Conflict of Interest Document

A Conflict of Interest document is a document where a person declares whether they have personal, family, or financial interests that could influence their decisions within a company or organization.

This document is signed to create a formal record of the declaration, ensuring transparency and compliance with the organization’s internal policies.

Using Smart Documents, CSV automation, and conditional workflows, companies can automatically generate, send, and manage these declarations in a structured and scalable way.

1. Document Creation

The first step is to create the document in the “Smart Documents” menu.

Within this menu, the document can be built using conditional rules or dropdown lists, allowing the document to display exactly the information required for that specific case.

Example:

Conditional rules
Dropdown lists

2. CSV Automation

The second step is to create the CSV automation, which allows this document to be sent in bulk or individually, depending on how you need to manage it.

To configure it:

Menu → Automation → CSV

Within this section you will find the option to import a CSV file.

The CSV file can be uploaded from your computer or from a Legale folder.

3. Configuration & Smart Document Association

In this step you must activate the option:

“Would you like to create a form to collect information to generate a document?”  
This allows the employee to complete a form previously created, where they can answer whether they have a conflict of interest or not.

After that:

Assign the Email column from the CSV file
Click “Assign headers automatically”

Always remember to save the changes in the bottom-right section.

Documents can also be saved based on the variables defined in the Smart Document.

4. Workflow

In this section you can create the approval or signature workflow you need.

There is no limit on the number of signers or rules.

Because this is a Conflict of Interest document, the workflow can change depending on the employee’s response.

For example:

General Manager signature
HR Manager signature

Employee signature
Direct supervisor or manager signature

Result

Regardless of the employee’s response, the system generates the same Conflict of Interest document previously configured in Smart Documents.

The difference is that the signature workflow changes depending on the employee’s answer.

(for example: Employee and Direct Supervisor).

This ensures that the document is always generated consistently, while automatically applying the appropriate approval and signature workflow.

Hear directly from our valued customers!

Himura Adreas CEO at Manika

After evaluating different alternatives, we decided to integrate Despapeliza's document management platform due to a need to move forward as a company towards digitalization. Thanks to the autonomy in configuration, we have covered different areas of the company, automating internal and external workflows, managing to eliminate paper and save resources. Our users have become accustomed to the ease of the platform, demanding digitalization in more company processes.

Read more
Lucy Rodriguez Administration Leader

Thanks to the ease of use of the solution, we achieved rapid adoption of the tool and reduced signing times from 7 days to just hours in processes of board minutes, committees and commercial agreements. We save 100% of the expenses associated with the transportation of documents and the collection of signatures in different communities, and even outside Santiago.

Read more