Receive new account requests, filter submissions, find existing records, and create signature requests
Receive new account requests, filter submissions, find existing records, and create signature requests
Automate your new account request process with Jotform, Filter by Zapier, Microsoft SharePoint, and DocuSign. This setup filters submissions, checks for existing records, and generates signature requests, speeding up onboarding and improving efficiency.
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Overview
Automate your new account request process with Jotform, Filter by Zapier, Microsoft SharePoint, and DocuSign. This setup filters submissions, checks for existing records, and generates signature requests, speeding up onboarding and improving efficiency.