Send Outlook when the contract is completed with CloudSign

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■Overview

This is a flow for sending Outlook emails once a contract is completed with CloudSign.

‍

■Recommended for

1. Companies using CloudSign as an electronic signature tool

・Those who have already implemented CloudSign but are looking for a more efficient workflow

・Legal personnel who want to automate part of the contract process and reduce manual work

‍

2. Those who frequently use Outlook in their daily routine

・Those who use Outlook in daily operations and want to notify stakeholders immediately after contract completion

・Those who want to smoothly handle tasks after contract completion

‍

■Benefits of using this template

By using this template, you can automate notifications after contract completion.
Those who previously accessed CloudSign directly to check contract completion can now confirm it through Outlook, making it easier to grasp information.
This will enable smoother processing after contract completion.

Additionally, it is effective for sharing information with team members.
By setting up notifications to reach stakeholders in advance, other members can easily check contract-related information, improving information transparency.

‍

■Notes

・Please integrate both CloudSign and Outlook with Yoom.

・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.

・Microsoft365 (formerly Office365) has both personal and business plans (Microsoft365 Business), and authentication may fail if you are not subscribed to the business plan.

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