Concord CLM + Microsoft Excel
Update rows in Microsoft Excel when new documents are fully signed in Concord CLM
Streamline your workflow between Concord CLM and Microsoft Excel with this efficient automation. Once set up, each time a document gets fully signed in Concord CLM, a row will be updated in Microsoft Excel. This will save you time, and ensure your records are always up-to-date, without having to manually transfer data from one platform to another.
Streamline your workflow between Concord CLM and Microsoft Excel with this efficient automation. Once set up, each time a document gets fully signed in Concord CLM, a row will be updated in Microsoft Excel. This will save you time, and ensure your records are always up-to-date, without having to manually transfer data from one platform to another.
- When this happens...Document Fully Signed
Triggers when document has been signed by all parties.
- automatically do this!Update Row
Updates a row in a specific worksheet.
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Document Fully Approved
Triggers when a document is fully approved.
Try ItSignature Provided
Triggers when a participant e-signed the document.
Try ItConcord OrganizationRequired
Concord TemplateRequired
Document TitleRequired
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Storage Source
FolderRequired
SpreadsheetRequired
WorksheetRequired
TableRequired
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