■Overview
This is a flow to add to Microsoft Excel once a contract is completed in DocuSign.
■Recommended for
1. Those who manage forms with DocuSign
・Those who use it for creating contracts, etc.
・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 that facilitates the management of created contracts.
Additionally, by accumulating data in Microsoft Excel, information management is also facilitated, improving business efficiency.
However, manually adding information to Microsoft Excel each time a contract is completed in DocuSign is cumbersome and poses the risk of human errors such as input mistakes.
To reduce human errors and improve business efficiency, this flow of [integrating DocuSign with Microsoft Excel] is suitable.
By automatically adding to the Microsoft Excel database once a contract is completed in DocuSign, manual work is eliminated, preventing input mistakes and omissions, 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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