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What is Your Best Practices and Workflow for Docusign Transactions?

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Feb 03, 2017 Views

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I currently just switched to use DocuSign and it's slowly starting to grow on me. Wanted to see what your best practices are when creating an efficient work flow from zip forms to docusign.

Currently, I'd create transaction in zipform with my zipform templates and then go to docusign to link the transaction in zip form. Any input is greatly appreciated!

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