Hi All,
We have to create a total of ~1,000 documents that contain data from various sources (e.g., Workday, Shareworks, etc.) and then send for signature to about 200 employees (5-6 documents per person). Right now, our Finance team is manually populating these as required, but at some point a bunch are going to be required at once. We can funnel the various data sources into an xls file. Has anyone used Ironclad (or another system, Docusign, etc.) to populate documents from data in a xls file? We're trying to avoid having someone create ~200 workflows and input the data for each manually to generate documents and push for signature.
