1.Detect completed document
Integrate SignNow and document archive triggers to capture the completed PDF and updated timestamp for matching signature tracking.
Update signature date and archive completed PDF to records
Automatically monitor signed documents across SignNow, Formatter by Zapier, Google Sheets, and Google Drive. Get signature date updates when document completed, timestamps update, or PDFs deliveredβso you can update tracking rows, format dates, and archive signed PDFs without manual filing.
How this automation archives signed PDFs automatically
When signed PDFs and signature dates stay scattered, tracking gaps slow down retrieval and auditing. This automation watches completed documents, extracts references and timestamps, formats signature dates, updates your sheet, and uploads the PDFβso your archive stays ready.
SignNowor swap with your favorite app
2.Extract reference and format date
Integrate Formatter by Zapier and date formatting tools to extract the document reference and convert the timestamp to DD MM YY.
Formatter by Zapieror swap with your favorite app
3.Lookup matching spreadsheet row
Integrate Google Sheets and lookup tools to find the row that matches the extracted document reference for the signature update.
Google Sheetsor swap with your favorite app
4.Update row with signature date
Integrate Google Sheets and spreadsheet update tools to write the formatted signature date into the matching tracking fields.
5.Upload signed PDF to archive
Integrate Google Drive and file storage tools to upload the completed PDF into your archive folder using lookup-based naming.
Google Driveor swap with your favorite app
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Simplify document access with automated file routing, archive logging, and retrieval alerts
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Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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