Schedule a template to send out monthly?

[aylag63694587]

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

[rachel-a]

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