Home

  
 
 

Search Knowledge Base


Knowledge Base Web View
Total Records: 950
ID Title Type Of Article
4818 
Hey Lexi, Tell me about Cheetah PC's.; Category is Sales Support
4817 
Hey Lexi, Tell me about Cheetah PC's.; Category is Sales Support
4816 
Hey Lexi, Tell me about Cheetah PC's.; Category is Sales Support
4815 
Hey Lexi, Tell me about Cheetah PC's.; Category is Sales Support
4814 
Hey Lexi, Tell me about Cheetah PC's.; Category is Sales Support
4813 
Hey Lexi, Tell me about Cheetah PC's.; Category is Sales Support
4812 
Hey Lexi, Tell me about Cheetah PC's.; Category is Sales Support
4811 
Hey Lexi, Tell me about Cheetah PC's.; Category is Sales Support
4810 
Hey Lexi, Tell me about Cheetah PC's.; Category is Sales Support
4809 
Hey Lexi, Tell me about Cheetah PC's.; Category is Sales Support
4808 
Hey Lexi, Tell me about Cheetah PC's.; Category is Sales Support
4807 
Hey Lexi, Tell me about Cheetah PC's.; Category is Sales Support
4806 
Hey Lexi, Tell me about Cheetah PC's.; Category is Sales Support
4805 
Hey Lexi, Tell me about Cheetah PC's.; Category is Sales Support
4804 
Hey Lexi, Tell me about Cheetah PC's.; Category is Sales Support
4803 
Hey Lexi, Tell me about Cheetah PC's.; Category is Sales Support
4802 
Hey Lexi, Tell me about Cheetah PC's.; Category is Sales Support
4801 
Hey Lexi, Tell me about Cheetah PC's.; Category is Sales Support
4800 
Hey Lexi, Tell me about Cheetah PC's.; Category is Sales Support
4799 
Hey Lexi, Tell me about Cheetah PC's.; Category is Sales Support
4798 
Hey Lexi, Tell me about Cheetah PC's.; Category is Sales Support
4797 
Hey Lexi, Tell me about Cheetah PC's.; Category is Sales Support
4796 
Hey Lexi, Tell me about Cheetah PC's.; Category is Sales Support
4795 
Hey Lexi, Tell me about Cheetah PC's.; Category is Sales Support
4794 
Hey Lexi, Tell me about Cheetah PC's.; Category is Sales Support
Add New  Records per page  3 of 38   
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


  Copyright    Lietz Development, Inc. 1996. All Rights Reserved.