Integrate DocuSign with Microsoft To-Do

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.

Integration of DocuSign and Microsoft To-Do

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

Benefits of Integration of DocuSign and Microsoft To-Do

Integration with Microsoft To-Do offers many benefits for users. Some of these benefits are listed below:

• Tasks are automatically created in the right list and will be linked to the correct DocuSign document, so users don’t need to worry about where or how to place tasks.
• Users don’t even need to open up Microsoft To-Do to create a task from DocuSign, they can do this from their Apple devices or phones conveniently from the lock screen of their devices.
• Users can add templates automatically for quick creation of new tasks with information from DocuSign documents saved in the templates.

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.

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