Processing Documents with DocuSign

  • 15 February 2021
  • 0 replies

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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