Docusign
TRANSFER ENVELOPES 1. Enter Settings 2. Navigate to Users 3. Search for User who owns the envelope(s) to transfer 4. Use the Actions butto...
Tue, 11 Jul, 2023 at 11:46 AM
DOCUSIGN Onboarding 1. Confirm DocuSign access is required with requesting User’s Manager in the onboarding ticket 2. Enter Settings 3. Navigate to Us...
Mon, 10 Jul, 2023 at 10:42 AM
CLOSE DOCUSIGN PROFILE 1. Enter Settings 2. Navigate to Users 3. Search for User to Close 4. Use the Actions button to open a drop-down me...
Tue, 11 Jul, 2023 at 11:49 AM
UPDATE A DOCUSIGN TEMPLATE IN FSC DocuSign templates in salesforce may require updates when the form receives and updated version. Follow the steps below t...
Wed, 21 Aug, 2024 at 9:23 AM