Have you thought about all of the time you spend processing your documents after they are signed and delivered back to you? Saving, renaming and archiving your documents as well as sending follow-up envelopes are tasks that take time away from your already busy day.
It may be time to automate some of these time-consuming tasks using Agreement Actions.
Agreement Actions help to automate those tedious administrative tasks necessary to complete when you get your documents back.
Watch this short video on Agreement Actions from our Trainer Tip series with me, Glen Steinhardt, to find out how to recoup valuable time back in your day through the automation of those post-signature tasks.
Key Takeaways:
- Save time by automatically saving, renaming, and archiving all or specific completed envelopes to third-party services like Google Drive or Dropbox.
- Kick off another envelope automatically upon receiving completed envelopes that meet specific parameters.
- Push your signed document immediately after you receive it through an approval process by kicking off a Docusign CLM workflow
Additional Resources:
- For this topic and more information about capabilities that you or your Admin can enable for your account, please check out our instructor-led, activity driven Deep Dive Courses for eSignature Admins:
Docusign eSignature Administration 1
Docusign eSignature Administration 2
- We also have live courses on many other topics to bulk up your Docusign knowledge. Many of these are free to take for all users. Check out our live training calendar and register for a course today!
Continue the Conversation
Many customers come to Docusign to help make their approval and signature process more automated and efficient. However, many don’t realize how much effort they are also putting into the post-signature activity. It takes time to process a document and then archive it according to your organization's requirements.
- What kind of activities are you performing to your documents after a completed envelope arrives? How much time would you say it takes out of your day?
- Do you have any use cases you would like to share where you’re awaiting receipt of a signature before you manually send off another envelope?
- How would you use Agreement Actions to improve your efficiency?
Let us know below, or feel free to ask any questions about this feature with a comment.