Once the contract is completed with DocuSign, update the information in SPIRAL.

■Overview

This is a flow to update SPIRAL information once a contract is completed in DocuSign.

With Yoom, you can easily achieve this flow without the need for programming, as it allows for seamless integration between applications.

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■Recommended for

1. Those managing contracts with DocuSign

・Legal department personnel handling contracts and customer information

・Those who use DocuSign regularly to conduct business

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2. Those responsible for information management using SPIRAL

・Those manually linking data from other systems to SPIRAL

・Those managing contract information centrally with SPIRAL

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■Benefits of using this template

If you manage contract information centrally with SPIRAL, necessary information can be accessed and confirmed from any department.
However, if you are manually updating information in SPIRAL, there is a risk that a time lag in recognizing contract completion in DocuSign may prevent timely reflection of the latest information.

By using this flow, once a contract is completed in DocuSign, SPIRAL information is automatically updated, allowing you to always access the latest information.
Eliminating the need for manual work in SPIRAL reduces the time required for information updates and ensures accurate data reflection, thereby improving operational efficiency.

Additionally, it can reduce costs associated with post-entry verification and correction tasks in manual operations.

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■Notes

・Please integrate both DocuSign and SPIRAL with Yoom.