Question

Processing Documents with DocuSign

  • 15 February 2021
  • 0 replies
  • 19 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? 


0 replies

Be the first to reply!

Reply


About Acumatica ERP system
Acumatica Cloud ERP provides the best business management solution for transforming your company to thrive in the new digital economy. Built on a future-proof platform with open architecture for rapid integrations, scalability, and ease of use, Acumatica delivers unparalleled value to small and midmarket organizations. Connected Business. Delivered.
© 2008 — 2020  Acumatica, Inc. All rights reserved