BoldSign + Dropbox
Send new Dropbox files from a template in BoldSign
Set up this automated process to simplify your paperwork. With this workflow, once a new file appears in your Dropbox folder, it kick-starts the process to generate a document from a template in BoldSign. This automation reduces manual effort and makes sure that every new file in Dropbox is handled efficiently and quickly in BoldSign. Stay organized and boost your document management efficiency with this smart automation.
Set up this automated process to simplify your paperwork. With this workflow, once a new file appears in your Dropbox folder, it kick-starts the process to generate a document from a template in BoldSign. This automation reduces manual effort and makes sure that every new file in Dropbox is handled efficiently and quickly in BoldSign. Stay organized and boost your document management efficiency with this smart automation.
- When this happens...New File in Folder
Triggers when a new file is added to a folder. Make sure the number of files/folders in the watched folder does not exceed 6000.
- automatically do this!Send Document From Template
Create and send a document out for signature based on a BoldSign template.
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Space
FolderRequired
Include files in subfolders?
Try ItSpace
FolderRequired
File
Include files in subfolders?
Include file contents?
Try ItSpace
Folder PathRequired
Important Information
Space
FolderRequired
FileRequired
Overwrite
Specify File Name
Specify File Extension
Space
FolderRequired
Include files in subfolders?
Include file contents?
Try ItSpace
File PathRequired
Important Information
Space
FolderRequired
Folder NameRequired
Space
FileRequired
New LocationRequired
