Microsoft Excel + RightSignature
Add new RightSignature completed documents to Microsoft Excel as rows
Keep your Microsoft Excel records up-to-date by incorporating document completion data from RightSignature. With this workflow, whenever a document is completed in RightSignature, a new row will be added to your specified Excel sheet, allowing for seamless tracking and organization of vital information. Stay organized and efficient while eliminating the need for manual data entry, so you can focus on more pressing matters.
Keep your Microsoft Excel records up-to-date by incorporating document completion data from RightSignature. With this workflow, whenever a document is completed in RightSignature, a new row will be added to your specified Excel sheet, allowing for seamless tracking and organization of vital information. Stay organized and efficient while eliminating the need for manual data entry, so you can focus on more pressing matters.
- When this happens...New Document Completed
Triggers when a document is completed, typically when all parties have signed.
- automatically do this!Add Row
Adds a new row to the end of a worksheet.
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New Document Completed
Triggers when a document is completed, typically when all parties have signed.
Try ItNew Document Sent
Triggers when a document is sent.
Try ItStorage Source
FolderRequired
SpreadsheetRequired
WorksheetRequired
Try ItStorage Source
Folder
SpreadsheetRequired
Try It
New Document Expired
Triggers when a document is not signed in the allowed time and expires.
Try ItTemplateRequired
Document NameRequired
Email Recipients
Sign Document in Person
Storage Source
FolderRequired
SpreadsheetRequired
WorksheetRequired
TableRequired
Try ItStorage Source
FolderRequired
SpreadsheetRequired
WorksheetRequired
Trigger Column
Try It
