Contents
This is the list of available actions:
- Approve
- Custom Task
- WillowSign
- Simple Sign
- Auto Sign
- Digital Certificate
- Fill in a Form
- Supply Information
- AI Data
- External Data
- Add Text to Document
- Rename
- Stamp
- Watermark
- Highlight
- Redact
- Convert to PDF
- Merge
- Split
- Create Booklet
- Divide Booklet
- Upload to SharePoint
- Upload to OneDrive
- Upload to Google Drive
- Upload to Dropbox
- Secure Email
- System Email
- Export Data to CSV
- Compliance Report
Rules
- Actions are grouped in 6 categories by their purpose:
- Flow Control:
- Signing:
- Provide Data:
- Modify:
- Rearrange:
- Export:
- The only manual actions (requiring the user's input) are:
- In some actions, you may use metadata. Metadata is a dynamic variable such as “User Who Added Files” or “Current Date”. More info on this in the Metadata Concept chapter.
- File modifying actions are : WillowSign, Simple Sign, Auto Sign, Digital Certificate, Add Text to Document, Stamp, Watermark, Highlight, Redact, Convert to PDF, Merge, Split, Create Booklet and Divide Booklet.
- Each action (except the Fill in a Form action) can have a condition that decides whether the action will be performed or skipped. More on conditions on the Conditions Concept page.