OneDrive + Xodo Sign
Automatically upload completed eversign documents as files to OneDrive
Save time not having to download a file and then upload it to OneDrive. With this automation, a document is automatically saved to OneDrive when the entire signature process is completed in eversign so you can focus on closing more deals.
Save time not having to download a file and then upload it to OneDrive. With this automation, a document is automatically saved to OneDrive when the entire signature process is completed in eversign so you can focus on closing more deals.
- When this happens...Document Completed
Triggers when a new document is completed. Note: This trigger only checks for new documents being completed every 15 minutes.
- automatically do this...Find and Download Document
Finds and downloads a document (Needs the document hash from the "Document Completed" Trigger).
- then do this!Upload File
Upload an existing file or attachment not bigger than 60 MB.
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Document Completed
Triggers when a new document is completed. Note: This trigger only checks for new documents being completed every 15 minutes.
Try ItFirst NameRequired
Last NameRequired
Email AddressRequired
Company
Phone Number
Document HashRequired
Include audit trailRequired
Folder
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Document Sent
Triggers when a new document has been sent. Note: This trigger only checks for documents sent every 15 minutes.
Try ItTemplateRequired
Enable SMS Signer Authentication
Sandbox
Document Title
Message
Custom Requester Name
Custom Requester Email
Redirect URL After Signature
Embedded Signing
Require All Signers
Automatic Reminders
Info 1
Folder
Include file object?
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