Store files in Adobe Acrobat Sign when they are uploaded to Box

■Overview

Do you find it time-consuming to manually move important files uploaded to Box to Adobe Acrobat Sign each time?
In addition to taking time, this manual process can lead to human errors, such as selecting the wrong file or failing to store a file.
This workflow automatically stores files uploaded to a specific Box folder in Adobe Acrobat Sign.
Eliminate the time and errors associated with manual work and ensure reliable file transfers.

■Recommended for

• Anyone who manually moves files such as contracts between Box and Adobe Acrobat Sign
• Legal and sales teams looking to eliminate file management errors and improve operational accuracy
• Anyone looking to automate and streamline workflows related to electronic contracts

■Benefits of using this template

• Files are automatically stored in Adobe Acrobat Sign as soon as they are uploaded to Box, reducing the time spent moving files manually.
• Because no manual work is required, this workflow prevents human errors such as missed uploads and incorrect file selection, improving operational reliability.

■Flow

1. First, connect Box and Adobe Acrobat Sign with Yoom.
2. Select Box as the trigger, set the “When a file is uploaded to a folder” action, and specify the folder that will start the automation.
3. Set Box’s “Download file” action as an operation to download the file detected by the trigger to Yoom.
4. Finally, set Adobe Acrobat Sign’s “Upload document file” action as an operation to store the downloaded file.

※ “Trigger”: An action that starts the flow. “Operation”: An action that processes data within the flow after the trigger starts.

■Customization options

• In the Box trigger settings, you can specify any folder as the starting point for the automation.
• When uploading a file to Adobe Acrobat Sign, you can specify the storage location (base URL) and file name using any values.

‍■Notes

• Connect both Box and Adobe Acrobat Sign with Yoom.
• You can choose a trigger interval of 5, 10, 15, 30, or 60 minutes.
  Note that the shortest available interval varies by plan.
• Files up to 300 MB can be downloaded.
  Depending on the app specifications, the limit may be less than 300 MB.
  For details on the file size limits for triggers and each operation, see here.