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eSign integration in Rex
Tue, Aug 25, 2020
11:00 AM - 11:30 PM AEST
With Kevan Matheson
Rex has recently added the ability to send documents out for e-signatures directly from the system! One less system to deal with and you can track the request as well as automatically store the completed document directly in Rex.
In this free, 30-minute training session you'll learn the ins and outs of this exciting new feature.
- Setting up DocuSign templates for use in Rex
- Activating and configuring the DocuSign integration
- Adding and linking Rex templates to DocuSign
- Sending documents out for signatures
- Tracking signatures and completed documents