With DocuSign for Outlook, you can send and sign agreements from your Outlook inbox. Get things done faster by going fully digital. 9 options for the client`s company include: e A gr e e me n t U s e r G u i of 14 Client /Registered Affiliate /Registered Affiliate and all affiliated/Registered Affiliate clients and the following affiliates: If you select this, you will be asked to select each affiliate. Registered Client/Affiliate and all Affiliates, excluding the following Affiliates: If you select this option, you will be asked to select each affiliate to exclude. An affiliate is a company whose parent company owns more than 50% of the company. In the Manage Affiliates table, the first two options include or exclude affiliates based on their current and future status. The third option allows you to include the customer and only the affiliates you want to include in this agreement. NOTE: If your customer`s organization has acquired new partners since the beginning of their contract, you must determine if you want to include them. Select Contacts 1. To assign participant roles as agreement contacts, click the Select Contacts button. 2. A Dell representative will confirm your request.
Your contract application takes two to four weeks. The licensing process is described below for paid agreements and non-payment agreements. If you have any questions about the licensing process, please email email@example.com. Learn how DocuSign solutions for Microsoft can help your business increase efficiency and productivity. Click Submit to send the electronically signed form to Microsoft. Click OK to confirm the success message: 1. Send a message to SPLA_US@dell.com or SPLA_Canada@dell.com with the name of your partner organization, the identification number and physical location (city or state/province), and the name of the person authorized to sign the SPLA. Sign in with your Windows Live ID to open the Electronic Agreements Signup page: DocuSign for SharePoint enables organizations to legally and securely send, sign, and track important documents stored electronically in SharePoint. Easily access, manage, and control documents from a central location to increase productivity, accelerate transactions, manage compliance, and move your business forward. Send agreements and approvals for e-signature directly from DocuSign for Dynamics CRM 365. Improve your customer experience by automating end-to-end business processes and support your sales domain by simultaneously capturing Customer Data DocuSign for SharePoint Server allows users to easily sign or receive signatures of any document stored in a SharePoint document library, centrally manage documents, and collaborate more effectively with customers.
employees and partners. 8 Save draft At each step of creating a contract package, you can click the Save button in the upper-right corner of the menu bar to save your contract draft. Then you can come back to finish it later. Previous agreements The first step in creating a contract is to determine if that agreement is part of a Software Assurance renewal. 1. Select the Previous Agreements button. 2. Select Yes or No to confirm whether the new policy you are creating is part of a Software Assurance (SA) renewal.
e A gr e e me n t U s e r G u i of 12 Select organizations 1. Select the Select Organizations button. 2. Click Search/New to add details about the partner associated with this contract package. 3. Enter the name of the organization or the distributor`s public account number….