Docusign In this blog post, we uncover how tapping into the potential of docusign templates can revolutionize how you handle documents and why incorporating them could be one of the most intelligent business decisions you make this year. Craig bayer is the founder and leader of optiable, an award winning document management (dms) consulting firm dedicated to helping law firms seamlessly integrate netdocuments.
How To Use Docusign Templates With Netdocuments Optiable This integration will allow users to send documents for signatures using docusign and have the documents automatically uploaded into netdocuments once signed. this is available with the netdocuments organize solution. Profile templates are used to enter custom profile boxes when creating, uploading, or editing documents. since cabinets can have different profile boxes, profile templates are specific to each cabinet. Let’s look at how this is done by demonstrating the workflow with netdocuments ndoffice installed in microsoft office 2010 2013 and soon 2016. first, we find a file that comes closest to what we want or we can create a new one. That all changed at the beginning of 2017 when i started using a product called signature bridge that allows me to link “docusign” to my online document management system, netdocuments. this is almost impossible to explain, which is why i created this 7 minute video. let’s review what just happened.
How To Use Docusign Templates With Netdocuments Optiable Let’s look at how this is done by demonstrating the workflow with netdocuments ndoffice installed in microsoft office 2010 2013 and soon 2016. first, we find a file that comes closest to what we want or we can create a new one. That all changed at the beginning of 2017 when i started using a product called signature bridge that allows me to link “docusign” to my online document management system, netdocuments. this is almost impossible to explain, which is why i created this 7 minute video. let’s review what just happened. When ready to implement the docusign integration, contact your netdocuments account manager to have it turned on in your netdocuments environment. you can then enable it within the other section of the netdocuments admin console. This new integration allows docusign esignature users to send, receive, and track e signatures for documents directly from within netdocuments. documents start in netdocuments and end in netdocuments. Do you send the same or similar documents, or send documents to the same group of people, over and over? templates help streamline the sending process. you can use your saved templates to start a new envelope. everything defined in the saved template is applied and added to the new envelope. Discover expert netdocuments tips from optiable, the leading netdocuments consultant. perfect for legal professionals and netdocuments users looking to optimize their document management software.
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