Osprey Academy - Customer Support & Training

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DocuSign Integration

Recommended for Case Workers and Web Portal Users

Delivered online via video conference

Duration is 1 hour

About this course
  • Using DocuSign Integration
    • Sending Documents to be Signed
    • DocuSign Access Token
    • Additional Signers
    • Witnesses to the Signature
    • Pending Signatures in the Portal
    • Signing a Document
  • DocuSign Integration Setup
    • Where to Amend Signer Details
    • Amending the details