DOCUSIGN AUTOMATION POWERAPP

Document Approval, Signing,
and Storage made Easy

A perfect end-to-end automated solution for your business document approval from Exigo Tech

Key Features Challenge Solution Benefits LET’S TALK

Streamline your Business Document Process with Exigo Tech’s DocuSign Automation Powerapp

A deal is not considered to be complete until you get an authorised signature on your required documents. There are many documents that businesses exchange for signatures internally and externally and employees must give their valuable time and efforts to prepare, send and store documents. The DocuSign Automation PowerApp from Exigo Tech, is created to eliminate these manual efforts from the procedure and enables you to circulate documents securely.

Docusign automation power app 1 - Exigo Tech

KEY FEATURES OF DOCUSIGN AUTOMATION POWERAPP

Easy
Accessibility

Documents requiring signatures can be accessed and signed quickly.

Real-time
Status

Keep track of a document’s status, send reminders, view audit trails, and securely store it online.

Quick Document
Creation

Streamline the entire process by creating templates using existing forms.

Streamline
Workflows

Manage the workflow of documents by identifying recipients and routing them accordingly.

User
Adoption

Provide self-service and easy accessibility by making forms available online.

Enterprise-grade
Security

Protect your documents with an electronic signature authentication feature and ensure confidentiality.

CHALLENGE

The existing system made it difficult to populate templates and documents for signatures and approvals. Doing this task for each document was time-consuming, tedious, and involved a lot of follow-ups.

The next challenge was to maintain these documents in one library so that it is easy to get the files in a single location. The traditional solutions also posed some challenges in terms of user limitations and adoption. Since most of the documents sent hold legal importance, compliance, confidentiality, and security, the solution created needs to meet these requirements.

SOLUTION

The following solutions were implemented to resolve the above challenges:

DocuSign Automation PowerApp is designed to infuse automation in the document approval, signing, and storage processes.
Remove the hassle of preparing separate documents templates requiring e-signatures to clients, vendors, suppliers, or employees.
Allow easier request approval and process tracking in real-time as the form is created used PowerApps.
Integration with SharePoint and Dynamics makes it easy to fetch client details from CRM thus eliminating the employee’s need to manually add the receiver’s information.

BENEFITS OF DOCUSIGN AUTOMATION POWERAPP

Reduce time and effort spent managing documents by eliminating follow-ups.