Send a PDF document from SharePoint (using OneDrive Site's Drive) for signing via PandaDoc
Send a PDF document from SharePoint (using OneDrive Site's Drive) for signing via PandaDoc
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About
Every time a pdf document is uploaded to SharePoint, Make will automatically upload it to PandaDoc and send it for signing.
The SharePoint site has to be followed by the signed-in user who creates a scenario from this template.
The template works for pdf documents that have either 1 signature form field named "signature" or 2 signature form fields named "signature1" and "signature2" for 1 and 2 signers respectively. The name of the document has to be in the following format.
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Create your own workflow
Create custom workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.
Copies a file into new folder location.
Creates a new contact.
Creates a new document.
Creates a new folder.
Deletes a contact.
Deletes a document.
Deletes a file or folder.
Downloads a document in PDF format.
Downloads a specified file.
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