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.

  1. When this happens...
    DropboxDropbox
    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.

    TriggerScheduled
  2. automatically do this!
    BoldSignBoldSign
    Send Document From Template

    Create and send a document out for signature based on a BoldSign template.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Space

    • FolderRequired

    • Include files in subfolders?

    Trigger
    Scheduled
    Try It
    • Space

    • FolderRequired

    • File

    • Include files in subfolders?

    • Include file contents?

    Trigger
    Scheduled
    Try It
    • Space

    • Folder PathRequired

    • Important Information

    Action
    Write
    • Space

    • FolderRequired

    • FileRequired

    • Overwrite

    • Specify File Name

    • Specify File Extension

    Action
    Write
    • Space

    • FolderRequired

    • Include files in subfolders?

    • Include file contents?

    Trigger
    Scheduled
    Try It
    • Space

    • File PathRequired

    • Important Information

    Action
    Write
    • Space

    • FolderRequired

    • Folder NameRequired

    Action
    Write
    • Space

    • FileRequired

    • New LocationRequired

    Action
    Write
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boldsign logo

About BoldSign

BoldSign is an electronic signature solution that lets you collect legally binding eSignatures online from any device.
Learn more

Related categories

  • Signatures
dropbox logo
dropbox logo

About Dropbox

Dropbox lets you store your files online, sync them to all your devices, and share them easily. Get started for free, then upgrade for more space and security features.
Learn more

Related categories

  • File Management & Storage

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