We held four DocuSign workshops this month where we shared some of the new back-office updates.
Click here to download the PDF on how to upload forms to DocuSign for signatures.
Past Workshops:
Watch the first workshop (held on Fri, 9/13) below to learn how you can cut your account paperwork turnaround time with DocuSign!
Watch the second workshop (held on Tue, 9/17) below to learn how you can use the Discovery Form questionnaire with DocuSign to improve account opening!
Watch the third workshop (held on Fri, 9/20) below to learn how you can integrate DocuSign with Quik! Forms!
Watch the fourth workshop (held on Tue, 9/24) below to learn how you can create DocuSign workflow to save you time and improve the account opening process to increase customer loyalty.