Using Docusign to troubleshoot or resend contracts

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. Docusign

Step 2: Click “Manage” from the top banner

Open

Step 3: Click “Shared Envelopes” from the menu on the left hand side. Then click “Select User”.

Open

Step 4: Click the “EverBright Financing” Option. Then click the “Select” button. (If you do not have access to “EverBright Financing” reach out to your Admin/Supervisor.

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.