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  1. Document Automation
  2. Document Storage
  3. Auto-store completed docs

Upload submitted documents to a designated storage location for easy access and organization

Automatically route submitted documents to a centralized storage location as soon as they’re completed, ensuring all files are organized and accessible without manual intervention. This workflow eliminates lost or misplaced records by instantly uploading each document to a designated folder structure. By streamlining file management, teams save time searching for documents and reduce the risk of version confusion.

Filter by common apps:

  • pdfFiller
  • Google Drive
  • BoldSign
  • Filter by Zapier
  • Clio
  • Octoparse
  • Xodo Sign
  • Docusign
  • Formatter by Zapier
  • Dropbox