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Create Eversign documents from a template and send them via Outlook 365

Create Eversign documents from a template and send them via Outlook 365

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This template helps you create an Eversign document from a Template. Then, the eversign document is downloaded and sent via Microsoft 365 Email. The scenario can be setup to run automatically at a specific time interval (every day, week or a specific date).

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Create your own workflow

Create custom workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.

Microsoft 365 Email (Outlook)
Add an Attachment

Adds an large attachement to a message.

Action
eversign
Cancel a Document

Cancels a document.

Action
eversign
Create a Document

Creates a document.

Action
Microsoft 365 Email (Outlook)
Create a Draft Message

Creates a new draft message.

Action
eversign
Create a Template

Creates a template.

Action
Microsoft 365 Email (Outlook)
Create and Send a Message

Creates and sends a new message immediately.

Action
eversign
Delete a Document

Deletes a document or template. Only cancelled documents and draft documents or templates can be deleted.

Action
Microsoft 365 Email (Outlook)
Delete a Message

Deletes a message.

Action
eversign
Download a Final Document

Downloads a final pdf.

Action

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