Once the CloudSign is concluded, add various information as a record to Microsoft Excel.

■Overview

This is a flow that adds various information as records to Microsoft Excel when a CloudSign is concluded.

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■Recommended for

1. Those who conduct contract work with CloudSign

・Recruitment officers and administrative staff in the HR department

・Corporate legal officers

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2. Those who want to reduce manual input tasks and automate processes

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

・Administrative and clerical staff with a lot of data entry tasks

・Marketing personnel conducting operations using digital tools

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■Benefits of using this template

・Once the document signing is completed with CloudSign, various information can be automatically added as records to Microsoft Excel, streamlining the verification process.

・Automatically updating Microsoft Excel can prevent human errors from manual input.

・By attaching access links to CloudSign in the information added as records to Microsoft Excel, information can be quickly verified.

・By adding a chat notification operation to this flow, it is also possible to notify specific users after the document signing is completed with CloudSign.

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■Notes

・Please integrate both CloudSign and Microsoft Excel with Yoom.

・Microsoft365 (formerly Office365) has plans for home use and general corporate use (Microsoft365 Business), and if you are not subscribed to the general corporate plan, authentication may fail.