Store the file in Google Drive after signing the CloudSign employment contract.

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■Overview

‍After the employment contract is officially signed via CloudSign, set up a workflow to automatically store an electronic copy of the contract in Google Drive.

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■Setup Instructions

・Set up the "When a document is completed" trigger in CloudSign.

・Branch based on whether the document title contains the word "employment contract." If it does, specify the document ID using the "Get list of files attached to the document" action in CloudSign.

・Set the document ID and other details using the "Attach file to document" action in CloudSign.

・Specify the folder ID and file name using the "Search for files and folders in a specific folder" action in Google Drive.

・Specify the destination folder ID and file name using the "Upload file" action in Google Drive, and set the file attachment method to "Use output."

・Select the "Update record" action in the operation that manipulates the database, search for the relevant record, and update the file.

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■Notes

・Integration settings between CloudSign and Google Drive are required.

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