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How to save the completed document's Audit trail to a Dropbox folder?

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By integrating BoldSign with Dropbox through Power Automate, you can automatically save the completed document’s Audit trail to a Dropbox folder. This streamlines document organization by keeping all your audit trail documents in one centralized location. In this integration, BoldSign serves as the trigger app, while Dropbox acts as the action app for storing and managing your documents.

Follow the steps below to save the completed document’s Audit trail to a Dropbox folder:

  • Open the link Power Automate and create your account.
  • In Power Automate, navigate to the Connections menu and add BoldSign as a connection.

Connections

  • Once you have created the connection, click Create, navigate to My flows, and select New flow to start building your workflow.

New flow

  • A Designer page will open. Disable the New designer button.

New designer

  • Select BoldSign as the trigger app.

Trigger app

  • Then choose a Webhook event as Completed and click the Next step button.

Webhook event

  • On the action page, select BoldSign as the action app and click the Download Audit trail option.

Download audit trail

  • Map the document Id in the Document ID field then click New stepbutton.

Document ID

  • In the Operations section select Dropbox as the action app.

Action app

  • Then click Create file as the action which will save the completed document’s Audit trail to your designated Dropbox folder.

Create file

  • Sign in to your Dropbox account to create a connection.

Sign in to Dropbox

  • Configure the Dropbox action by filling details in the Folder Path, File Name and File Content fields.

Action

  • Once done click the Save button.
  • You have successfully integrated BoldSign with Dropbox using Power Automate. Now, whenever a document is completed, the Audit trail document will automatically be added to the Dropbox folder.
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