Integration with other modules

Activities integrate with other modules on the platform, such as: units, people, etc.

Units

In the activity, you associate the unit in the units field, which means that this activity is tied to this unit's operation.

Important: to learn more, access Units.

The concepts presented here are specific to the context of using the Blue Service platform.

People

You can also associate people (Individuals or Legal Entities) with activities, to identify who is responsible for a given operation in the activity process.

Important: to learn more, access Person.

The concepts presented here are specific to the context of using the Blue Service platform.

Docusign

There is also integration with Docusign for signing documents directly on the platform, in the “Docusign” card. The user can create envelopes and assign signers.

Important: to learn more, access DocuSign.

The concepts presented here are specific to the context of using the Blue Service platform.

Legal Document

You can also associate legal documents with the activity through the “Legal document” field and, after association, through the Legal Document card.

Important: to learn more, access Legal Documents.

The concepts presented here are specific to the context of using the Blue Service platform.