in Copper.
- automatically do this!Create Folder From Template
Create a Folder from Template.
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