■Overview
This is a flow to update Microsoft Excel information once a contract is completed in CloudSign.
■Recommended for
1. Companies that create forms using CloudSign
・Those who create and manage transaction-related documents
・Those who manage the process up to document signing
2. Those who manage information using Microsoft Excel
・Those who centrally manage the details of forms
・Those who use it to visualize information within the team
■Benefits of using this template
CloudSign is a tool to streamline the entire process from document issuance to signing.
By centrally managing information with Microsoft Excel, it facilitates information sharing within the team.
However, updating Microsoft Excel information every time a contract is completed in CloudSign is inefficient and time-consuming.
This flow is suitable for those who want to minimize the effort involved in their work.
By utilizing this flow, you can automatically add the document signing date to Microsoft Excel after a contract is completed in CloudSign, eliminating manual work.
The time spent on manual tasks can be allocated to other tasks, allowing for smoother operations.
Furthermore, by integrating this flow with a chat tool, it is also possible to automate notifications within the team.
■Notes
・Please integrate both CloudSign and Microsoft Excel with Yoom.
・Microsoft365 (formerly Office365) has both a home plan and a general business plan (Microsoft365 Business), and if you are not subscribed to the general business plan, authentication may fail.
・You can select the trigger interval from 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes.
・Please note that the shortest trigger interval varies depending on the plan.
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