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  1. Document Automation
  2. Document Management
  3. Automated document filing

Store and organize signed documents in designated folders for efficient management and retrieval

This automation automatically captures completed documents and saves them into designated folder structures, ensuring consistent organization without manual effort. It triggers on document completion and creates or locates the appropriate folder before uploading, keeping files neatly categorized. As a result, users gain instant access to the latest signed materials, reduce retrieval times, and maintain a clear audit trail for compliance and reporting.

Filter by common apps:

  • Limo Anywhere
  • eSign Genie
  • Pipedrive
  • Microsoft SharePoint
  • Code by Zapier
  • Docusign
  • Google Drive
  • Scrive
  • Filter by Zapier
  • Evernote
  • Notion
  • PandaDoc
  • Airtable
  • SignNow
  • Box
  • SignRequest
  • Salesforce
  • Finmo
  • Google Docs