How can I leverage Google Forms with DocuSign?
The Main Idea
When someone needs to fill out a form, they navigate to the Google form and fill it out appropriately, when finished hitting Submit. Upon submission, values from the Google form populate a Google doc that has been generated from a template. The generated Google doc is automatically sent to a folder designated for form submissions and the person overseeing this process (The Document Administrator) receives an email that there has been a Google form submission. The Document Administrator then opens the generated Google doc, makes any necessary edits, and uploads it to DocuSign as part of an envelope using Google’s DocuSign Add-on. The Document Administrator then adds any necessary components to the document (recipients and fields for example) in DocuSign and sends it. After sending, it follows essentially the same path as a typical document in DocuSign. This process has been broken down into 8 parts that should be done in order to avoid bugs.
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More information about ad hoc solutions vs enterprise solutions can be found on DoIT's DocuSign page and here |