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hello this is Mark from boosted CRM and today I would like to walk you through a document automation population and e-signature process that we made for our clients and the process actually I'm just gonna go through the data flow and give you a briefing about how the data will flow through the system so as usual we have leads accounts contacts and deals uh we also have work orders and deliverables so basically when a company wants to hire another company to do work for them they usually sign an NDA agreement and sign and master service agreement MSA and then they usually generate a walk order that will be signed that work order will usually contain some deliverables that needs to be delivered based on the work order criteria there could be software documentations files or even Hardware so in this video I'm just going to walk you through the NDA process automation and in the next two videos I will also walk you through the MSA automation and signature and also work order generation Automation and how it's going to interact with the whole project and Zoho books to keep track of everything and having the checks and balances necessary so let's start jumping to it quickly I have created an account already boosted crm600 and I will go there as soon as I click on this action it's just going to trigger a widget and it's gonna request an NDA so I will request an NDA the person who is the user and runs this will become the requester of the system and requester of the NDA and all the communications will be done with him so here I just request NDA it triggers a blueprint and that it says collect NDA info and send to compliance so technically if you're going to review the con and the information that's been populated I just click on it it's gonna trigger another widget that will pop up so here I can see the signer because we want this person who's the client or the partner to sign this NDA now I have the option to select other users or I have the option to create a new user right here from inside this widget and this is going to be the signer if I want but just let's go ahead with this one let's say this is an LLC and it's in California so as soon as I save this widget this is gonna send notification to group of people who are in compliance department they all get one task assigned to them and they all get emails so the first person who's technically going to take care of that task and close the task all the tasks will be automatically closed based on the coding that we've done in the back end so I'm just gonna save this and now as you can see the compliance three people in compliance have received these tasks and here is the instruction please review the NDA section info and generate the NDA so in I'm the compliance person now and all these emails will be received here uh basically it's a praise verify in the info section so all compliance people will get one of these emails just to let you know about the notifications now if I scroll down I see that okay now this section that was hidden initially after I requested the NDA is visible so I can check this information and this looks good to me so as a compliance member I can just reject the request if I reject I should explain why I'm rejecting it so the person the requester can see it if I generate the NDA it's gonna automatically use a Zoho Rider to populate the NDA and attach it to this accounts record so now that it's doing it at the same time it's clearing all these tasks from the previous section because we don't want the system to have so many open tasks so it's just close all those tasks and if I refresh you can see that the attachment is the word document that is basically a draft NDA that has been populated here so we can just quickly take a look it has been gone to the right places all the fields are mapped and I scroll down usually it's just at the top and signature at the bottom waiting for this song as you can see so that's pretty much it I will close this document go back to the record now as a compliance member I will send it to the contract or legal department for review and here is the instructions send attached draft ND to the contract so when I feel comfortable with this I'll send it to the contracts this video draws and it's automatically assigned task to the com contracts people three people are in the contract group so it's giving them instruction to please review attached NDA and upload final in the I have three options here I can't regenerate the NDA if anything's wrong with it I can reject the NDA and I can upload final ND but I'm just gonna reject it this time around and I say the phone number format is wrong is correct so I will proceed technically all these tasks will be clear the note will be posted here so the next person will come here you can see what happened now I'm the requester again because when they reject it goes back all the way up to the requester and it says ND rejected by contracts clicks next click make the corrections so I have to go to this account and go to the contact basically take a look and see if there is anything wrong with the phone number so I will check just overwrite this 677 and save let's say I corrected the problem and now I can just any rejectable cannot please make correction so I made the corrections and I can just check this here and see okay now the phone number looks good and everything else looks good and so this is the signer and I'm just going to send it to compliance again same process will repeat information corrected and now it says resubmed to compliance say okay the phone number format has been corrected cheese review so this is another note for the compliance compliance will get this note as usual they can go through this and check the note and then they can regenerate the NDA compliance please review the NDA section info and generate NDA so it's just walk you through what you need to do a step by step and every time you move forward it's just gonna clean the task from the previous state of the blueprint now at this point I generated the NDA you can see it right here if I regenerate the NDA if I make any changes and regenerate it it's going to override this file so it has a file cleaning actually system also developed in our code that will get rid of all unnecessary files at this in real time to avoid having so many confusing files attached to this record so I'm just going to send it this time to contracts for review contracts people will get their notifications they will review it and now if they feel comfortable with this all they need to do is to download this take a look at it and make sure everything's right if they don't like anything they can just remove it or change it but let's say everything's okay so they need to just save this as final because it's a draft so we rename this to a final and save it as a PDF and that's it it's in my local computer I save the PDF file called final now I'm gonna go back to the record and follow the instructions it says please review attach NDA and upload the final in the so I'm just going to upload the final NDA click here if I by mistake select any other files here the system won't allow me to move forward this is another checking on our code in our code to make sure people don't make mistakes so I will close this and I upload the final NDA and now everything's fine because the name matches with the account name and it's final so this is going to attach the final NDA right here to this record so now I have a PDF attached and in terms of the email notifications that we receive as you can see just close this down also this one so as you can see there's so many emails when email goes to compliance and review and reject you get all these emails now I'm just going to send this for Signature when I send it for the signature first we use those signer Integrations in the back end send this to the customer or to the basically to this person to the contact to do the signature and again it's just gonna check all the files if any of these files are mismatched or wrong name or wrong format it's not going to allow to move forward but now everything looks good so we proceed please wait while sending NDA for Signature and that's it we exit the blueprint at this point and this sent for Signature is the instruction the state is approved by contracts and for Signature I get and signature request here as the contact I'm just going to log in I'm sorry I don't need to log in I'm just going to sign it and that's it as soon as I sign this State inside this NDA status is going to change and let me just click on finish once this is done you can see if I refresh it says send and the receipt which means now it's sending another email to the CEO of the company to science the final signature on the NDA will be sent to the CEO now I'm going to sign as the CEO of this company as well and the CEO so finish and that's it this is the end of the process now I fully executed NDA has been signed and if I refresh this you will see that fully executed copy sent to All parties now everybody gets a signed version of this NDA the contact and the CEO and you can see it also here this is how the document looks like and basically here are all the signatures one last thing I want to mention before the end of this video which is we have also prepared a you can see all the historical changes of the NDA status here but we also added the kpi for the NDA process that says how long did did it take for everyone to take care of their tasks so compliance four minutes contracts four minutes and as you can see countersigned PDF what had happened at this time so this is the data kpi that it can be used and have a report out of it to see in the next video I'm just gonna go through signing requesting an MSA which is very similar to the NDA and this MSA will be also signed inside the account and then we will show you the work order which is much more exciting and it's a much more advanced automation that will be created so thank you so much for your time and see you in the next video