Once the document signing is completed with CloudSign, obtain the agreement completion certificate and store it in Box.

■Overview

This flow involves obtaining a certificate of agreement completion once the document signing is completed with CloudSign, and then integrating with Box to store it in a specified folder.

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■Recommended for

1. Those who need to manage and process documents from client companies

・Sales assistants and accounting staff

・Administrative staff and office managers

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2. Personnel at companies using Box for file management

・Personnel at companies conducting recruitment activities anticipating large-scale hiring

・HR recruitment officers and administrative staff

・Personnel in charge of managing contracts and other documents in the general affairs department

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3. Those looking to reduce manual input tasks and automate processes

・Owners of small and medium-sized enterprises aiming for operational efficiency

・General affairs and administrative staff with a high volume of data entry tasks

・Marketing personnel conducting business using digital tools

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■Benefits of using this template

・By automatically storing files after document signing, it eliminates manual work and improves operational efficiency.

・Issuing a certificate of agreement completion simultaneously with document signing prevents issues in electronic contracts.

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■Notes

・Please integrate both CloudSign and Box with Yoom.