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Total Records: 103
ID Title Type Of Article
1457 
Firewall Lost Connection between network or internet Support
1439 
Engage SQL Errors and find a stuck user session means RDP Server needs to be rebooted How To
1404 
Setup Engage BMS Launch Batch File for Engage Startup How To
1381 
Work Order Task Details Updates to Main Work Order How To
1374 
Engage Corrupt Application Run Directory SCVersion10 Error Missing Variable Input Support
1323 
Sophos MDR Managed Detection and Response Sales Collateral
1317 
Reenabling Home Page or Web Page Views for Outlook Folders How To
1312 
Case Studies and Success Stories Sales Collateral
1228 
Customer Care Vendor Management & Billing Protocol SOP
1177 
MS365 Updates March 2022 Document
1171 
Check Junk Folder and Quarantine Email on Office 365 to find missing emails How To
1158 
Enable IE Compatibility Mode in Windows Edge Browser How To
1155 
Change your Microsoft 365 for business password to keep your account secure How To
1145 
Export Gmail and Import into Outlook How To
1144 
MS Teams How To Videos Training Resources
1130 
How to create a Fillable PDF from Engage Check List How To
1108 
Microsoft Office Cheat Sheets Training Resources
1107 
Excel Training Tips and Tricks Training Resources
1106 
Outlook Training Tips and Tricks Training Resources
1105 
Word for Windows Training Tips and Tricks Training Resources
1065 
Email DMARC stands for Domain-based Message Authentication, Reporting and Conformance Support
1056 
How to backup and restore Taskbar Pinned Apps How To
1037 
Engage Startup Settings will Crash if not setup correctly Support
1031 
Create and Edit Disclaimer Footers for Engage Reports and Forms How To
1028 
New Feature for Quote Module ---- Quotation Expiration Notice: 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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