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Efficient document management is crucial for any organization, whether it's handling HR onboarding, client paperwork, vendor agreements, or volunteer forms. With Boilerplate software now integrated with Google Drive, users can automatically export documents after they’ve been reviewed and approved, ensuring secure, flexible, and accessible storage options. Files can be saved by person, document, or project, allowing organizations to customize their document management based on their specific needs.
In addition to this, Boilerplate offers advanced features like eSignatures, digital forms, itemized file requests with real-time tracking, and automated reminders. By leveraging these tools and Google Drive, companies can save significant time and resources—some clients are already saving over 40 hours a week in administrative tasks, translating to over $60,000 annually. In this article, we’ll discuss how Boilerplate’s integration with Google Drive helps simplify document management for HR teams, clients, vendors, and volunteers alike.
Onboarding software often focuses on new hires, but with Boilerplate, you can manage onboarding for a broader range of stakeholders, including clients, vendors, and volunteers. The integration with Google Drive ensures that after documents are submitted and reviewed, they’re automatically exported to the appropriate Google Drive folder. This flexibility not only saves time but also ensures documents are easily accessible and securely stored for your team.
Boilerplate allows for automatic document export once an admin has reviewed and approved the submission. Whether it’s for HR, vendors, clients, or volunteers, only reviewed and finalized documents are stored in Google Drive, ensuring that no inaccurate or incomplete files slip through the cracks. If changes are necessary, administrators can easily send the documents back for updates before they’re approved and exported.
This process saves countless hours of manual management and ensures that files are always organized and accessible when needed, enhancing the efficiency of onboarding processes for all stakeholders.
Boilerplate’s Google Drive integration allows users to organize their exported documents in ways that make sense for their workflows. Files can be saved by person, document type, or even by specific projects. For HR teams, this could mean creating individual folders for each new hire or project, while vendor managers can store contracts and compliance documents in project-specific folders. This level of flexibility ensures documents are always where they need to be, minimizing time spent searching for specific files.
Once documents are exported to Google Drive, administrators can utilize Google’s access control features to manage permissions. This ensures that only authorized individuals can view, edit, or comment on specific documents, maintaining document security while still allowing team collaboration. Sensitive materials such as contracts, tax forms, and waivers can be shared securely, offering peace of mind for all parties involved.
One of Boilerplate’s clients, an HR department for a large organization, reported saving over 40 hours a week in administrative work due to the integration with Google Drive. By automating the document review and export process, the team was able to free up time for other high-priority tasks, leading to an annual savings of more than $60,000. This case study highlights how the right software tools can have a direct impact on a company’s bottom line.
Read the Case Study
Boilerplate isn’t just limited to onboarding. Its file request features streamline document collection from clients, vendors, and volunteers, making it an ideal solution for managing contracts, agreements, and other important forms. The Google Drive integration enhances this functionality, allowing for easy document storage after submissions have been reviewed and approved.
Boilerplate’s file request tool enables administrators to request specific documents with detailed instructions. Once those documents are submitted, they are reviewed and approved before being automatically exported to Google Drive. This prevents errors and ensures that only correct, finalized documents are stored. The admin team can also track the status of each request, making the entire process more efficient.
Just like with onboarding, Boilerplate’s Google Drive export feature allows for flexible document organization. Administrators can save documents by individual, project, or document type, ensuring that files are always easy to find. Whether managing client files, vendor agreements, or volunteer applications, Boilerplate’s integration with Google Drive makes file storage simple and intuitive.
One of the biggest pain points in managing file requests is tracking who has submitted the required documents and who hasn’t. Boilerplate’s real-time tracking feature addresses this by allowing administrators to monitor submission status in real time. Additionally, automated reminders can be sent to anyone who hasn’t yet completed their submissions, ensuring deadlines are met and reducing the need for follow-up emails.
Boilerplate’s eSignature and digital form capabilities further enhance document management. Once documents have been digitally signed, they are automatically exported to Google Drive, ensuring secure storage and easy retrieval.
Boilerplate’s eSignatures feature allows companies to collect legally binding signatures on contracts, agreements, and waivers without needing to print or manually scan documents. After a document has been signed, it’s automatically exported to Google Drive, making it easily accessible and securely stored. This feature is particularly useful for vendor contracts, client agreements, and volunteer waivers, saving time and reducing paperwork.
Boilerplate’s customizable digital forms make it easy to collect and process information from employees, clients, vendors, and volunteers. From HR onboarding forms to client intake documents, these digital forms can be submitted electronically and, after approval, automatically exported to Google Drive. This eliminates the need for manual data entry or document scanning, speeding up processes and ensuring all information is securely stored in the cloud.
Saving Time and Money with Google Drive Integration
Boilerplate’s Google Drive integration simplifies the complex world of document management, offering users a streamlined way to collect, review, and store documents across various departments and industries. By automating file requests, digital signatures, and document organization, organizations can save significant amounts of time and money.
Whether you’re onboarding employees, managing vendor contracts, or processing volunteer paperwork, Boilerplate’s integration with Google Drive ensures that your documents are secure, organized, and accessible. With some clients already saving over 40 hours a week and seeing an annual savings of more than $60,000, Boilerplate is a proven solution for organizations looking to streamline their workflows and reduce administrative burdens.
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