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To streamline the document and e-signature process, customers will fill out a form that automatically populates a Monday board. The workflow involves utilizing Docugen for document generation and Op Sign for managing e-signatures. After the customer submits their details through the form, the information is transferred to the board. By clicking a button on the board, Docugen generates the required document and triggers Op Sign to begin the signature process. The document is then sent out for signature, which the customer can access via email, where they can review and sign the document as needed.