Ready Sign Doc automatically filed in particular folder after completion

What licensing level are you on?  Box Forms + Automate should be able to do what you’re asking.

I am on the Business Plan.  Willing to upgrade if we needed ready sign links.

I tried to think of how to more clearly communicate what I need:

We are creating a provider onboarding portal.

Every provider has their own onboarding folder in Box.

We use reusable Box Sign templates (Application, W-9, Paycor).

Our goal is for the provider to complete a Box Sign document via a link in the Box Note “homepage” that they land on and have the completed signed PDF automatically saved (or moved) into that provider's onboarding folder.

Is this possible using Box Automate/Relay, metadata, or another native Box feature without custom development?

If so, what workflow would you recommend?

There is a Vendor Onboarding Solution available that would involve a Box Consulting engagement, but if you want to take a look, you can choose “Solutions” from the left-side options.

Other than that, I would probably do something like this:
1. Create a Box Form (you can probably use the same form for all providers and just have a metadata field identify the specific provider).
2. When the form is submitted, it starts an Automate workflow where it creates a folder for that provider, uses Doc Gen to create personalized documents that include Box Sign tags, sends out the emails with the sign requests, and then performs additional tasks as needed (send a notification, route to an approval task, etc)
 

Thank you! Our provider folders are already created manually before onboarding begins. Is there a way for Box Automate to use the provider's existing onboarding folder rather than creating a new one? Our goal is for completed Box Sign documents (App, W-9) to be automatically filed into that provider's existing folder after signing.
 

Thank you for taking the time to help!
I will look into the Solutions tab you mentioned as well.