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Create a Folder in Mydocsafe when Task Completed in Checkflow
Create a Portal in Mydocsafe when Task Completed in Checkflow
Create a Portal Group in Mydocsafe when Task Completed in Checkflow
Create a Folder in Mydocsafe when File Uploaded to Checkflow
Create a Portal in Mydocsafe when File Uploaded to Checkflow
Create a Portal Group in Mydocsafe when File Uploaded to Checkflow
Create a Folder in Mydocsafe when New Checklist in Checkflow
Create a Portal in Mydocsafe when New Checklist in Checkflow
Create a Portal Group in Mydocsafe when New Checklist in Checkflow
Create a Checklist in CheckFlow when Document is Signed in Mydocsafe
Triggers when a new task is created in Checkflow.
Triggers when a new file is uploaded within a task.
Triggers when a new checklist is created.
Triggers when a document is signed by all required parties.
Triggers when a form is submitted
Triggers when a esign is rejected
Creates a new checklist
Creates a shared URL for a valid Checklist Id
Finds a Checklist Optionally, create a checklist if none are found.
Create Folder in a specific parent folder
Create a Portal in a Portal Group
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Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.
Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
Checkflow is a powerful tool designed to streamline and automate your workflow processes. It helps teams manage tasks, track progress, and ensure that all steps in a process are completed efficiently. With Checkflow, you can create custom workflows, assign tasks, and monitor the status of each project in real-time, making it an essential tool for enhancing productivity and collaboration.
Learn MoreMyDocSafe is a secure document management and e-signature platform designed to streamline workflows, enhance compliance, and improve client engagement. It offers features such as secure document storage, electronic signatures, client portals, and automated workflows.
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