■Overview
This is a flow where, once an application is approved in Jobcan Expense Management & Workflow, the application documents are uploaded as a PDF to Box.
By using Yoom, you can easily connect apps without the need for programming.
■Recommended for
1. Those who use Jobcan Expense Management & Workflow
・Those who want to simplify or streamline the application approval process
・Those who spend a lot of time on manual document management and want to automate to reduce work hours
2. Companies that use Box for electronic document management
・Those who want to automatically save approved application documents to Box
・Those who want to centrally manage documents with their team for quick access and sharing
■Benefits of using this template
By linking Jobcan Expense Management & Workflow with Box, you can smoothly manage application documents.
Using this flow, application documents are automatically uploaded to Box upon approval, eliminating the need for manual file saving or transfer.
This reduces the burden on staff, allowing them to focus on more important tasks.
Additionally, since all application documents are centrally managed, you can quickly find the necessary documents.
The risk of manual errors is also reduced, improving data accuracy.
■Notes
・Please link both Jobcan Expense Management & Workflow and Box with Yoom.
・You can select the trigger interval from 5, 10, 15, 30, or 60 minutes.
・Please note that the shortest trigger interval varies depending on the plan.
.avif)
.avif)
.avif)
.avif)
