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.
You’ve realized that in order to stay ahead of the competition and help scale your organization, you need to take your company through a Digital Transformation with a focus on automating your transactions’ approvals and closing, your Digital Transaction Management. You also know the role DTM plays in your organization’s transformation and how it differs from Paperless process initiatives of days past. Now you’re planning the transformation, how you’ll manage the change, and demonstrate success.
But how do you plan for this? What tools do you use to ensure success?
Starting with this post…