Automations based on document signature status
I'd like to be able to be notified when a document is fully signed, so setting up an automation for that would be ideal.
Taylor Edwards
shared this idea
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Jacob Milne commented
We have documents from almost every status that exist in our organization... would be huge!
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Justin Bookman
commented
Bumping this suggestion up. Leighton's comments hit the nail - need ability in Automations for signature status condition as well as template name. Business case example below.
Goal/purpose: We require our subcontractors to e-sign a work order agreement for each job the accept and want to be notified if they *have not* signed it prior to the scheduled build day.
- 1 day before Scheduled Start Date (custom job field) if the subcontractor has *not signed* our Work Order e-Signature (document template name), send an email to our Operations Director.
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Leighton Ross commented
Another factor to this suggestion: filter by template names! Each document type, or estimate type, or invoice type for that matter may require different action steps.
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They almost had it!!
When an "Attachment" is "Created"
Conditions
>If the "Type" is Equal to "Document"
>MISSING : If "Signature Status" is Equal to "signed"...