SAMPLE PROCESS
HR
Correspondence Management
Module Suite can automate the creation & signature of documents to help take control of your communications
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Key Challenges
This sample solution is built around HR communication management. In order to build an efficient process on Content Suite, you must be able to:
- Automate the creation of HR letters
- Fetch employee data automatically to nullify manual errors
- Integrate external apps (e.g. DocuSign) for the signature of final letters
- Store & archive all employee correspondence on the system
Process Walkthrough
This sample solution has been developed to showcase the potential of Module Suite
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Main Dashboard
Each employee is associated to a Workspace containing their personal information and documents history. The list of employees can be easily accessed from the main dashboard
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Employee Workspace
In this space, HR can manage information relating to the employee’s personal details & documents (sent, pending, finalized). More importantly, they can select a letter from a list of templates and start the process
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Creating HR letters
After selecting and confirming the template, the Word document will be automatically generated and populated with the employee’s details
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Editing HR letters
If additional review is needed, HR can download and edit the file before submitting it for signature
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Sending for Signature
When HR submit the letter for signature, a DocuSign envelope is automatically created and the signing ceremony is completed directly on DocuSign via a seamless integration. The final letter is then synchronized back on Content Server
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Extracting Employee Files
With just one click, HR can extract the whole folder containing the employee’s history. The system will create a single PDF featuring a custom cover
A must-have for any business
- transfer letters
- promotion/appraisal letters
- individual contracts & more
Seamless integration with DocuSign means employees can quickly sign their letters regardless of their physical location
Key Features
- Boosted document manipulation: starting from a template, it’s possible to inject employees’ data in selected portions of the document
- Automatic generation of a PDF report that includes all documents signed by the employee
- Tailored Connected Workspace UI: thanks to a custom form embedded in the workspace, users can easily perform the main actions required for the process (select document templates, start e-signature)
- Custom Menu Buttons (e.g. send for signature) are used to trigger automation with 1 click
The documents are signed via seamless integration with DocuSign Cloud Services.
Signed documents are immediately synchronized back on Content Suite and archived for future reference.
To create an even smoother experience, during the signing ceremony on DocuSign, users are automatically redirected to the appointed signature field.
