Once all of the files are generated, one envelope is created via DocuSign, combining them into a single document that can be routed for signature.
Every project your team takes on has a unique set of requirements. Variables such as the nature of the work being done and/or the state in which it's being performed in can result in hundreds of document combinations that need to be signed by customers, which can be incredibly tough to manage.
That doesn't even include the added burden of ensuring the privacy of the customer's data throughout the transaction!
Desired Outcome: Have the customer sign the documents necessary to proceed with the job and get them routed back to the appropriate departments.
How it Works:
*Add-Ons being used: Exact Forms Plus and DocuSign.
To help streamline this process, Exact Forms Plus Batch generates multiple documents with one button click, that are unique to each customer's specific case (in this case; an HOA form, an Interconnection Application and SSA Form. See picture below).
Once all of the files are generated, one envelope is created via DocuSign, combining them into a single document that can be routed for signature.
The Result: An automated workflow that allows the customer to quickly approve the project with a single signature, and more importantly, a stress-free administrative process.
Once the customer signs the envelope, the documents are split back up and routed into Quickbase. By splitting these documents up, each document can be routed specifically the department that needs it, ensuring that the information in that document doesn't get into the hands of anyone that is unauthorized to see it.
Does this workflow look like something your company could use in it's Quickbase application? If so, you can contact us here and we'll provide you with any additional information you need and/or help you get started today!