No video :(

Deep Dive: Document Generation for eSign

Подписаться 20 тыс.

Просмотров 7 тыс.

50% 1

Get ready for an exciting deep dive into the latest release features of DocuSign for eSign! In this video, we will explore the amazing Document Generation capabilities that have been unlocked with DocuSign's April release.
This game-changing feature allows you to create professional documents with in-paragraph data merging and smart business rules, making the document generation process faster and more efficient than ever before.
Let’s explore 3 areas to help you get the most out of it today:
Building with the Template Assistant
Sending a Document Generation Template
Bulk Generation and sending
User Guide: rb.gy/dbqsz
API Reference: rb.gy/es2wz
🚀 Stay Connected:
Twitter: / docusign
LinkedIn: / docusign
Facebook: / docusign

Опубликовано:

3 май 2023

Ссылка:

Скачать:

Готовим ссылку...

Добавить в:

Мой плейлист

Посмотреть позже

Комментарии : 3

@bluskyz7398 11 месяцев назад

So for the 1 document I plan on using that clients will need to sign, I have to have a 'document developer account'? I can't just download DocuSign & import my word doc? I've downloaded it & watched 2 videos to try to learn how to use this... the first talked about a Salesforce account, now this one w Document Developer account? WTH????

@yt807 8 месяцев назад

This is a nice feature but I think he should mention in the video that it needs to be added to your DocuSign account before you can use it. I followed along and did what he did and wondered why it didn't work for me. Too bad it doesn't tell you this when you upload a specially coded Word document and you're left wondering what you did wrong.