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?
Best answer by Heidi Dempsey
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.
+3Thanks for the question. This is the correct workflow for ESIGN. You do need to print to pdf and attach the PDF to the subcontract.
This may come a little late, but our esignature plugin (SignNow provider) allows for a direct Entity record to envelope conversion. The envelope popup is displayed on the Entity entry screen with the PDF attached.
You can find more details here: SignNow Acumatica Plugin
Let me know if you are interested in a demo.
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