Send an email when the contract is completed with DocuSign.

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■Overview

This is a flow that sends an email once a contract is completed in DocuSign.

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■Recommended for‍

1. Those who use DocuSign for contract work

・Companies or sole proprietors who create and manage contracts using DocuSign

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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

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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 for each contract completion to reduce the burden on staff and improve work efficiency

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■Benefits of using this template

DocuSign is a tool that digitizes the contract process to save time and cost, but even after a contract is completed, staff may need to send the contract to relevant departments, register contract details in the system, and send guidance emails for the next steps, resulting in many manual tasks.
These tasks can increase the burden on staff and raise the risk of errors and delays.

By utilizing this flow, an email is automatically sent when a contract is completed in DocuSign.
This allows for the automation of cumbersome manual tasks after contract completion, reducing the burden on staff and enabling improved work efficiency.

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■Notes‍

・Please integrate DocuSign with Yoom.

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DocuSign

Yoom allows you to integrate with DocuSign's API without any code, enabling the automation of various tasks using DocuSign. For example, you can automatically send contracts via DocuSign or automatically store the completed contract files in file storage services like Google Drive once the contract is finalized with DocuSign.

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