Initiate signature request in Docusign, and log activity in TrackVia
Initiate signature request in Docusign, and log activity in TrackVia
Initiate a signature request for policy documents when a new record is added or updated in TrackVia. Log the activity for tracking purposes, ensuring faster processing and improved compliance with Docusign.
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Overview
Initiate a signature request for policy documents when a new record is added or updated in TrackVia. Log the activity for tracking purposes, ensuring faster processing and improved compliance with Docusign.