Can I filter for documents signed by a specific client?

Yes, you can filter signed documents based on client names. Just specify the client names, and DryMerge will keep track of the signed documents accordingly.

Can I store documents in different folders based on their type?

Yes, you can specify folder paths based on document types or other criteria. DryMerge will handle the sorting and storage for you.

Any precautionary steps for handling confidential documents?

Ensure the destination folders in SearchWeb have appropriate access controls and permissions to maintain confidentiality.

Which people use this automation? What do they use it for?

This is commonly used by administrative and operations teams to keep signed documents organized and easily accessible for further processing.

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PandaDoc + Browse by DryMerge

Share Signed Documents with Team via SearchWeb

Ensure your team has access to all signed documents by sending them from PandaDoc to a designated folder in SearchWeb. This helps teams maintain a centralized storage for all critical documents.

Document Signed

Triggers when a document is signed in PandaDoc.

Store in Team Folder

Sends the signed document to a team folder in SearchWeb.

See more PandaDoc to Browse by DryMerge integrations or use AI to customize your automation.

or pick a common variation below

Archive Signed Documents Using SearchWeb

PandaDoc + Browse by DryMerge

Track Document Revisions via SearchWeb

PandaDoc + Browse by DryMerge

How to use DryMerge

Ask for what you want.

Tell DryMerge what you want to automate using plain English. For example, "Share signed documents with team via searchweb"

Share signed documents with team via searchweb

DryMerge figures out the details.

Based on your description, DryMerge identifies the apps involved, determines the appropriate triggers and actions, and creates the automation for you.

Sure! Connecting

Your workflow is ready to go!

Once DryMerge has created your automation, it will run automatically whenever the trigger event occurs, saving you time and effort.

Frequently Asked Questions

Our Capabilities

See what DryMerge can do with PandaDoc + Browse by DryMerge.

New Document Created

Triggers when a new document is created in PandaDoc

Document Status Changed

Triggers when the status of a document changes in PandaDoc

New Template Created

Triggers when a new template is created in PandaDoc

New Document Sent

Triggers when a new document is sent in PandaDoc

New Document Viewed

Triggers when a document is viewed in PandaDoc

New Document Completed

Triggers when a document is completed in PandaDoc

New Document Expired

Triggers when a document expires in PandaDoc

New Document Deleted

Triggers when a document is deleted in PandaDoc

New Document Comment

Triggers when a new comment is added to a document in PandaDoc

Create Document

Creates a new document in PandaDoc

Delete Document

Deletes a document in PandaDoc

Update Document

Updates an existing document in PandaDoc

App details

PandaDoc

PandaDoc is a document automation software. Create, send, track, and e-sign documents, proposals, and contracts to streamline your document workflow and close deals faster.