Docusign

What is Docusign?

DocuSign is an Electronic signature service for documents/agreements that need to be signed and emailed to others.

Using Esign Document module with Docusign you can send PDF files (Internal, uploaded or generated by Print Templates) to others and get the document signed electronically. CRM will track the transaction and update the transaction status automatically along with attaching the document to the Esign record.

 

How to get an Account

All users can view and sign documents.  To create an account:

  1. Go to https://www.docusign.com/
  2. Click the Log In link on the top, right corner of the page
  3. Enter your Columbus State email address and click Continue
  4. Click the Use Company Login button
  5. Enter your Columbus State credentials
  6. Your account will be automatically created

If you have need of sending envelopes and/or creating templates, contact the IT Support Center

 

Docusign Support

For guidance and support on using Docusign, check out their support page: Docusign Support

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Details

Article ID: 228
Created
Tue 4/14/20 2:39 PM
Modified
Thu 11/19/20 3:03 PM