Document & File Management

Connect SignNow to Sortment

Connect SignNow to Sortment so its AI agents can read, create and store the files, reports and assets your campaigns use. You approve every change.

Book a call Read the docs

Actions: 317
Triggers: —
Authentication: OAuth2
Category: Document & File Management

What Sortment's agents can do in SignNow

317 actions. The ones lifecycle programs use most are shown first.

ADD AND EDIT EMAIL GENERAL BRANDING
ADD CONTACT TO GROUP
ADD CUSTOM HISTORY EVENT
ADD MEMBERS
Add Organization Members Batch
CREATE API EVENT SUBSCRIPTION
CREATE CONTACT GROUP
CREATE CRM CONTACT
CREATE EMAIL LOGO BRAND RESOURCE
CREATE EVENT SUBSCRIPTION
CREATE ORGANIZATION EMAIL BRAND RESOURCE
EXPORT LAST ACTIVITY OF MEMBERS
EXPORT LAST LOGINS OF MEMBERS
IMPORT CRM CONTACTS IN BULK
SEND DOCUMENT GROUP BY EMAIL
SEND DOCUMENT SMS INVITE
SEND GROUP PAYMENT INVITE
UPDATE CANCELED INVITE EMAIL BRANDING
UPDATE COMPLETED INVITE EMAIL BRANDING
UPDATE CONTACT GROUP
UPDATE CRM CONTACT
UPDATE EMAIL LOGO FROM URL
UPDATE EVENT SUBSCRIPTION
UPDATE FREEFORM SIGNED CC EMAIL BRANDING
UPDATE INVITE CC EMAIL BRANDING
UPDATE INVITE COMPLETED CC EMAIL BRANDING
UPDATE INVITE EMAIL BRANDING
UPDATE REASSIGN CC EMAIL BRANDING
UPDATE REASSIGN EMAIL BRANDING
UPDATE REMINDER EMAIL BRANDING
UPDATE SIGNING WELCOME MESSAGE
UPDATE STEP COMPLETED CC EMAIL BRANDING
Update User Details
ADD AND CHANGE LOGO FROM URL
ADD DOCUMENT METADATA
Add Metadata to Document Group

Show all 317 actions

ADD MODERATOR OR ADMIN
ADD SMART FIELDS TO TEMPLATE
ADD TEMPLATE TO DOCUMENT GROUP TEMPLATE
CREATE AND EDIT EDITOR BRAND RESOURCE
CREATE AND EDIT GENERAL BRAND RESOURCE
CREATE BRAND
CREATE BRAND FROM TEMPLATE FILE
CREATE DOCUMENT EMBEDDED EDITOR LINK
CREATE DOCUMENT EMBEDDED INVITE
CREATE DOCUMENT EMBEDDED INVITE LINK
CREATE DOCUMENT EMBEDDED SENDING LINK
CREATE DOCUMENT EMBEDDED VIEW LINK
Create Document From Template
Create Document Group
CREATE DOCUMENT GROUP EMBEDDED EDITOR LINK
CREATE DOCUMENT GROUP EMBEDDED INVITE
CREATE DOCUMENT GROUP EMBEDDED INVITE LINK
CREATE DOCUMENT GROUP EMBEDDED SENDING LINK
CREATE DOCUMENT GROUP EMBEDDED VIEW LINK
CREATE DOCUMENT GROUP FROM TEMPLATE
CREATE DOCUMENT GROUP TEMPLATE
Create Document Signing Link
CREATE FOLDER
CREATE FREEFORM INVITE
CREATE GROUP TEMPLATE FROM DOCUMENT GROUP
CREATE LOGO BRAND RESOURCE
CREATE ORGANIZATION
CREATE ORGANIZATION BRAND
CREATE ORGANIZATION EDITOR BRAND RESOURCE
CREATE ORGANIZATION GENERAL BRAND RESOURCE
CREATE ORGANIZATION LOGO BRAND RESOURCE
CREATE SCHEDULED INVITE
CREATE TEAM
Create Template
EXPORT PAID REQUEST LOGS
Generate Document
Import Template From DocuSign
SEARCH DOCUMENTS TEMPLATES AND GROUPS
Send Bulk Template Invite
SEND DOCUMENT GROUP INVITE
SEND DOCUMENT INVITE
SEND FAX
SEND SCHEDULED INVITE
Update Brand
UPDATE DOCUMENT
Update Document Group
UPDATE DOCUMENT GROUP INVITE
UPDATE DOCUMENT GROUP RECIPIENTS
UPDATE DOCUMENT GROUP ROLE
UPDATE DOCUMENT GROUP TEMPLATE
UPDATE DOCUMENT GROUP TEMPLATE RECIPIENTS
UPDATE DOCUMENT GROUP TEMPLATE ROLE
UPDATE ORGANIZATION ADMIN ROLE
Update Organization Brand
UPDATE ORGANIZATION SETTINGS
Update Role For Template
UPDATE SCHEDULED INVITE
UPDATE TEAM INVITE STATUS
Update Template Recipients
Upsert Document Group Signing Link
UPSERT SEND INVITE BRANDING
GET CONTACT GROUP
GET CRM CONTACT DETAILS
GET EMAIL CANCELED RESOURCE
GET EMAIL COMPLETED RESOURCE
GET EMAIL GENERAL RESOURCE
GET EMAIL INVITE RESOURCE
GET EMAIL LOGO BRAND RESOURCE
GET EMAIL REASSIGN RESOURCE
GET EMAIL REMINDER RESOURCE
Get Event Subscription Details
GET FREEFORM SIGNED CC EMAIL BRANDING
GET INVITE CC EMAIL BRANDING
GET INVITE COMPLETED CC EMAIL BRANDING
GET MERCHANT ACCOUNT
GET ORGANIZATION EMAIL BRAND RESOURCE
GET PERSONAL MERCHANT ACCOUNT
GET REASSIGN CC EMAIL BRANDING
GET STEP COMPLETED CC EMAIL BRANDING
GET USER DETAILS
Get User Role For Template
GET WELCOME MESSAGE
INVITE USER TO TEAM
LIST ADMIN ORGANIZATIONS
List Allowed Team Admins
LIST API REQUEST LOGS
LIST BRANDS
LIST CALLBACKS
LIST CALLBACKS BY EVENT SUBSCRIPTION
LIST COMPLETED DOCUMENT FIELDS
LIST CONTACT GROUPS
LIST CONTACT GROUPS FOR CONTACT
LIST CONTACTS FROM GROUP
LIST CRM CONTACTS
LIST CRM USERS
LIST DOCUMENT FREE FORM INVITES
LIST DOCUMENT GROUP RECIPIENTS
List Document Groups
LIST DOCUMENT GROUPS CREATED FROM TEMPLATE
List Document Group Template Recipients
LIST DOCUMENT GROUP TEMPLATE ROLES
LIST DOCUMENT GROUP TEMPLATES
LIST DOCUMENT GROUP USERS
List Documents From Template
LIST DOCUMENT USERS
LIST EMAILS OF THE INVITE STEP
LIST EVENT SUBSCRIPTIONS
LIST FAVORITES
LIST FOLDERS
LIST FREE FORM INVITE DOCUMENTS
LIST MEMBERS LAST LOGINS
List Metadata of Document Group
LIST MODIFIED DOCUMENTS
LIST ORGANIZATION ADMINS
List Organization Brands
LIST ORGANIZATION MEMBERS
LIST ORGANIZATION USER DOCUMENTS
List Paid Request Logs
LIST PENDING DOCUMENT GROUP INVITES
List Pinned Templates
List Team Admins
List Team Members
List Template Recipients
LIST USER DOCUMENTS
LIST USERS ACTIVITY
LIST USERS BY CONTACT
LIST USER TEAMS
Move Organization Members Batch
UPLOAD DOCUMENT WITH TAGS
Assign Brand to Entity
DOWNLOAD DOCUMENT
DOWNLOAD DOCUMENT ATTACHMENT
Download Document Group
GET ACCESS TOKEN METADATA
GET BRAND
GET BRAND ASSIGNED TO ORGANIZATION
GET BRAND OF APPLICATION
GET BRAND OF DOCUMENT
GET BRAND OF DOCUMENT GROUP
GET BRAND TEMPLATE FILE
GET CALLBACK DETAILS BY ID
GET DECLINED FIELD INVITE
GET DOCUMENT
GET DOCUMENT DOWNLOAD LINK
Get Document Generation Status
Get Document Group
Get Document Group Details
GET DOCUMENT GROUP HISTORY
GET DOCUMENT GROUP INVITE
GET DOCUMENT HISTORY
GET DOCUMENT METADATA
GET EDITOR BRAND RESOURCE
GET FOLDER BY ID
GET GENERAL BRAND RESOURCE
GET LOGO BRAND RESOURCE
GET MONTHLY REQUEST TOTALS
GET ORGANIZATION ACTIVITY
Get Organization Brand
GET ORGANIZATION EDITOR BRAND RESOURCE
GET ORGANIZATION GENERAL BRAND RESOURCE
GET ORGANIZATION LOGO BRAND RESOURCE
GET ORGANIZATION SETTINGS
GET PAID REQUEST TOTALS
GET REQUEST LOG
GET SEND INVITE BRAND RESOURCE
GET SMART FIELDS FROM TEMPLATE
GET TEAM
GET TEAM INVITE
MARK DOCUMENT AS FAVORITE
MARK DOCUMENT GROUP AS FAVORITE
MOVE DOCUMENT
Move Document Group
MOVE DOCUMENT GROUP TEMPLATE
MOVE DOCUMENTS IN BULK
SET ALLOWED TEAM ADMIN
UPLOAD DOCUMENT
UPLOAD DOCUMENT FROM URL
UPLOAD ORGANIZATION LOGO
ACTIVATE EVENT SUBSCRIPTION
CONNECT ORGANIZATION MERCHANT ACCOUNT
CONNECT PERSONAL MERCHANT ACCOUNT
Expire User Tokens
RESEND EMAIL INVITE
SHARE CONTACT WITH OTHER USERS
UNSHARE DOCUMENT FROM ALL USERS
UNSHARE DOCUMENT FROM USER
UNSHARE DOCUMENT GROUP FROM ALL USERS
UNSHARE DOCUMENT GROUP FROM USER
UNSHARE DOCUMENT GROUP TEMPLATE FROM USER
UNSHARE GROUP TEMPLATE FROM ALL USERS
ACCEPT INVITE TO ORGANIZATION
ACTIVATE DEACTIVATE ALLOWED TEAM ADMINS
CHANGE TEAM PRIMARY ADMIN
Correct Document Group Invite
DECLINE GROUP INVITE
DECLINE INVITE TO ORGANIZATION
DECLINE TO SIGN A FIELD INVITE
Demote Team Admin
Duplicate Document Group
DUPLICATE DOCUMENT GROUP TEMPLATE
Duplicate Template
ENABLE TEAM DOCUMENTS FOLDER
GRANT TEAM ADMIN PERMISSIONS
MERGE DOCUMENTS
PREFILL SMART FIELDS
PREFILL TEXT FIELDS
Rename Document Group
RENAME FOLDER
RENAME ORGANIZATION
RENAME TEAM
Replace Signer
RESEND CALLBACK
RESEND DOCUMENT GROUP INVITE
RESEND FREEFORM INVITE
RESPOND TO ORGANIZATION ADMIN INVITE
RESPOND TO TEAM INVITE
SHARE DOCUMENT
SHARE DOCUMENT GROUP
SHARE DOCUMENT GROUP TEMPLATE
Share Template
TERMINATE ACCESS TOKEN
UNASSIGN BRAND FROM APPLICATION
UNASSIGN BRAND FROM DOCUMENT
UNASSIGN BRAND FROM DOCUMENT GROUP
UNASSIGN BRAND FROM ORGANIZATION
DEACTIVATE EVENT SUBSCRIPTION
DELETE CONTACT GROUP
DELETE CRM CONTACT
DELETE EMAIL CANCELED RESOURCE
DELETE EMAIL COMPLETED RESOURCE
DELETE EMAIL GENERAL RESOURCE
DELETE EMAIL INVITE RESOURCE
DELETE EMAIL LOGO BRAND RESOURCE
DELETE EMAIL REASSIGN RESOURCE
DELETE EMAIL REMINDER RESOURCE
DELETE EVENT SUBSCRIPTION
DELETE FREEFORM SIGNED CC EMAIL BRANDING
DELETE INVITE CC EMAIL BRANDING
DELETE INVITE COMPLETED CC EMAIL BRANDING
DELETE MERCHANT ACCOUNT
DELETE ORGANIZATION EMAIL BRAND RESOURCE
DELETE PERSONAL MERCHANT ACCOUNT
DELETE REASSIGN CC EMAIL BRANDING
DELETE STEP COMPLETED CC EMAIL BRANDING
DELETE USER FROM TEAM
REMOVE CONTACT FROM GROUP
Remove Organization Members Batch
RESET WELCOME MESSAGE TO DEFAULT
Revoke Shared Contact Access
Cancel Document Field Invite
CANCEL DOCUMENT GROUP INVITE
CANCEL FREEFORM INVITE
CANCEL INVITE FOR ONE SIGNER
CANCEL INVITES FOR ALL SIGNERS
CANCEL SCHEDULED INVITE
DELETE BRAND
DELETE DOCUMENT
DELETE DOCUMENT EMBEDDED INVITES
Delete Document Group
DELETE DOCUMENT GROUP EMBEDDED INVITES
DELETE EDITOR BRAND RESOURCE
DELETE EMPTY TRASH BIN FOLDER
DELETE FOLDER
DELETE GENERAL BRAND RESOURCE
DELETE LOGO BRAND RESOURCE
DELETE ORGANIZATION
Delete Organization Brand
DELETE ORGANIZATION EDITOR BRAND RESOURCE
DELETE ORGANIZATION GENERAL BRAND RESOURCE
DELETE ORGANIZATION LOGO
DELETE ORGANIZATION LOGO BRAND RESOURCE
DELETE SEND INVITE BRAND RESOURCE
DELETE SMART FIELDS FROM TEMPLATE
DELETE TEAM
DISABLE TEAM DOCUMENTS FOLDER
Remove Access To Template
REMOVE ADMIN MODERATOR
REMOVE DOCUMENT FROM FAVORITES
REMOVE DOCUMENT GROUP FROM FAVORITES
Remove Metadata from Document Group
Remove Team Admin

How it works

1
Connect
Connect it in Settings › Connectors. Most tools take one click to authorise.
2
Put agents to work
Strategy, Content and Analyst AI can read from it and act in it as part of your lifecycle programs.
3
Approve and measure
You review every change before it goes live, and Sortment measures the lift.