Everything you need to know about Contract Management

What is CLM? Contract Lifecycle Management (CLM) remains a high-priority technology investment for medium and large enterprises. In fact, a study by Gartner indicates that the number of companies interested in acquiring a CLM has increased by 40% over the last year. As a result, there is now a great deal of choice as CLM…

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Kanban View: the agile visual management that will become your must have.

Discover another way of working, move to agility with the Kanban view. Keeping control over all the tasks to be carried out by a team in a fast and agile way can become an impossible mission. At Docuo, we see agility as the main way to optimise team performance. In fact, agile management is one…

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What types of electronic signature exist and how to choose the one you need

Why make the leap to electronic signatures? Speeding up signature processes is one of the key measures to increase team productivity. In fact, the situation of companies that have not yet taken the step to digitally transform their signature processes is starting to have consequences. One of them is the high economic cost of managing…

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How to activate Teams connector step by step

Docuo integration with Microsoft Teams. At Docuo, we have created a new connector for Teams, with which you will be able to: Send information from the repository to a team channel of Teams. Have a new automatic email type “Microsoft Teams”, option that will appear next to email, notification or SMS, being able to specify…

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All your team connected with Teams.

Having an agile and quality communication with the whole team has always been necessary to work smoothly. But after the global pandemic caused by COVID-19, the way we work has changed, and with it the way we communicate. Home office has been one of the most popular adaptation measures. The workflows and the way we…

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8 guidelines to optimize virtual meetings.

The number of companies that have implemented home office as a way of working and have changed face-to-face meetings for virtual ones has increased. A new way of communicating in the professional field is already the order of the day globally. In fact, a large part of the working day takes place in telematic meetings…

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The 4 ways to solve business challenges with software

How to choose the solution you need according to your use case? Surely you have faced problems at work on more than one occasion such as lack of organization of teams, data that ends up being lost or duplicated, forgetting key dates or lack of control in the processes. At this point you may have…

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Electronic signature – eSignature

Docuo electronic signature (eSignature) is a feature that allows you to remotely sign documents electronically with full legal validity, in accordance with the European eIDAS regulation, at any time during a workflow. This functionality is available in the Business and Enterprise versions of R2 Docuo. If you are not yet a Docuo customer, try the…

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How to configure the SharePoint connector

The SharePoint Connector is a Docuo plug-in that allows you to export your documents to a SharePoint server through a document process.   This integration is available in the Business and Enterprise versions of R2 Docuo. If you are not yet a Docuo customer, try the free version now. If you are a Professional customer,…

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Formulas in the “New document” process action.

How it works In the process of a category, we can define a set of automatic actions taken when moving through a transition. One of them is the “New document” action:   This feature allows you to create a new document from another category and thus link several workflows.   The New Document window allows…

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Single-use replacement tags

How it works Docuo’s conventional replacement tags can be added to Microsoft Office 365 documents (Word, Excel, PowerPoint) with the following syntax: <@FieldGroup:Field> Each time Docuo processes a document, it replaces these tags with the corresponding field values. If you subsequently change the value of those fields, Docuo can replace these values back into the…

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How to go back through a workflow and leave the document as it was

Configures the action “Leave the document as it was the last time you left the target state”. How it works In a Docuo Workflow you can define automatic actions when moving through a transition (arrow) between two states (circles). These actions can modify a document’s main file or its file type fields. For example, in…

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