Microsoft Excel + Xodo Sign
Document completed in Xodo Sign adds a new row in Microsoft Excel
Tracking your document progress becomes effortless with this workflow. Once a document is completed in Xodo Sign, it directly creates a new row in your Microsoft Excel. This simple automation streamlines your document management process, saving valuable time and fostering greater organizational efficiency.
Tracking your document progress becomes effortless with this workflow. Once a document is completed in Xodo Sign, it directly creates a new row in your Microsoft Excel. This simple automation streamlines your document management process, saving valuable time and fostering greater organizational efficiency.
- When this happens...Document Completed
Triggers when a new document is completed. Note: This trigger only checks for new documents being completed every 15 minutes.
- automatically do this!Add Row
Adds a new row to the end of a worksheet.
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Document Completed
Triggers when a new document is completed. Note: This trigger only checks for new documents being completed every 15 minutes.
Try ItFirst NameRequired
Last NameRequired
Email AddressRequired
Company
Phone Number
Document HashRequired
Include audit trailRequired
Storage Source
Folder
SpreadsheetRequired
WorksheetRequired
TableRequired
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Document Sent
Triggers when a new document has been sent. Note: This trigger only checks for documents sent every 15 minutes.
Try ItTemplateRequired
Enable SMS Signer Authentication
Sandbox
Document Title
Message
Custom Requester Name
Custom Requester Email
Redirect URL After Signature
Embedded Signing
Require All Signers
Automatic Reminders
Storage Source
Folder
SpreadsheetRequired
WorksheetRequired
Try ItStorage Source
Folder
SpreadsheetRequired
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