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To connect to docusign, please read the below instructions or follow along in our video. Open Docusign in your browser https://admin.docusign.com Click on the Settings Tab Scroll down to Integrat...
1. Navigate to a Candidate record and use the Action Menu to locate the 'Send a Form' option 2. Click the Docusign button to access your Docusign Forms 3. Choose the Envelope that you'd like t...
1. Navigate to a Job's Shortlist and use the dropdown arrow next to the blue Placement Record icon to Send a Form 2. Select 'Docusign' 3. Select the form that you'd like to send and click 'Pre...
Docusign allows for using a feature called 'Merge Fields' within Tracker RMS. This gives users of our product the ability to auto-populate fields within forms created inside of Docusign. The key to...