Once the document is signed with GMO Sign, store it in Dropbox.

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■Overview

This is a flow where contracts are signed with GMO Sign based on the information entered in the Yoom form and files are stored in Dropbox.

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■Recommended for

1. Companies or teams utilizing online forms

Personnel collecting information from customers or clients via forms
Sales or legal personnel who want to create and manage contracts based on form entries

2. Companies or teams using GMO Sign

Personnel conducting electronic signatures for contracts with GMO Sign
Legal personnel or administrators digitizing the contract signing process

3. Companies or teams using Dropbox

Personnel using Dropbox for file storage and sharing
Companies prioritizing the secure storage and backup of contracts and related documents

4. Those promoting the automation of contract processes

IT personnel who want to automate the process from form entry to contract signing and file storage
Legal personnel who want to reduce the hassle of manual data entry and file management

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■Benefits of using this template

・It significantly improves operational efficiency by eliminating the hassle of manual data entry, contract creation, and file storage.

・Since contracts are automatically saved in Dropbox, data consistency and accuracy are maintained, making the management of legal documents simple and smooth, enabling quick responses and effective resource management, and improving overall business productivity.

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■Notes

‍・Please integrate Yoom with both GMO Sign and Dropbox.

・How to integrate with GMO Sign: https://intercom.help/yoom/ja/articles/6168734

・How to request a signature with GMO Sign: https://intercom.help/yoom/ja/articles/6168847

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About the Apps You Use

GMO Sign

Yoom allows you to utilize the GMO Sign API without any coding. For example, you can create contracts using information from Yoom databases, Salesforce, kintone, etc., and automatically send these contracts through GMO Sign.

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GMO Sign

Templates using

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Dropbox

Yoom allows you to integrate with Dropbox's API without any code, enabling you to automate various tasks. You can store files received via email into Dropbox or automatically generate folders in Dropbox.

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