Create an NDA using HRMOS information and send it via CloudSign.

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  3. Create an NDA using HRMOS information and send it via CloudSign.
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■Overview

This is a flow to create an NDA using HRMOS information and send it via CloudSign.

By using a trigger with a Chrome extension, you can directly activate the trigger from HRMOS.

With Yoom, you can easily integrate between apps without programming.

‍

‍■Recommended for

1. Those who manage employee information with HRMOS

・General affairs personnel handling employee onboarding and offboarding

・Those involved in operations using HRMOS

‍

2. Those who use CloudSign

・Those who want to streamline the creation and sending of NDAs

・Those who want to automate the creation and sending of NDAs when employee information is registered in HRMOS

‍

■Benefits of using this template

When creating and sending NDAs during employee onboarding and offboarding, manual work can become complicated and time-consuming.
Additionally, if there are many NDAs to send, there is a risk of missing some, which could disrupt internal procedures.

In this flow, you can automate the creation of NDAs and sending from CloudSign by activating the Chrome extension trigger from the HRMOS employee detail page.
Since it can be activated from the HRMOS employee detail page, you can create and send NDAs in line with onboarding and offboarding timings, reducing the burden of manual work.

NDAs can be created in Google Docs, allowing you to set any desired fields.

‍

■Notes

・Please integrate Yoom with HRMOS, CloudSign, and Google Docs.

・For the HRMOS My App integration method, please refer to here.

・For the method to set up triggers using the Chrome extension, please refer to here.

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