Name: Achieve more with seamless document tools within your workflow automations
Uploaded: 2025-02-18T16:00:11.008Z
Duration: 16 min 32 s
Description: Achieve more with seamless document tools within your workflow automations

Transcript for "Achieve more with seamless document tools within your workflow automations": Joining us today. My name is Toni, and I'm excited to welcome you to our webinar. Automating business workflows often means handling documents, whether it's collateral approvals, contract management, purchase requests, or timesheet tracking. Now imagine being able to view, annotate, edit, and manage documents within your workflow right in your browser. That's exactly what Nutrien workflow automation platform enables. And today, we're gonna show you how it works. Joining me today is Dan Jankowski, our VP of technology for the workflow automation platform. Dan is here. He's going to guide us through an in in-depth demo of our document editing solution, and he is the expert in all things workflow. Dan, it is good to have you. Hi, everybody. Glad to be here. So before we dive into the demo, here are a few quick housekeeping notes. Today's webinar will be about thirty minutes. If you have any questions, use the q and a feature on the right hand of your screen. You'll also see a chat area. Feel free to connect with other other attendees or test out, this chat feature now and share where you're joining us from. And, yes, this session is being recorded. It'll be available on demand on our website shortly after this event. And one last thing to note is that this demonstration part is being prerecorded. We did this so Dan is ready behind the scenes to answer any questions in the chat if they come up. So are you ready to see how to increase productivity, improve accuracy, and give your team more time for more high value work? I'll let Dan take it from here. So on today's demo, I'll be taking you through various stages of a document. First, I'll be taking you through a little rental agreement process. Pretending you're a rental agency that handles multiple, companies and multiple properties. You'll you'll be filling an an agreement, taking it through an approval process, and editing, annotating the documents, making changes to it, and signing the document, both the lease and the leasee. Let's, take it away to the demo. As I said before, the first thing I'm going to do is walk you through a process where you are a property management company filling out a rental agreement. Here, you're the secretary or a person filling out the first form. You're going to select a date for the agreement right here. You're gonna select the landlord. We're gonna select Larry landlord. A tenant, we'll do Terry tenant. Fill in a property, do 1224 Happy Streets. We're gonna do Pritty City. That's in Ohio. Of course. The month and year that the rental agreement is going to start. Let's do next month. And Ohio's pretty pretty low cost of living, so do $800, 16 hundred dollars here. And we're gonna submit this. Now this is going to go through templating and create a new PDF with the agreement. I've been given instructions here to make final edits to the rental agreement and add signature areas to the document prior to submitting. So I'm gonna do that right now. As you can see, everything's been filled in, the date. Terry tenant is the tenant. They're a landlord. This is all from that first form we just filled in. This is just showing that the office templating task type is doing what it's supposed to do, filling in all the information. You can see here that was supposed to. But I'm gonna do what it was telling me to do, and that's add the signatures. One for the landlord, one for the tenant. Click save here. And I'm gonna submit this. This is gonna go to the landlord for approval. I'm gonna go and switch screens here and log in as the landlord. I already have a login here as the landlord. So I'm gonna take a look here. Now as the landlord, I've already had a side conversation with the tenants. And in the contract template, it always says the first day here. That's when the rent is due. But I made an agreement on the side here that's, we're gonna do the fifteenth of the of the, month for for rent due. Notice there's versions here for this document. Right? The first one was the original, generated document. Right? The second one was after the signatures were, added. But I wanna I wanna send this back so because of, the the communication I had with the tenant. So what I'm gonna do is just make a note so that the original submitter can make changes to the document. So I'm just gonna come here, click this, highlight it, add a comment. I'm gonna say, please. And you can see Larry Landlords, the maker of this comment in the PDF. I'm gonna save it. You can also make any other kinds of annotations and edits here. I'll just show you. You could do, make any kind of, just make a circle here. You can do anything you want here. There's all kinds of annotations you can you can make here. But I'm going to send this back to be reworked. Now that's getting sent back to the original recipient. Let me go to my tasks here. So as you can see, here's the note from Larry Landlord to make changes to the fifteenth. Now I don't wanna make changes to this version of the document. Obviously, this is not the document version I want to move forward to get signed. I want the one here, the one that I added the signatures to. This is the one I wanna change. So I'm gonna open the content editor and make the change that was requested. I'm gonna change this to the fifteenth day. Now this is a field part of the the actual boilerplate part of the template. This is not one of the fields that was filling into the template. That's why it shows this as part of the things that need to be changed here. Otherwise, I would have just reflowed the template. So now I'm happy with that. I'm gonna submit it again to the landlord for approval and signature. So that's this is getting sent back to the landlord. So it should show up here. Sure enough. It's got that changed there. So as the landlord, I'm just gonna sign this. All I have to do as the landlord is click here, and it's our it's gonna fill in my name here. I can just click done, save, and approved. Now the next step in the flow is for it to go to the tenant for approval. So I'm gonna log out as the landlord, log in as the tenant, All I have to do as the tenant here is click. Fills in my name automatically. I'm gonna select a different font here. Sign. Save. Approved. And then as the final step in the flow, it's gonna send both the landlord and the tenant an email of that signed document. Now I could show you a little bit about how this was configured. The office template to PDF. You can see what the template looks like. It just uses simple mustache style prefills here. Today, tenant, landlord, these are all very simple things you can put in to be prefilled. And then you have mappings similar to the standard IO mappings within any task type, in the workflow product. You just map to a data source. In this case, we're at the rental agreement input form and then the field from that form just down the line, and that's how it prefills. For mapping to the files from to the approval task, there's a new tab here, and it's just like any other parameter. You just map it to pick a task that has a file attachment and then pick that file attachment from that task. And that's all you have to do. Thanks. I hope you enjoyed the demo. Alright. Let's take a look at some questions. Somebody asked if they get a demo. Of course, we'll share some links. You can book a demo with someone from our team. You can really see the value of the tool. You could try yourself we have free trial option also that's available on the website. So we can do that too. There's just a couple of, email verification links you can go through, and then you can get right into the trial. That is it available right now? No. It'll be available next week. We're just tightening a couple screws on there. We wanted we really wanted to get it out this week, but, unfortunately, there was a a couple of things that we wanted to make sure was done, particularly around documentation. We wanted to make sure it was documented properly before it went out. Let's see. Let's look at another question here. There was, yes, available for cloud customers at the beginning. Yes. This is for version eight in the cloud. So if the initial form feeds the template, can those fields be edited by both the submitter and the approver? So the idea is that on both the approver approval tasks and in the, attachment fields on the form, you'll be able to configure what is available, what annotation types, what editing types, signatures. All of that's gonna be configurable at the form level and at the at the attachment, which each attachment. So if you have multiple attachments included on an approval task, each one you could say, I want to be able to only sign on this, or I want to be only annotations on this particular one in that approval task. Or if if it's at the form level on a form, this attachment, you can't do any editing just because you have the feature. You don't necessarily have to have any kind of editing. You can only have the view possibly if you don't want to have them, have any editing capabilities, or you just want them to be able to, you know, have edit content only. No annotations. So, really, you can make those decisions as the the process designer. There was a question about people, simultaneously, making changes. So it it as it's versioning, it's it will save on top. So if you have, like, approvers in order making annotations, if somebody's loading the next version, it will see the other person's annotations. So it will save on top of it. So you you will have a a collaborative effect with annotation saving on top of each other. So the person seeing, the latest version would see all of those annotations. I think that's all the questions we have. If I missed any, don't worry. We'll we'll get we can get in touch after the webinar. I hope you found the demo informative and helpful. If you have any additional questions, feel free to reach out to us. Be sure to check our blog, the workflow automation product page, and our YouTube channel. I've also provided a link for you to start up retrial so you can experience the product firsthand. But as mentioned, the editor tools will go live on the trial next week. Thank you for joining us, and enjoy the rest of your day. Thanks, everyone.