■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 Dropbox.
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 have many applications in Jobcan Expense Management & Workflow and find manual file management cumbersome
・Those who want to streamline the management of application documents and automate post-approval processing
2. Companies that use Dropbox for file management
・Those who use Dropbox regularly and want to efficiently organize and share application documents
・Those who want to further automate document uploads and file management to reduce workload
■Benefits of using this template
By linking Jobcan Expense Management & Workflow with Dropbox, you can automatically upload PDFs when an application is approved.
This eliminates the need for manual file upload tasks, improving work efficiency.
Additionally, since all application documents are centrally managed, you can quickly and easily search and view the necessary documents.
This will save the person in charge time and effort, enhancing productivity.
Furthermore, automation through the system reduces human errors and improves the accuracy of data management. As a result, the reliability and quality of operations will also improve.
■Notes
・Please connect both Jobcan Expense Management & Workflow and Dropbox with Yoom.
・Triggers can be set to activate at intervals of 5, 10, 15, 30, or 60 minutes.
・Please note that the shortest activation interval varies depending on the plan.
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