Once the contract is completed in DocuSign, read the document with OCR and notify Microsoft Teams.

■Overview

By using the workflow "Notify Microsoft Teams when a contract is completed in DocuSign and the document is read by OCR," contracts completed in DocuSign are processed immediately.
The content read by OCR is automatically notified to Microsoft Teams, allowing for efficient information sharing.

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■Recommended for

• Those who use DocuSign for exchanging and managing contracts
• Those who want to quickly review the content of completed contracts and take the next action
• Those who want to automatically read the content of documents with OCR and share it internally
• Those who use Microsoft Teams as a communication tool
• Those who want to quickly share important notifications with team members using Microsoft Teams
• Those who currently manually check documents and send notifications and want to reduce that effort

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■Benefits of using this template

By reading documents completed in DocuSign with OCR and notifying Microsoft Teams, the time loss for confirmation is reduced, and the workflow proceeds smoothly.
This allows for speedy sharing of contract information and quick follow-up actions.
Smooth processing of contract documents enables quick response to customers, improving overall efficiency.

Additionally, since notifications are sent to Microsoft Teams, information sharing within the team becomes easier, and all members can grasp the latest contract status.
This will strengthen collaboration and improve the overall performance of the team.