Welcome to Documill - Juuso Nurmela
After a short career as a bookkeeper, our new account manager Juuso realized that he enjoyed making money more than counting it. Yes, he is really into numbers...
Read morePrakhar Sharma · October 18, 2022 · 5 mins
Contract negotiation is a key aspect when hiring a new employee. Thus, effective contract collaboration is vital to make sure the organization’s resources are utilized in the best way possible without affecting the productivity of any collaborator involved.
In this article, I will show you a step-by-step explanation of contract collaboration while using Documill Leap for hiring new employees, here at Documill.
With features like built-in multi-party document editor, e-signatures, workflow orchestration, reminders, and more, Documill Leap can make collaboration easier and faster – not only for sales teams, but also for companies’ human resources departments.
First things first, access to Documill Leap is available at leap.documill.com (web version) or you can get the Salesforce app at Salesforce AppExchange page.
Figure 1. Leap sign-in
Once we have logged-in to our organization, the Leap dashboard welcomes us, and looks like this:
Figure 2. Leap Dashboard
Figure 3. When creating a new project, Leap lets you choose the group for your project.
Notice that for our next steps, the Leap dashboard will show the Project Status as “Planning” until all requirements are completed:
Figure 4. Leap Dashboard in planning phase
Workflow is a pre-defined sequence of tasks, and each task gets assigned to a team member. As all Leap projects include a workflow for running them, each workflow created in Leap can be saved as a template that can be easily reused for future projects.
Figure 5. Workflow for the Hiring Process at Documill
Leap can be easily integrated with Documill Dynamo to generate documents that serve as a starting point for such collaboration.
Figure 6. Time to go live!
This will send emails to the collaborators and invite them to work on their tasks:
Figure 7. Email invite sent to the first collaborator.
This is facilitated by the built-in document editor designed to reduce error and avoid version confusion, when the file we’re working on and the file that gets signed may not be the same:
Figure 8. Documents can be edited within the Leap interface.
While the project is live, and different collaborators are working on their respective tasks, the Leap Dashboard provides a real-time update on the project status in both List and Workflow views (see Figure 9).
Figure 9. Leap dashboard showing the project status.
Figure 10. The signature panel to electronically sign the document.
To sign the documents, Documill Leap generates advanced electronic signatures which are tamper-proof, legally binding and eIDAS complaint.
Documill Leap tasks, including e-signing, can also be performed on a mobile device. This helps keep project delays to a minimum. As Documill Leap includes both document generation and e-signing, there is no need to transfer the document between different applications. This increases security and eliminates the risk of the wrong document being signed.
And that is how we utilize the powerful capabilities of Documill Leap to accelerate the hiring and contract-signing process here at Documill.
It is as easy-as-ABC to collaborate on contracts using Documill Leap whether you work in HR or Sales…
So if this got you interested, find out what Documill Leap can do for you and try it free for 30 days!
Written by
Prakhar is a Marketing Specialist at Documill. After graduating with a bachelor's degree that specializes in marketing, Prakhar now creates content marketing material for Documill. He currently focuses on B2B marketing opportunities for tech companies in the SaaS industry.
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