Link DocuSign to zipForm
Follow these steps to integrate your DocuSign account with zipForm, allowing you to send documents for signature directly from your transactions. Prerequisites * Active zipForm account credentials. * Active DocuSign account credentials. Instructions * Go to zipformplus.com in your web browser. * Log in using…
ActivePipe: Editing Your Profile
To manually manage your ActivePipe profile, follow these steps: * Log in to ActivePipe. * In the left navigation menu, click the gear icon to access Settings . * On the Settings page, toggle off the Your Profile is Synced slider. Leave it off to prevent your data from being overwritten. * With profile syn…
