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Platform Video: Workflow

Industry Trends & Challenges


To achieve higher levels of business efficiency, companies must quickly complete any type of business contract or transaction that includes documents using eSignatures. Businesses are turning to automation to help them be more productive and streamline transactions in any process that takes place within their organizations. Together, automation and eSignatures gives companies the tools to unlock business value and deliver exceptional customer experiences. 

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Platform Video: Workflow

K2 + Docusign's Document Management Solution


Leveraging DocuSign’s eSignature technology within K2’s low-code development platform allows you to edit, upload, and manage documents seamlessly. Additionally, you can access DocuSign envelopes, define signature placeholder tabs, and sign recipient details effortlessly within your crucial business applications. Simplify and automate the processes that will help you achieve lower processing costs and time, which will result in better user experiences and greater revenue. 

Get the Most Out of Your Document Management Solution


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Embed eSignatures into Your Processes


  • Avoid toggling back and forth between applications and access the documents and tools you need to sign and process in one place
  • Make sure all necessary documents of a process are reviewed and signed

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Provide Better User Experiences


  • Give contributors a modern experience and eliminate the need for paper
  • Notify the right owners when signatures are received and the document is complete 

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Eliminate Manual Tasks in Processing


  • Reduce the time it takes to complete tasks such as printing, signing, and scanning by digitizing your process
  • Automate routing of forms and approvals, ensuring every stakeholder has signed off on documents

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Find Any Bottlenecks and Remediate Issues


  • Understand where any document or contract is within a process and ensure deadlines are met
  • Re-route any documents that may stall and improve processes for future use 

How it Works


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Automate


  • Begin a K2 workflow that spans users, teams,
    and systems
  • View and open forms and access all data tied to documents to be signed from the same screen

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Capture


  • Easily prompt for and capture users’ signatures inside your application, maintaining visibility into the process and a full audit trail of the signing steps 

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Monitor


  • See what happens at every step of your process and keep track of the documents and signatures that have been captured
  • Improve for the future by eliminating previous roadblocks and speed up processes 


Example Use Cases: Account opening, Quote to cash, Employee onboarding/ offboarding, Contract  management

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Who We Are


K2’s low-code development platform combined with DocuSign’s eSignature solution gives you the ability to centralize and automate business-critical processes that require signatures. Whether closing a deal or onboarding an employee, you can automate every step of each process including signatures, all within one application. Maintain visibility and optimize your processes to help you run a more efficient business.

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K2 helps you build apps that drive your business forward. Create powerful forms, workflows, and business applications that tie into your line-of-business systems.

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DocuSign helps organizations connect and automate how they prepare, sign, act on, and manage agreements. As part of the DocuSign Agreement Cloud, DocuSign offers eSignature: the world’s #1 way to sign electronically on practically any device, from almost anywhere, at any time.