Create trigger to move completed docs to specific folder
In PandaDoc API - A way to create a trigger where when a document completes is automatically moves that completed document into a specific folder under their documents
Ben Jennings commented
Signed documents from a template (e.g. merged HubSpot data into a PandaDoc template, document created and signed) need to be able to be automatically filed to a folder.
Eg if the template is for client contracts, they should automatically go into that documents folder.
If the template is for personnel contractors, they should automatically go into that doc folder. Having all docs together automatically is a giant pain and makes the product unusable as we grow.
AdminTate Davis (Admin, PandaDoc) commented
Would like the ability to have a folder automatically created for a bulk send where all completed docs would automatically assign to the folder once completed, and the customer would have the ability to bulk download all the documents within that bulk send folder in one single bulk download.