Here’s how you can log in to docusign. From here, you can often trouble shoot issues related to installers and homeowners with issues receiving contracts.
You can also use Docusign as a secure way of resending a homeowner their contract, rather than attaching the contract directly to an email or ticket, which is against policy. That’s because email is a vulnerable way to send confidential information. However, resending a docusign email is a better approach due to Docusign’s security protocols for attachments.
To Re-Send a SIGNED Document to a Homeowner for a welcome call
Step 1: Log in to your DocuSign using your personal log in. https://account.docusign.com/
Step 2: Click “Manage” from the top banner
Step 3: Click “Shared Envelopes” from the menu on the left hand side.
Step 4: Click the “EverBright Financing” Option. Then click the “Select” button.
Step 5: You are now in the EverBright Financing envelope. This is where the documents from the platform are sent from. Click “Sent” from the menu on the left hand side.
Step 6: Search in the search bar for the homeowner’s name. Then, select the carrot menu to the right of the command. Click “Forward”.
Step 7: Enter in the homeowner’s name and email (this can be found in the Contact phase of the project if needed). Click “Send” in the bottom right corner.