FAQs in this section
What are Esign Documents? Why should I use Esign Documents? What are the benefits of using Esign Documents? What is the connection between DocuSign and Esign Documents? Is the Esign Documents module available in the Help Desk Starter edition? Why can't I find the Esign Documents module in my CRM? I have installed Esign Documents, but why can't I send the documents for signature? How can I configure DocuSign in Esign Documents? I have installed the Esign Documents extension. Can I send the document for signature? I want to remove my DocuSign credentials from the CRM. How can I do that? How can I create an Esign Document? How many signees can I add to one document? How can I delete a signee's name? What happens if there is more than one signee for a document? Can I create Esign documents from other modules? How many files can I upload to obtain signatures? What must be the maximum size of the file that I can upload? What must be the format of the file that I upload? How can I create an Esign Document from other modules? Where will the signee receive the document? How can my signee sign the document? How will I know if the signee has signed the document or no? Can I get the PDF signed by the signee in the Esign Document record? The status on the Esign document says In-progress. What does that mean? Can I edit an Esign document that is sent for signature? Can I send an Esign Document twice for signature? Can I draft an Esign document? Can I tell the signee where to sign in the document? How can I see all the activities that happen on my Esign Document? Why does Vtiger support only DocuSign for Esign Documents? What can I see in One View of Esign Documents? How can I send notes explicitly to the signee in the Esign Document? Can I add the file to be signed from my computer? Is it possible to update the Quote or Invoice status when an esign document is signed? How can I send an email notification to the user when they sign a quote signed using Docusign? How can I send an email notification to the user when a Service Contract is signed from Docusign? How can I add another signee? How can I send a draft Esign Document for signature? What limitations do Esign Documents have that I should be aware of? In which module is the quick send option available? Can I quickly send a PDF file for a signature directly from the module without creating an Esign document?
How can I quickly send a PDF file from a module directly for signing?
Table of Contents
Let us consider the Quotes module as an example. These steps are the same for other modules as well.
- Click the Main Menu
- Select the Sales tab
- Select the Quotes module
- Open a quote record from the List View
- Click the Do button in the Summary View
- Select Reach out now
- Click Send PDF for signing
- In the Send for Signature window, add the following:
- Print Template
- Email Details
- Click Send to send the document for signature
- Note: You can click on Tag and Send if you wish to add signature tags
Your document is now sent for signature, and a record will automatically be created in Esign Documents.To know more about Esign Documents, click here.
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