DocuSign integration has been available for sfPMS since V2019. This documentation covers concepts and considerations and includes related KBAs at the end. What is DocuSign? DocuSign is the creation of
DocuSign integration has been available for sfPMS since V2019. This documentation covers concepts and considerations and includes related KBAs at the end. What is DocuSign? DocuSign is the creation of
Purpose: If you have followed the instructions in the KBAs for DocuSign Integration, we recommend you test everything before you start using this feature. Our recommended test scenario: Create one
Question: Now that our site and templates have been set up for DocuSign integration, how do we indicate which routees should get routed content through DocuSign? Answer: You do so
Purpose: The Template Signature Location tool is used to indicate where on a template DocuSign electronic signatures will be added. The tool is available only when a site has been
Question: I have an existing Word bookmark template for my vendor subcontract. Can I use this template for DocuSign integration? What are the best practices for designing bookmark templates to
Question: We’ve just integrated with DocuSign and set everything up. What will our vendors get and need to do when we route them a contract for signatures? Answer: When someone
View Recording of this Presentation Brushing Up on Your Budget’s BFA Do you know what you do not know about the budget’s BFA workbook? Even some clients who have been
Question: Why does the project ID on a series of documents change at the same time? Answer: Spitfire sfPMS includes a Project ID cascade feature. If you change the Project