Peter Link

1. Community
2. System Settings
3. Docusign Sending Working View for Client to sign instead of Client View

Would be great to have a box within the Docusign Settings that let you choose which view you would like to pull the pdf from. Thanks for replying to my message. 

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• Peter Link
• May 31, 2024 18:57
• 0 votes

1. Community
2. System Settings
3. Docusign Sending Working View for Client to sign instead of Client View

Actually, I tried placing Client View above Working View with each listing as "NO" and that DID NOT solve the issue.

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• Peter Link
• May 31, 2024 18:09
• 0 votes

1. Community
2. System Settings
3. Docusign Sending Working View for Client to sign instead of Client View

I'm answering my own question here, because I just figure out how to do it. Click Main Menu in top left corner, choose "Projects" > "Element Definitions" > "Quotes" > "Views" > Make sure "Internal ...

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• Peter Link
• May 31, 2024 17:52
• Edited
• 0 votes

1. Community
2. Reports
3. Downloading Embedded Reports to Mac

Every one of them download empty. I tried Invoice Look C, Terms and Conditions, Quote with Subtotals Look A. Nothing. 

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• Peter Link
• February 02, 2022 17:14
• 0 votes