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Search Knowledge Base Keyword Search Search For Any Of Words All Words Exact Phrase Clear Knowledge Base Web View Total Records: 103 ID Title Type Of Article 694  QuickBooks Stop from retaining Last Logged-In User on Startup of QuickBooks How To 586  QuickBooks Multi-Client Management Solution for Renaissance Consulting Case Study 581  Property Management IT Services Increases Productivity for Realtor Case Study 730  Parallels Connection Mode Change How To 1106  Outlook Training Tips and Tricks Training Resources 204  Outlook Connection Status Window Support 222  Onboarding VMS check List New Client 723  Office 365 Appointment Feature Meeting Poll How To 273  Offboarding Checklist New Client 1028  New Feature for Quote Module ---- Quotation Expiration Notice: How To 221  New Customer: Billing, Collecting, Memorized Transaction Support 1177  MS365 Updates March 2022 Document 1144  MS Teams How To Videos Training Resources 132  MS Access System Resources Exceeded Error Support 1108  Microsoft Office Cheat Sheets Training Resources 223  Marketing Monthly Reporting Information Support 722  Managed Services Program Descriptions - Elite, Live, Guard How To 580  Managed Security Services recovers stolen medical equipment for client Case Study 592  Kaseya VSA Over Other Tools What it Means for Our Clients Case Study 411  Introduction to Meraki Cloud Managed Switches Workflow 113  Internet Explorer Slow Support 116  Install & Configure Sonicwall NSA 220 Lan Analyzer Software How To 569  Importance of Company Organizational Chart Company Policy 597  Hyper-Converged Threat Initiative IT Security Strategy Case Study 643  How To Find PC Name How To Add New  Records per page - 1 5 10 25 50  2 of 5    Engage Knowledge Base Web View         How To          Print Title Use Eversign with Engage for Digital Signatures on Quotes, Work Orders, Invoices and More       Resolution Team, I tested and it's working.  This is the process. (Quote, Work Order, Order, Invoice all the same) When you click on the Digi Sign button it creates a PDF of the Quote and Saves it to the Scorpion\PDF directory. Then the code Opens Windows File Explorer to that directory with a filter string of *Quote#*.PDF so the current Quote PDF shows in the directory.   Then the code Opens Internet Explorer to EverSign Login Page. Login or click Ok if you Saved your login. If IE is Maximized it will be covering up the Windows Explorer Window to the PDF directory So click the middle box in the top right corner to shrink the IE Window (Not Minimize, Shrink to be partial page) Now you should see the Explorer Window with the new PDF of the Quote. Just drag the PDF to the Drop Files box on the EverSign IE Window and proceed to send. With the Windows Explorer Window still open you can Copy and Paste the File Name into EverSign as the "Document Title" and also the "Message". This process works the same for Orders, Invoices, Work Orders, Quote Trak or any Engage form using the Print Manager.   Potential issues:             The IE Window to EverSign may open in the background instead of on top.                         It depends on if IE is already open and/or how you last opened and closed it.             IE mostly opens in Full Window so you need to shrink it (not minimize).                         So you can see both the Explorer and EverSign Windows at the same time.             Explorer may take a minute to populate the screen for some reason as it reads the directory                         N:\Scorpion\PDF\Quote#XXXX.PDF             If you want to Digi Send an existing PDF Quote just browse to that directory with EverSign                         Every Quote PDF is saved here   Vendor * Web Link Date Entered 10/2/2019 You Tube Link Type Of Article How To Article ID 671

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