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Automation template

Contract signed by all parties: forwarding and archiving

Built by Edusign · Documents & contracts

One automation, two actions: the student office receives the contract and its proof of signature, and your document management system archives it.

Try Edusign

Paste the prompt into AutoAI from the Automations screen in Edusign: the automation is created exactly as described here.

Preview

1 condition · 2 actions
  1. When

    A document is completed

  2. And

    "Document title" starts with "Contract"

  3. Then

    Send an email

    Recipient[STUDENT OFFICE EMAIL]
    SubjectContract complete: {{document.title}}

    All parties signed {{document.title}} on {{document.completedAt}}. Document: {{document.documentUrl}}. Proof of signature: {{document.proofUrl}}.

  4. Then

    Call a webhook

    Webhook URL
    [DMS WEBHOOK URL]
    Data
    Document ID, Document title, Completion date, Document URL, Proof URL

What to personalise

The {{variables}} are filled in by Edusign each time a message is sent. Replace the fields in yellow with your own values before pasting the prompt.

  • STUDENT OFFICE EMAIL
  • DMS WEBHOOK URL

Your automations up and running in minutes