■Overview
Based on the information provided in the form, documents are issued using a contract template and then sent via CloudSign.
It is possible to prevent errors in advance by setting up an approval request and adding a double-check.
■Preparation
Please prepare templates for contracts and other documents in a spreadsheet or document in advance.
*This example uses a document.
■Setup Method
① Select the form trigger from the triggers.
② Set the necessary question items for creating the contract.
*Example: Partner company name, name, address, contact information, contract details, etc.
*For how to set up the form trigger, click here https://intercom.help/yoom/ja/articles/7973076
③ On the next screen, enter and save demo data as a sample.
④ Click the + mark under the trigger and select the document from the operation to issue the document.
⑤ Select the document ID of the contract template prepared in advance from the candidates, set the folder ID and file name of Google Drive where the PDF will be stored after the document is issued, and proceed to the next step.
⑥ Click to obtain the target string for replacement, display the list of target strings for replacement, and then input the values answered in the form sample of ③ into the corresponding fields, conduct a test, and save if the PDF is issued correctly.
*For detailed settings on document issuance, click here https://intercom.help/yoom/ja/articles/8237765
*For detailed settings on embedding outputs dynamically, click here https://intercom.help/yoom/ja/articles/8223528
⑦ Click the + mark and select the operation to request approval.
⑧ After selecting an arbitrary approver, embed the output of the issued document in the message field, set it to be viewable, and save.
⑨ Click the + mark, select CloudSign from the app integration, and click the create document action.
⑩ On the next page, enter the required items, including mandatory fields, and test and save.
⑪ Click the + mark, select CloudSign from the app integration, and click the attach file to document action.
⑫ On the next page, embed the document ID obtained in ⑩ into the document ID, set the file issued in ⑥, and test and save.
⑬ Click the + mark, select CloudSign from the app integration, and click the add recipient action.
⑭ On the next page, embed the recipient information obtained in the form sample of ③, and test and save.
⑮ Click the + mark, select CloudSign from the app integration, and click the send document/remind action.
⑯ On the next page, embed the document ID obtained in ⑩ into the document ID and save.
*Please note that conducting a test will actually send the document.
■Notes
・It is necessary to set up account information for integration in each app's operation.
・Please replace the settings information of Google Documents and CloudSign with arbitrary values for use.
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