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File Signed Agreements

Pair signed PDFs with audit certificates in final agreements

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File each signed agreement with its audit page
Reads
  • signed agreement PDF
    signed agreement PDF

    Your signed agreement PDF arrives in the export folder with its envelope ID in the filename.

  • signing details
    signing details

    Your envelope details show whether signing finished and which signer represents the client.

  • completion certificate PDF
    completion certificate PDF

    Your completed envelope includes the audit certificate that belongs with this agreement.

  • client folder list
    client folder list

    Your setup list pairs each client signer email with one final-agreements folder.

  • existing client files
    existing client files

    Your client's final folder may already hold one or both PDFs for this envelope ID.

  • agreement owner email
    agreement owner email

    Your setup names the agreement owner who should receive both file links.

Shared drive
Shared drive

Your shared drive flags new exports and lets the Agent download each PDF with its filename.

Shared drive
Signing service
Signing service

Your signing service confirms the completed signing and supplies its matching completion certificate.

Signing service
Cloud file storage service
Cloud file storage service

Your cloud file storage service holds both final PDFs, creates view links, and emails sharing invitations to the owner.

Is the envelope ID missing, signing incomplete, or the client match unclear?YesNo
Leave the export for owner review
Is the completion certificate unavailable?YesNo
Leave the export in place and retry the certificate
Are both final PDFs already in the client folder?YesNo
Share the existing file links with the owner
Writes
  • signed agreement view link
  • audit certificate view link
  • owner sharing invitations
    owner sharing invitations

    Your agreement owner receives an email invitation for each of the two final files.

Upload any missing agreement and audit PDFs
Writes
  • filed signed agreement PDF
    filed signed agreement PDF

    Your client's final folder holds the signed copy under a filename with its envelope ID.

  • filed completion certificate PDF
    filed completion certificate PDF

    Your client's final folder holds the matching certificate beside the signed copy.

Did either upload fail?YesNo
Keep existing files and retry the missing upload
Create both view links and invite the owner to both files
Writes
  • signed agreement view link
  • audit certificate view link
  • owner sharing invitations
    owner sharing invitations

    Your agreement owner receives an email invitation for each of the two final files.

This Agent waits for a signed agreement PDF in your shared export folder. It confirms the completed envelope and client, then downloads the audit certificate. It files both PDFs and sends the owner links.

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Google Drive
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Google Contacts
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Docusign
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Microsoft Office 365
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Box
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Made for your industry

File Signed Agreements is made for businesses in these industries.

Made for your role

File Signed Agreements is made for people in these roles.

Made for your department

File Signed Agreements is made for people in these departments.

How File Signed Agreements works

4 steps, in order, on every run.

  1. Find the signed PDFFind the new PDF in your chosen export folder. Read its envelope ID from the filename.
  2. Confirm the client matchConfirm the envelope is complete and match its client signer to your list. Hold unclear matches for the owner.
  3. File the agreement and audit pageDownload the completion certificate. Check the client folder for this envelope ID and upload only missing PDFs.
  4. Share both final linksCreate view links once both PDFs are present. Email the owner a sharing invitation for each file.

How to Get Started

Connect your tools

Connect the tools you already use, such as Google Drive, Google Contacts or Docusign.

5 tools
Set your rules
  • Choose the shared export folder and the final agreements folder.
  • Have the signing export include the envelope ID in each signed PDF filename, and identify which signer role represents the client.
  • Provide a client list that pairs each client signer email with the client's final-agreements subfolder, plus the agreement owner's email address.
  • Authorize reading the export folder and signing envelopes and writing and sharing files in final agreements.
Launch the Agent

Use safe mode to approve every result before it goes out, or let the Agent run automatically.

FAQs

Frequently asked questions about the File Signed Agreements:

What do I need to set up before filing starts?

You choose both folders, the client signer role, and the owner email. Provide a client email-to-folder list and PDFs named with envelope IDs. Authorize access to the signing service and folders.

What happens if the Agent cannot match a client?

The owner reviews the PDF in your export folder. The Agent holds it there if the envelope is incomplete or the signer lacks one clear match.

Will this create duplicate final agreements?

The Agent checks the client's folder for files with the same envelope ID. If both PDFs already exist, the owner gets links to those files.

What if the audit certificate is missing?

The owner gets links only after both PDFs are in the final folder. The Agent retries a missing certificate or failed upload.

What happens when the Agent is unsure?

It stops and asks you. The Agent does not guess when it reaches a decision you have not approved.

Can I review its work?

Yes. Every run creates a plain-language log that you can review and export. Logs are kept for twelve months.

What happens if I cancel?

The Agent stops at the end of the billing month and its tool connections are removed. Your run logs remain available for twelve months.

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