3 min read

How to Expedite Approvals with DocuSign for Confluence

By Praecipio Consulting on Aug 4, 2016 11:00:00 AM

According to IDC's 2015 report, The Document Disconnect, 76% of executives and managers in sales, HR, procurement, legal, and other departments estimate that fixing the “document disconnect” can lead to document process issues impact revenue recognition or create auditor issues. As process improvement experts, we at Praecipio Consulting love saving our clients money by mitigating wasted time and helping them do work faster. With that in mind, we've compiled our top 4 tips to get faster approvals leveraging DocuSign for Confluence to integrate your mission critical document tools. 

1. Maximize Your Macros 

Confluence macros add significant value to your document drafting process with their features and functionality. Just select from your macro options and voìla - your desired information appears! By utilizing the out-of-the-box DocuSign for Confluence macros, you can simply drop the macro for your DocuSign tabs (ex. signature, initials, date, title, and more!) into your document right inside of Confluence. Adding this functionality to your document drafting allows you to save time otherwise spent selecting and adding these approval actions outside of Confluence, and also ensures that your document collaborators can see the macros you're adding and where.

Select from the menu of macros to inform your signee of what do provide.

2. Template-ize It! 

Think of the documents you create the most frequently. From sales and marketing to HR and legal, every department has documents that need signatures and approvals on a daily basis (often multiple times a day). Save your team countless hours by creating Confluence templates for these frequently used documents and reduce unnecessarily wasted time. Your Space administrator can add these templates (including the aforementioned DocuSign macros) to your instance, in the spaces you need them, so you can now spin up your next contract with the click of a mouse. 


In Confluence, click 'Create' and get prompted with both custom and out-of-the-box templates.

3. Streamline Sending 

It's simple logic: the faster you send your document, the faster you can get approvals. However, cumbersome sending processes can keep you from firing off that contract as quickly as you'd like. Leverage DocuSign for Confluence to send documents from Confluence (including all the attachments and pages your heart desires) to not one, not two, but as many recipients as you want! Set action type and order in this same step to determine who needs to sign, who needs to receive a copy, and the sequence in which these actions will occur. 

When adding recipients inside your organization, names are pulled from your Confluence user directory so you can send even faster.

4. Track in Real-Time  

Being able to see where your document is in the approval process is invaluable when you're waiting for that proverbial ink to dry. DocuSign for Confluence provides real-time status notifications so you can track your documents, from sending to completion. By simply clicking the DocuSign lozenge at the top of your Confluence page, you see what stage your document is in and who has completed what action. Additionally, clicking the status to see approval actions on the document in DocuSign. This level of visibility allows you to see when you're DocuSign envelope has been created, sent, and signed to give you the most accurate document tracking. 

View the status of all your DocuSign Envelopes in one streamlined view.

Improving processes relies heavily on cutting our unnecessary intermediary steps that can become blockers. It's these steps that, unchecked, can cost a company thousands of hours that could otherwise be spent focused on core competencies. As process experts, we recommend to all our clients- from 20 person startups to Fortune 5 enterprises- to ask themselves the following questions regarding their processes:

  • Can it be repeated? 

  • Can we automate it?

  • Can we eliminate unnecessary steps?

By optimizing your repeatable e-signature processes with DocuSign for Confluence, your organization not only saves time, but also reduces document processing issues that cut into profit or jeopardize compliance with auditing agencies. 

Ready to expedite your e-signatures? Get DocuSign for Confluence and start getting your fastest approvals.

Topics: atlassian blog confluence experts hipaa marketplace process-consulting regulation sign service-level-agreement tracking compliance docusign e-signature fda integration productivity atlassian-products marketplace-apps bespoke
3 min read

The Post-PC Enterprise?

By Praecipio Consulting on Jan 25, 2011 11:00:00 AM

Former Microsoft Chief Software Architect Ray Ozzie said this in a memo released near his sudden departure from Microsoft in November:

As we’ve begun to embrace today’s incredibly powerful app-capable phones and pads into our daily lives, and as we’ve embraced myriad innovative services & websites, the early adopters among us have decidedly begun to move away from mentally associating our computing activities with the hardware/software artifacts of our past such as PC’s, CD-installed programs, desktops, folders & files.

Instead, to cope with the inherent complexity of a world of devices, a world of websites, and a world of apps & personal data that is spread across myriad devices & websites, a simple conceptual model is taking shape that brings it all together. We’re moving toward a world of 1) cloud-based continuous services that connect us all and do our bidding, and 2) appliance-like connected devices enabling us to interact with those cloud-based services.

Ozzie’s memo, now easy to find online, paints a portrait of a future of browser-based productivity offering similar functionality from a desktop computer, a smart phone, an iPad, and other future gadgets. For business, this implies that creating documents and collaborating with team members will happen anywhere, anytime. And it already is at a low level: emailing, light document editing, etc. It’s easy for anyone to see the trend toward more, as Ozzie said, “appliance-like” devices for these low-level tasks – but for high-level tasks like document design, photo editing, etc? These require robust software interfaces now…meaning that unless we can suddenly edit in Final Cut Pro from an iPhone, desktop computers will still be necessary to an extent.

In the bigger picture, though, no one can deny the shift toward cloud computing – toward what Ozzie’s talking about. It’s already begun. Hosted servers are proving more cost-effective than in-house maintenance; browser-based apps are enabling us to work from anywhere in the world; more and more work is being done from mobile interfaces. So what does this mean for the enterprise? For years Microsoft has secured long-term profit by monopolizing the business market. Indeed, today, companies are indebted to Microsoft since their entire hardware and software infrastructure is built on it; shifting from it would cost millions of dollars. And that’s not necessarily a bad thing. Microsoft’s business products are the best on the market – and are still, by far, a common medium for business interaction.

When we talk of businesses shifting toward post-PC infrastructure, we essentially talk of a post-Microsoft business. Sure, Microsoft has begun offering browser-based versions of Office and Exchange – but hence the context of Ozzie’s departure, things are way behind schedule. When will Microsoft-quality business productivity be available via cloud on a variety of connected devices? And when will someone produce a just-as-good office productivity suite that’s suitable across all appliance OS platforms? And what will justify the switch for the enterprise: lower long-term cost? Lower maintenance levels? Greater flexibility?

The post-PC enterprise is a long way off. And it won’t happen until better alternative technology and Microsoft-caliber software is available across all OS’s. But the momentum is gathering steam, as Ozzie indicates, and soon we’ll be answering the questions we can’t answer now. Tech Republic Editor in Chief Jason Hiner puts all of this in perspective in his 2 January 2011 post:

I will not predict that 2011 will be the year that thin clients replace a lot of desktop PCs…that’s never gained mass acceptance…rather, we are going to begin to see a lot more companies experimenting with desktop virtualization.

Rather than keeping software running at the desktop-level, Hiner says, companies will begin putting their software images on virtual machines – enabling company software to be accessed from a variety of, as Ozzie said, “appliance-like” devices, including a company PC, personal laptops, and smart devices. That way IT maintains control over the software and settings of the virtual machine, and performs less maintenance on the environments of individual ones.

To gather more perspective on this, read Ozzie’s blog post published shortly after his memo was released. 

Topics: blog business enterprise cloud computing microsoft productivity

Praecipio Consulting is an Atlassian Platinum Partner

This means that we have the most experience working with Atlassian tools and have insight into new products, features, and beta testing. Through our profound knowledge of Atlassian environments and their intricacies, we can guide your organization as you navigate these important changes.

Atlassian-Platinum-Solution-Partner

In need of professional assistance?

WE'VE GOT YOUR BACK

Contact Us