Learn how to generate and automate your documents

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Virtual Process Excellence in a Day: Document automation & eSignature

October 10th
9:30 AM - 12:00 PM AEDT

Join us for a free, virtual document generation workshop. In this interactive session, you’ll learn how to dynamically generate documents and send for signature. You’ll leave the workshop empowered to automate and digitally sign documents.

In both the Automation Cloud and Salesforce environments, we’ll show you how to automate your document creation process, route your package for digital signature, and have your signed documents archived automatically.

Eliminate your paper-based processes today – these workshops are designed to help you:

  • Automate document generation without code
  • Digitally send contracts and documents for eSignature
  • Easily archive documents for auditing and compliance purposes

Quick tips for the best digital experience:

  • Download Zoom in advance
    • The web browser Zoom client will download automatically when you join your first Zoom meeting, but it is also available for manual download
  • A stable Internet connection
  • Dual screens if possible, which will allow you to follow the instructor on one screen while you practise live on the other screen

Please contact Eileen Tan for any event enquiries.