Managing Documents with Pipelines
Use Pipelines to generate, populate, and execute documents
Whether it's invoices, contracts, or even employment agreements, you can find yourself responsible for filling out and managing dozens, or even hundreds, of documents. With Pipelines you're just a few steps away from automating that whole process from start to finish.
In this course based on the session from Empower, learn how Pipelines can connect Quickbase with tools like Formstack and DocuSign to instantly create those agreements, fill them in with specific details, and even have them sent out and signed, all with no risk of typos.
Course ID: TC-01