Skip to main content
Participant
December 7, 2022
Question

Schedule a template to send out monthly?

  • December 7, 2022
  • 1 reply
  • 572 views

Is there a way to schedule a template to send out on the first of each month? The email address and template never change. 

This topic has been closed for replies.

1 reply

rachel-a
Participant
December 8, 2022

Hi @aylag63694587 - Do you have access to Power Automate? If yes, you can create a Scheduled cloud flow and use the document template from your template library. The action you need is Create an agreement from a library template and send for signature (screenshot below). The first time you use it, you will be prompted for your Sign credentials which will automatically give you access to select a template from your library. This will then create the agreement and you can view the status as you normally would in your Sign account.

 

Hope this helps!

Rachel