■Overview
This is a flow where a new file uploaded to Box is linked to Cloudsign and attached to a document.
■Recommended for
1. Those who need to manage and process forms
・Sales assistants and accounting staff
・Administrative staff and office managers
2. Personnel at companies that have adopted data storage via Box
・Meeting secretaries who need to store meeting minutes every time
・Secretarial staff responsible for summarizing Q&A for each presentation data
3. Those who want to reduce manual input and automate processes
・Owners of small and medium-sized enterprises aiming for operational efficiency
・Marketing personnel managing data using digital tools
■Benefits of using this template
・Automatically linking newly uploaded files to Box saves the hassle of manual work.
・Automating data linkage prevents manual errors and omissions, thus improving operational efficiency.
■Notes
・Please link both Box and Cloudsign with Yoom.
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