University of Minnesota - Student Onboarding
A student onboarding solution for the University of Minnesota cut admin time by 80%, with custom contract generation in Google Docs and DocuSign plus SmartSuite to scale and track signatures.
Project Overview
Description
Student onboarding app was needed to streamline process of contract distribution, signing and tracking during September and January enrolment
Features
SmartSuite Interface
Make.com automations using SmartSuite API
Google Docs Contract Template filling using data from SmartSuite
Sending and Signing via DocuSign
Tracking of the Signature information
Data Writeback into SmartSuite from DocuSign signed envelopes
BPMN Process Flowchart
SmartSuite interface
Template settings and Onboarding Form
SmartSuite API automations
Generate Envelope and Send Automation
Templated Contract for Generating
Systems interconnection High Level Diagram
Automations Documentation
Solution Usage Video Training
Project Details
Technology Stack
Processes
- Onboarding
Frequently Asked Questions
Common questions about the University of Minnesota - Student Onboarding project.
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