■Overview
This is a flow to send an Outlook email once a contract is completed in DocuSign.
■Recommended for
1. Those who use DocuSign for contract work
・Companies or sole proprietors who create and manage contracts using DocuSign
2. Those who want to quickly notify stakeholders of contract completion
・Those who want to smoothly proceed with post-contract processes through rapid information sharing
3. Those who want to eliminate the hassle of manually sending emails and improve work efficiency
・Those who want to automate the task of creating and sending emails in Outlook for each contract completion to reduce the burden on staff and improve work efficiency
■Benefits of using this template
DocuSign is a tool that digitizes the contract process to save time and costs.
However, manually handling notifications and document sending after contract completion is inefficient and carries risks of errors and delays.
By implementing this flow, an Outlook email will be automatically sent once a contract is completed in DocuSign.
This allows for the automatic and rapid notification of contract completion to the responsible parties, leading to improved work efficiency.
■Notes
・Please integrate both DocuSign and Outlook 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.
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