When a request is approved in Jobkan Expense Management and Workflow, upload the application document PDF to Microsoft SharePoint.

■Overview

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

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

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■Recommended for

1. Those who handle application tasks using Jobcan Expense Management & Workflow

・Those who want to streamline post-approval processes in Jobcan Expense Management & Workflow 

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2. Those who manage documents using Microsoft SharePoint 

・Those who find it cumbersome to manually upload files to Microsoft SharePoint each time

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■Benefits of using this template

By using this template, you can automatically upload approved application documents from Jobcan Expense Management & Workflow to Microsoft SharePoint.
This provides several benefits.

First, it reduces the burden of manual uploads, improving work efficiency.
Additionally, since approved documents are quickly stored in the shared folder, it becomes easier to access necessary information.
Furthermore, it helps prevent manual errors, thereby improving data accuracy.

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■Notes

・Please connect both Jobcan Expense Management & Workflow and Microsoft SharePoint 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.

・Microsoft365 (formerly Office365) has plans for home use and general business use (Microsoft365 Business), and if you are not subscribed to the general business plan, authentication may fail.