Automate Document Creation and Signing with OneDrive and Scrive
Automatically create and initiate the signing process for documents in Scrive whenever a new file is added to OneDrive.
This workflow streamlines the document management process by integrating OneDrive and Scrive. When a new file is uploaded to a specified OneDrive folder, the workflow downloads the file, converts it to a PDF if necessary, and creates a new document in Scrive. It then automatically starts the signing process, saving time and reducing manual effort.
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How to import this workflow into Make
- 1Purchase or download the workflow to get the Make blueprint JSON file.
- 2In Make, create a new scenario, click the three-dots menu, and choose "Import Blueprint".
- 3Reconnect each module to your own app connections when prompted.
- 4Run the scenario once to verify it, then set your schedule and turn it on.
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