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"Everything starts with the template. In 95% of cases, automation of the creation, sending, tracking, signing, and storing of documents is not possible without using a template." - Sofian Saoudi
In this session, Docusign template expert Sofian Saoudi highlighted the role of templates in streamlining workflows and achieving full automation.
Key takeaways:
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Importance of Templates: Templates are the starting point for effective workflow automation.
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Manual Workflow Challenges: Without templates, creating, uploading, configuring, and customizing documents are highly time-consuming tasks.
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Automation Advantage: Templates allow for much of the workflow to be automated by including recipients, fields, documents, and envelope settings.
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System Integration: Integrating templates into systems like CRMs and ERPs enables full automation of document processes.
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Ultimate Goal: Embedding templates into daily applications ensures seamless automation of creating, sending, tracking, signing, and storing documents.
Sofian underscored that everything starts with the template, making it the foundation for efficient and effective document management.
Still have questions? Ask them below or head over to the templates discussion forum.
To attend upcoming live sessions with Sofian Saoudi, check out the Events page.
