Send certificate application for signature via Docusign after new Tally submission
Send certificate application for signature via Docusign after new Tally submission
Send certificate application forms for signature to multiple property owners after a new submission in Tally. Filter submissions for accuracy, format dates, and use DocuSign to ensure all details are included, speeding up the approval process.
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Overview
Send certificate application forms for signature to multiple property owners after a new submission in Tally. Filter submissions for accuracy, format dates, and use DocuSign to ensure all details are included, speeding up the approval process.