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Your step-by-step guide — send client formula
Using airSlate SignNow’s eSignature any business can speed up signature workflows and eSign in real-time, delivering a better experience to customers and employees. send client formula in a few simple steps. Our mobile-first apps make working on the go possible, even while offline! Sign documents from anywhere in the world and close deals faster.
Follow the step-by-step guide to send client formula:
- Log in to your airSlate SignNow account.
- Locate your document in your folders or upload a new one.
- Open the document and make edits using the Tools menu.
- Drag & drop fillable fields, add text and sign it.
- Add multiple signers using their emails and set the signing order.
- Specify which recipients will get an executed copy.
- Use Advanced Options to limit access to the record and set an expiration date.
- Click Save and Close when completed.
In addition, there are more advanced features available to send client formula. Add users to your shared workspace, view teams, and track collaboration. Millions of users across the US and Europe agree that a solution that brings everything together in a single holistic workspace, is exactly what businesses need to keep workflows performing easily. The airSlate SignNow REST API allows you to embed eSignatures into your application, website, CRM or cloud storage. Check out airSlate SignNow and get quicker, smoother and overall more efficient eSignature workflows!
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Initiate email charter
Today's video is about creating an email with an Excel formula. Here's the best part, we're not just going to be adding the send to address to the email but we're going to be adding a subject line and a body text without you touching Outlook. Guess what? All of these are cell references so you can create dynamic emails with formulas. This means you can prepare different email templates depending on the cell value. Values are too low, send out the motivational email. Values are great, send out the celebration email. Pretty neat, right? Let me show you how you can set this up. (bouncy music) Here's the great thing about Excel's hyperlink formula. You can use cell references in there to get this to be super dynamic. You can even combine it with other functions. So for example here, I have the name of the person. I have their email address. The sales that they achieved in the month and the original goal they had. Based on this, we're going to see if we send them the motivational email or the other email. So Gary in this case, he didn't reach his goal. He's going to get the motivational email. Now when I click on this, Outlook automatically opens, puts his email address in the correct field. The subject line is automatically there and a body text. Richard, for example, he's going to get a different type of email because he achieved his goal. He even exceeded his goal by 500. And when I click on send email, I get a personalized subject line that says "Thank You Richard. "You achieved your goal of 6000. "And you even exceeded it by 500." All these calculations are done with formulas. There's no VBA here. So if Richard for example didn't achieve his goal, if he only made 5000, he's going to end up getting the motivational email. If he achieved it by a bigger amount, so let's by 1000, he's going to get a different body text: you exceeded your goal by 1000! Now where is all this coming from? Well you've probably noticed I have some hidden columns here. These are the helper cells that help me get this to be dynamic. In the first column here, I'm calculating by how much the goal was exceeded, if at all, so I'm using an if function here. Now if you're not familiar with this function, I have a video on that. I'm going to add the link below this video, so check it out. The subject line uses some of Excel's great text functions like the trim and the left function to grab the first name from the full name here. And I have the dynamic body text in there, which is a combination of typed in text together with cell references to bring in the numbers in here. And the end result here uses the hyperlink function together with the if function, which then decides which type of...
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