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Schedule a template to send out monthly?

Community Beginner ,
Dec 07, 2022 Dec 07, 2022

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

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Send documents , Workflow designer

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New Here ,
Dec 07, 2022 Dec 07, 2022

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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

 

rachela_1-1670472592216.png

rachela_2-1670473658045.png

 

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