How to use DocuSign with your Solatech Focus system
While Solatech Focus has a built-in feature to
capture signatures on a touch screen device, you can also use your
DocuSign account to request a customer signature via email. This
knowledgebase article will describe the process.
Note: These instructions require an existing DocuSign account.
- While logged into your Focus account, open the Quote, Sale or Order Review page
- In the Generate Reports section, select the output that you wish to send to your customer for signature
- Click the View Report button
- When the document has downloaded, open, and then save the PDF in an easily accessible location on your computer.
- Log into your Docusign account online
- Upload the file you saved in step 4 to your DocuSign account
- Proceed with the DocuSign email process.
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