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Total Records: 103
ID Title Type Of Article
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Word for Windows Training Tips and Tricks Training Resources
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View emails of deleted employees with GFI Email Archiver Support
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Using DocuSign for Quotes in Scorpion Workflow
671 
Use Eversign with Engage for Digital Signatures on Quotes, Work Orders, Invoices and More How To
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Upgrading Xp Pro to Windows 7 application and all Support
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The solution was extremely reliable and the process couldn’t be simpler. Case Study
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Tew and Associates Migration to Managed Services and Cloud Solution Case Study
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Telnet to device not working externally but does internally Support
319 
Submit a Ticket on Scorpion Interactive - Client Facing How To
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SOPHOS XG Licensing Guide Support
1323 
Sophos MDR Managed Detection and Response Sales Collateral
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Setup Engage BMS Launch Batch File for Engage Startup How To
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Seminole Hard Rock Casino – PCI Compliance for 5 years of data backup on tape Case Study
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RETRIEVE AN ONT OR MODULE INVENTORY REPORT IN AXSVISION How To
1317 
Reenabling Home Page or Web Page Views for Outlook Folders How To
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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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