Guide Steps
Be sure to add the notifications 87 and 88 from your company setups to enable them
Also, make sure to LINK your DocuSign account with Fund Control
You can make any document DocuSign enabled by emailing support@eclsoftware.com and letting us know what player you want it sent to and the print option to use. We will enable it on our side and you will see the DocuSign symbol next to the print option to use:
We currently have a Draw Form and Lien Waivers set up to be sent via docusign. The Lien Waivers example generates based on your company setups
That print option is sent to print liens for your lien waiver vendors in the Related Documents tab > Lien Waivers tab
When selecting a DocuSign print option it will show a preview where you see the email address the DocuSign is being sent to, the email language, and the DocuSign document.
You can click Send to send it/them, or Cancel