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Create Document in Swiftype when Document is Signed in Mydocsafe
Create Document in Swiftype when Form is submitted in Mydocsafe
Create Document in Swiftype when Esign is Rejected in Mydocsafe
Create Document in Swiftype when Sign Request Sent via MyDocSafe
Create a Folder in Mydocsafe when New Document in Swiftype
Create a Portal in Mydocsafe when New Document in Swiftype
Create a Portal Group in Mydocsafe when New Document in Swiftype
Triggers when a document is signed by all required parties.
Triggers when a form is submitted
Triggers when a esign is rejected
Triggers when a document sign request is sent.
Triggers when a new Documents is created.
Create Folder in a specific parent folder
Create a Portal in a Portal Group
Creates a new Document.
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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
MyDocSafe 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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