Getting Customer signatures with Covid-19
We use Quick Base to assign Field Techs to service customer equipment in southern California and the Techs get the customers signature on a Work Order form on a smart phone or tablet using Signatures...
Forum Discussion
To add onto Mark,
The Juiced Docusign Workflow seems to rely on an existing record being created, so in the flow for the form, you need to create a way to create a record, then trigger the Juiced Addon to generate the Docusign request.
It is really useful though.
------------------------------
GMacri
------------------------------
MarkShnier__You
Qrew Legend
Qrew LegendThe Docusign Trigger is not tied into to adding a Record. It can be triggered by anything you like.
------------------------------
Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
mark.shnier@gmail.com
------------------------------
Interesting, looking at the code, there are several references to a record ID. Is there a way to reference QB's internal RID prior to creating the record?
------------------------------
GMacri
------------------------------- MarkShnier__You
I was referring to the add in from Juiced, not the Pipelines Docusign if that is what you are referring to.
With the Juiced add on, typically the record will have been created and then at a later point in the workflow, Exact Plus Forms PDF document will be created. Then the user will trigger that say a Contract is ready for signature and that will stat the DocuSign process.
------------------------------
Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
mark.shnier@gmail.com
------------------------------Thank you for the quick responses. I didn't think about the Pipelines connection for DocuSign. I'll look into that option as well as add-on software.
------------------------------
Jim
------------------------------
