Get User in Totango when Document is Signed in Mydocsafe
Get User in Totango when Form is submitted in Mydocsafe
Get User in Totango when Esign is Rejected in Mydocsafe
Get User in Totango when Sign Request Sent via MyDocSafe
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.
Get details of user account
Create Folder in a specific parent folder
Create a Portal in a Portal Group
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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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