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Electronic document

Hi Thwack Community,

Would anyone know if WHD has the capability to create and manage electronic documents like the DocuSign product? I would like my end-users to sign an eDoc and have it automatically upload to WHD client and asset fields. Thanks

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matt8

I can't think of an out of the box way to accomplish this. You can upload documents to assets and to clients or import details into either from a CSV, but nothing with Docusign.

ldeancy

Thanks, matt8. Would you know if their way to combine all the import templates into one CSV (i.e clients, location, and inventory? Thanks