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Fiat Lux - ASIA
Level 15

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@brittany-bertsch 

You may have 2 options:

1. Consider Docusign for your documents and utilize a connector to automate the process and move the signed documents automatically to GDrive or OneDrive. You may access the signed documents on WorkZone later.

https://automate.io?ref=quickbooks

 

2. Utilize this app to create a document and run the workflow including the approval process.

https://processstreet.grsm.io/teamwork

then utilize a connector to automate the process and move the signed documents automatically to GDrive or OneDrive.

https://www.integromat.com/?pc=quickbooks