Question: Which are the document fields that allow HTML formatting? In other words, on which fields can I open the Text Editor to format the text in the manner that
Question: Which are the document fields that allow HTML formatting? In other words, on which fields can I open the Text Editor to format the text in the manner that
Question: Can we apply logic to the result of predefined routes? Answer: Yes. If the SQL object [custom].pu_DocRouteCheck exists, it will be called by p_GetDocRoute after the predefined route has
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
Questions: How do ATC Workflow and Save Extensions interact? Can I use both ATC Workflow and Save Extensions? I want to add some validations. Where do I do that? Answer: sfPMS
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