Create New Document From a Template

Before starting

Make sure that you have a template set up in Agrello.

‍

Action configuration

Choose Create New Document From a Template from the action configuration dialog and click Continue. 

‍

1st set of parameters

First you need to define where the created document should be stored on Agrello and what template should be used, and how to name the document.

‍

2. Template specific parameters

Once you have chosen the template, Zapier loads a list of template specific parameters for you to fill in.

These include publishing settings (Send for signing immediately and output type) and fields found in template.

‍

Important note! Signature field in Zapier values must contain email addresses of the signers - make sure your data source contains the emails of signers.

‍