Once a document is signed, the completed copy is uploaded to pre-defined Google Drive folder
4
votes
Melissa Strahl
shared this idea
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Sean Cullen commented
The current automation that uses a Template source condition should be extended to include Files with Tag or from Folder
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Isaiah Berg commented
I am also very interested in this - while it is great that signed contracts are automatically distributed via email, we would really like to see these signed agreements dropped in a prescribed Google Drive folder.
Even better, if the PDF filenames could be named with a kind of logic based on variables, e.g.,
"[Client.DateSigned] YYYY.MM.DD [Client.CompanyName] [Document.Name] vSigned" or similar.