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Processing Documents with DocuSign

  • 15 February 2021
  • 1 reply
  • 41 views

I have DocuSign configured and working.  Here is my question - when processing a document, such as Subcontracts, do I have to print the subcontract to a .pdf, then attach the file to the form in Acumatica, then click Files, then Edit then ESIGN?

Is there an easier way to get the document attached to the Files without saving as a pdf first? 

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Best answer by Heidi Dempsey 3 May 2021, 23:11

Thanks for the question.  This is the correct workflow for ESIGN.  You do need to print to pdf and attach the PDF to the subcontract.  

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Userlevel 1

Thanks for the question.  This is the correct workflow for ESIGN.  You do need to print to pdf and attach the PDF to the subcontract.  

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