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Docusign is cloud-based eSignature software with the most accurate and secure way to sign and send documents for business, legal, and medical use. Docusign is also used as a powerful workflow tool for eContracts, and e-invoicing.
Microsoft To Do is the task management app that makes it easy to stay organized and manage your life. It's simple, smart, and a whole new way to get work done in less time.Microsoft To-Do Integrations
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It's easy to connect DocuSign + Microsoft To-Do without coding knowledge. Start creating your own business flow.
Trigger every time a new document is e-signed in DocuSign.
Triggers when a new list is created.
Triggers when a new task is created.
Triggers when any task is update.
Create Signature Request
Creates a new list.
Creates a new task
DocuSign is an electronic signature technpogy which helps to sign, send and track documents. It is a platform and service that allows organizations to provide secure digital signatures in the cloud. DocuSign is one of the most popular e-signature platforms in the world.
Microsoft To-Do is a cross-platform task management app developed as part of Microsoft Office 365. The app is available for Android, iOS, Windows, MacOS, and the web. Microsoft To-Do has integration with other Microsoft products such as Outlook, OneNote, and OneDrive.
Microsoft To-Do provides many features and functionalities for users to manage their tasks. Integration with Microsoft To-Do gives users access to powerful features like Templates and Custom List Settings.
For instance, if a user creates a task from DocuSign, they can set a task template as “Email from DocuSign”. The task template will have information from the DocuSign transaction that include Recipient Name, Message Content, and Signature (Figure 2. This saves time when creating tasks in Microsoft To-Do. For example, if a user wants to create a task of 5 minutes each day to pay his credit card bill, he can make a template called “Pay Credit Card Bill”. Then he can copy this template into any list under the “Tasks” section on Microsoft To-Do. If he wants to create a new task, he can just select this template and fill in the information about the recipient of the new task and attach it to his credit card bill account on his credit card company website. This way it is easier for him to manage his tasks instead of typing out each individual task manually every week.
Figure 2. Task Template with Attached Document from DocuSign
Integration with Microsoft To-Do offers many benefits for users. Some of these benefits are listed below:
In conclusion, integration of DocuSign and Microsoft To-Do saves time for both users and organization in general. Users can focus more on their daily tasks using Microsoft To-do while still being able to use DocuSign to document these tasks. With integration between DocuSign and Microsoft To-Do, users can save time not only when creating but also when managing tasks. Furthermore, it gives organization flexibility as well in regard to how they want to manage their tasks based on their needs and requirements.
The process to integrate DocuSign and Microsoft To-Do may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.