A Leading Education Institution provides a seamless and hassle-free onboarding process for its students by digitizing disclosure form signing and approval process


About the Client

Client is a leading education institution for health sciences with campuses all across the United Sates. Their goal is the development and continuous learning for health service practitioners  


Digitized client’s database and completely automated the state disclosure and program application process by creating DocuSign form templates for each state and related disclosures. Then, we integrated signature automation by using the DocuSign API and SOQL, APEX, and Triggers.

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  • Team is now handling 60% more forms per day than previously
  • Reduced operational cost by 35%
  • Automatic two-way dataflow eliminated data errors and duplicity
  • The quality and the speed of output increased the student registration experience as well as enhanced enrollment rate

Salesforce: Sales Cloud

Technologies: Workflows, Docusign