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Total Records: 103
ID Title Type Of Article
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
1404 
Setup Engage BMS Launch Batch File for Engage Startup How To
1439 
Engage SQL Errors and find a stuck user session means RDP Server needs to be rebooted How To
273 
Offboarding Checklist New Client
222 
Onboarding VMS check List New Client
993 
5 things customers want from their salesperson Sales and Marketing
1312 
Case Studies and Success Stories Sales Collateral
1323 
Sophos MDR Managed Detection and Response Sales Collateral
1228 
Customer Care Vendor Management & Billing Protocol SOP
223 
Marketing Monthly Reporting Information Support
687 
Fix for Error Call to GetCustomUI() for RibbonID "Microsoft.Excel.Workbook in Engage OLE" Support
712 
Windows 10 multiple display - windows are moved and resized on display power cycle or sleep Support
557 
DT Easy Button working with Remote Desktop or Parallels Support
517 
500 colours by colour name, Hex value, RGB value and Microsoft Access code number Support
490 
Excel Opens File Very Slowly in Remote Desktop Session RDS Support
221 
New Customer: Billing, Collecting, Memorized Transaction Support
217 
Deploy Kaseya Script to Install Symantec Antivirus in Server Support
204 
Outlook Connection Status Window Support
195 
3CX Adding BLF Settings across multiple extensions in the Management Console Support
161 
Distribution Group Mail Flow Support
132 
MS Access System Resources Exceeded Error Support
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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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