DocuSignで特定条件に合う電子サインが完了したら、Microsoft Excelに追加する

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■概要

「DocuSignで特定条件に合う電子サインが完了したら、Microsoft Excelに追加する」ワークフローを利用すると、DocuSignで特定条件を満たした署名情報が自動でMicrosoft Excelに反映されます。
転記作業が不要になるため、データ管理の効率化が期待できます。

■このテンプレートをおすすめする方

  • DocuSignで契約や同意書などの電子サインを管理している方
  • 電子サインが完了した際に、データを迅速に記録・集計したいと考えている方
  • Microsoft Excelを利用して契約情報などを一元管理している方
  • 業務効率化を目指し、スピーディに進捗状況を把握したい担当者・管理者の方
  • 情報を正確かつ効率的に管理し、ミスや抜け漏れを防ぎたい方

■このテンプレートを使うメリット

DocuSignで契約書などへの電子サイン作業が完了した情報をMicrosoft Excelに自動で追加できるようになります。
Microsoft Excelファイルへの手入力の手間を省くことで、業務が素早く進み、記録作成の効率が上がります。
サイン完了のたびに、Microsoft Excelシートが最新の状態に保たれるため、複数メンバーで共有している場合も最新情報に基づいた対応が可能になります。
その結果、データ集計・確認作業にかかる時間が軽減され、他の重要な業務にリソースを活用できます。

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DocuSign
Yoom allows you to integrate with DocuSign's API without any code, enabling the automation of various tasks using DocuSign. For example, you can automatically send contracts via DocuSign or automatically store the completed contract files in file storage services like Google Drive once the contract is finalized with DocuSign.
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Microsoft Excel
Yoom allows you to integrate with Microsoft Excel's API without any code, enabling the automation of various tasks. For example, it can automatically store values in specific Excel cells or create sheets and tables automatically.
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