File new Envoy signed agreements into a Google Drive folder
When this happensStep 1: Visitor Signed In
Then do thisStep 2: Upload File
With Envoy, you'll be sure that every visitor to your office signs the required NDA or waiver. If you use Google Drive to keep your office's documentation neat and tidy, this zap makes it easy to retrieve signed agreements when you need them. This Envoy-Google Drive interaction sends a PDF of every signed agreement directly you a specified Google Drive folder.
Note: With Envoy, visitors are prompted to sign agreements upon their first Envoy sign-in at your office. They'll also be prompted to resign any new agreements if you change text or upload a new document. Please note that this integration only captures PDFs of agreements signed after this Zap was activated.
How It Works
- A visitor signs in with Envoy (and signs an NDA or waiver)
- Zapier saves a PDF of the signed agreement in Google Drive
What You Need
- Envoy account with signed agreements enabled
- Google Drive account