Enhance the Box for DocuSign Integration in terms of metadata
We would like to put some information of DocuSign Envelope (such as contract data, term of contract, type of contract etc.) into Box metadata instance in an automated way. Currently, there's two ways users would be able to do are; 1. users manually populate metadata such as transaction amount in signed document or 2. using iPaaS (Workato) to automate populating metadata. No.1 is inefficient and time-consuming and has human-error risk. No.2 requires additional cost. This is actually required by Japanese local law when we save financial documents digitally. The law is called Denshi Chobo Hozon Hou. This becomes a huge roadblock for box/DocuSign customers to implement/adopt both systems for use-cases associated with saving signed financial documents in Box.
For the law of Denshi Chobo Hozon hou (https://www.nta.go.jp/law/joho-zeikaishaku/sonota/jirei/05.htm), please find the google-translated excerpt below
Ensuring search function Article 3, Paragraph 1, Item 5 of the Enforcement Regulations
Secure a search function that meets the following requirements for electromagnetic records related to books
(B) The main record items according to the transaction date, account, transaction amount, and other types of books can be set as search conditions.
(B) For record items related to dates or amounts, conditions can be set by specifying the range.
(C) Conditions can be set by combining two or more arbitrary recording items.