eSign Genie + Paperless Forms
Create eSign Genie folders from templates for new Paperless Forms entries
Effortlessly streamline your document management process with this workflow that connects Paperless Forms and eSign Genie. Whenever you receive a new entry from your Paperless Forms, a folder will be created in eSign Genie using a template of your choice. This automation not only saves you valuable time but also ensures your files in eSign Genie are organized and easily accessible.
Effortlessly streamline your document management process with this workflow that connects Paperless Forms and eSign Genie. Whenever you receive a new entry from your Paperless Forms, a folder will be created in eSign Genie using a template of your choice. This automation not only saves you valuable time but also ensures your files in eSign Genie are organized and easily accessible.
- When this happens...New Entry (Rest)
Triggers when a new entry is submitted.
- automatically do this!Create Folder From Template
Create a Folder from Template.
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Form Name
Try ItDocument Deleted
Triggers when a Document has been Deleted from your Account. Available for our Paid or Trial Business Premium accounts.
Try ItDocument Sent
Triggers when a Document has been sent for signature. Available for our Paid or Trial Business Premium accounts.
Try ItDocument Viewed
Triggers whenever a signer has opened and viewed the Document for the first time. You get a separate trigger when each Party Views the Document. Available for our Paid or Trial Business Premium accounts.
Try It
Document Cancelled
Triggers when a Party has declined to sign or cancels a Document. Required reason for cancelling and Party who cancelled included in this trigger. Available for our Paid or Trial Business Premium accounts.
Try ItDocument Executed
Triggers when ALL PARTIES have signed the Document. Triggers for a Single Party Document as well. Available for our Paid or Trial Business Premium accounts.
Try ItDocument Signed
Triggers when a Party has signed a Document. In case of a multiparty Documents: You get a separate trigger when each Party Signs the Document. Available for our Paid or Trial Business Premium accounts.
Try ItTemplateRequired
Folder Name
First NameRequired
Last NameRequired
EmailRequired
PermissionRequired
SequenceRequired
Host Email Id
Allow Name Change
Sender Email
SignIn Sequence
Send Now
In Person Enable
Fix Recipient Parties
Fix Documents
Send Success Url
Send Error Url
Sign Success Url
Sign Decline Url
Sign Later Url
Sign Error Url
