In a recent ValTeo blog, the DTM Maturity Model outlined the stages an organization traverses as it rethinks many of its customer interactions and internal transactions that revolve around paper-based processes.
In this post, we invited Scott Os of Synaptix to explore and explain what is a Center of Excellence, the basic needs it serves to help move you along the maturity model, and why it’s a key success factor for your Digital Transformation.
Often, in the process of developing automation on the DocuSign platform, we recommend that our customers use a DocuSign Template, even in scenarios when the API will be used to integrate with DocuSign.
However, there are a few caveats about DocuSign Templates that you should be aware of. These caveats are sometimes not very well understood or even addressed purely through the use of the DocuSign features. In our post today we cover how our staff uses particular methods to address these caveats and gotchas.