Microsoft Excel + RightSignature
Add rows in Microsoft Excel for new documents sent in RightSignature
When a new document is sent through RightSignature, this workflow springs into action, swiftly adding new rows to a specified Microsoft Excel spreadsheet. By harnessing this streamlined process, you ensure your data is always up-to-date and organized, reducing manual data entry and enhancing productivity. Track your sent documents in an efficient, structured way with this simple tool.
When a new document is sent through RightSignature, this workflow springs into action, swiftly adding new rows to a specified Microsoft Excel spreadsheet. By harnessing this streamlined process, you ensure your data is always up-to-date and organized, reducing manual data entry and enhancing productivity. Track your sent documents in an efficient, structured way with this simple tool.
- When this happens...New Document Sent
Triggers when a document is sent.
- automatically do this!Add Row(s)
Adds one or more rows to the end of a worksheet (with line item support).
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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 ItPlan Restrictions
Storage Source
Folder
WorkbookRequired
WorksheetRequired
Try ItPlan Restrictions
Storage Source
Folder
WorkbookRequired
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
Plan Restrictions
Storage Source
Folder
WorkbookRequired
WorksheetRequired
TableRequired
Try ItPlan Restrictions
Storage Source
Folder
WorkbookRequired
WorksheetRequired
Trigger Column
Try It
