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INSZoom - Contract Management

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Contract Management

Upload contracts and send for signature with DocuSign!

At Prospect, Corporation, Client and Case levels, users may use the Contract link to send contracts securely through DocuSign.

  1. Under Document Assembly, select Contracts.

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  1. If you have a DocuSign account, select Enable then proceed to authenticate your account.

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  1. Article type
    How-to
  2. Tags
    1. Contract
    2. Docusign
    3. Management