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Total Records: 105
ID Title Type Of Article
660 
3CX Client How to setup Auto Status Change on Workstation Idle How To
649 
Engage Online Portal Export Reports to Excel How To
643 
How To Find PC Name How To
723 
Office 365 Appointment Feature Meeting Poll How To
722 
Managed Services Program Descriptions - Elite, Live, Guard How To
694 
QuickBooks Stop from retaining Last Logged-In User on Startup of QuickBooks How To
778 
TPM Installed on Cheetah requires correct BIOS Version How To
730 
Parallels Connection Mode Change How To
101 
RETRIEVE AN ONT OR MODULE INVENTORY REPORT IN AXSVISION How To
116 
Install & Configure Sonicwall NSA 220 Lan Analyzer Software How To
319 
Submit a Ticket on Scorpion Interactive - Client Facing How To
312 
Conference Call Setup with 3CX Windows Client How To
488 
Adding Messages with URL to Support Portal Message Center How To
304 
Creating a Sales Order in Scorpion How To
1024 
Setup Access to Compliance File Manager on SI Portal How To
1028 
New Feature for Quote Module ---- Quotation Expiration Notice: How To
1031 
Create and Edit Disclaimer Footers for Engage Reports and Forms How To
1056 
How to backup and restore Taskbar Pinned Apps How To
1130 
How to create a Fillable PDF from Engage Check List How To
1145 
Export Gmail and Import into Outlook How To
1155 
Change your Microsoft 365 for business password to keep your account secure How To
1158 
Enable IE Compatibility Mode in Windows Edge Browser How To
1171 
Check Junk Folder and Quarantine Email on Office 365 to find missing emails How To
1317 
Reenabling Home Page or Web Page Views for Outlook Folders How To
1381 
Work Order Task Details Updates to Main Work Order How To
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Engage Knowledge Base Web View         Workflow          Print
Title Using DocuSign for Quotes in Scorpion      
Resolution
Using DocuSign for Quotes in Scorpion
On the Quote Print Screen click the Email PDF
 *This will package the Quote in a PDF and Name if for you
DO NOT Send the email.
Just Right click on the PDF that is created and Save As to the Customer Profile Quotes Directory.
 
 
 
Then you can Close the Email without sending.
 
Go Back to the Quote Print Screen and click the DocuSign Button
 
Login to DocuSign (Your Email and Network Password should log you in. Reset if not)
Once in DocuSign Select "Others To Sign" Option.
Open the Directory where you saved the PDF of the Quote.
Drag and Drop to the DocuSign Window.
Click Next and Scroll to the bottom of the Quote where the Signature Line is.
 
On the Left Side of the DocuSign Window:
 
Click the "Sign" Icon and position over the Signature Line.
Click the "Date" Icon and position over the Date Line.
Click the "Text" Icon and position over the P.O. # Line.
 
Click Next
Add the recipients Name and Email Address and Send.
 
 
Vendor *
Web Link
Date Entered 5/1/2018
You Tube Link
Type Of Article Workflow
Article ID 236


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