When a document is signed in Docusign, store the document in Dropbox.

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■Overview

This flow involves downloading a certificate and storing it in Dropbox once a document is signed in Docusign.

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■Recommended for

1. Companies or teams using DocuSign

Personnel responsible for implementing electronic signatures on contracts using DocuSign
Legal personnel or administrators digitizing the contract signing process

2. Companies or teams using Dropbox

Personnel utilizing Dropbox for file storage and sharing
Companies prioritizing the secure storage and backup of contracts and certificates

3. Those promoting the automation of contract processes

Legal personnel looking to eliminate the manual task of downloading and saving certificates after contract signing
IT personnel aiming to streamline business processes through system integration

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■Benefits of using this template

・By automating the contract process and eliminating the manual task of downloading and saving certificates, you can significantly improve operational efficiency.

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

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■Notes

‍・Please integrate Docusign and Dropbox with Yoom respectively.

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Conventional RPA can only automate simple repetitive tasks, and the setup process was very complicated.
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About the Apps You Use

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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DocuSign

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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