Advanced #1 Lone Wolf Transact & Authentisign Training
When:
June 9 @ 1:00 pm - 2:30 pm
June 9 @ 1:00 pm - 2:30 pm
Where:
Online
Instructor(s):
David McCrossan
In this session we will cover:
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Recap – Creating your Lone Wolf account
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Full walkthrough of your new workflow IF you are only going to use it as a e-signing platform, and still create contract paperwork in Webforms
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Bringing it back into Opportunities
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Docusign transition info (and what you will have to do if you want to keep a Docusign account)
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Q&A
