When an application is approved in Jobcan Expense Management/Workflow, upload the application documents as a PDF to OneDrive.

■Overview

This is a flow that uploads application documents in PDF format to OneDrive once they are approved in Jobcan Expense Management and Workflow.

By using Yoom, you can easily connect applications without the need for programming.

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■Recommended for

1. Users of Jobcan Expense Management and Workflow

・Those who find manual document management cumbersome when applying for and approving expenses

・Those looking for a way to automatically organize approved application documents for efficient management

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2. Companies using OneDrive

・Those who manage documents using OneDrive but find manual file uploads cumbersome

・Those seeking an easy way for employees to share and manage application documents

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■Benefits of using this template

By linking Jobcan Expense Management and Workflow with OneDrive, you can automatically upload application documents in PDF format.
This allows for smooth storage and organization of application documents.
It reduces the need for physical filing, enabling more efficient business operations.

Additionally, automatic uploads eliminate the need for manual upload tasks, preventing operational errors.
It also promotes a paperless environment, making it an eco-friendly operation.

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■Notes

・Please link both Jobcan Expense Management and Workflow and OneDrive 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.