■Overview
This is a flow to update information in Microsoft Excel once a contract is completed in DocuSign.
■Recommended for
1. Those who manage forms with DocuSign
・Those who utilize it for creating contracts
・Those who use it for centralized management of forms
2. Those who manage data with Microsoft Excel
・Those who centrally manage transaction and customer information
■Benefits of using this template
DocuSign is a tool for smoothly managing created contracts.
Additionally, by accumulating related information in Microsoft Excel, you can manage information smoothly and streamline operations.
However, manually updating Microsoft Excel information every time a contract is completed in DocuSign can lead to operational dependency on individuals, making handovers and information sharing difficult.
This flow is suitable for those who want to enhance information accessibility within the team.
By utilizing this flow, you can automatically add the sending date to Microsoft Excel after a contract is completed in DocuSign, eliminating manual work.
By eliminating manual work, you can prevent input errors and omissions in advance, leading to accurate information sharing.
■Notes
・Please integrate both DocuSign and Microsoft Excel with Yoom.
・Microsoft365 (formerly Office365) has a home plan and a general business plan (Microsoft365 Business), and if you are not subscribed to the general business plan, authentication may fail.
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