Getting Started
Go to Sales > Customer Click the icon to Add a New Customer Fill out all know fields (Fields with an (*) are required / At least one of...
Mon, 4 Jun, 2018 at 2:05 PM
From the New Customer screen click icon next to New Worksheet Click OK to any prompts Select a Community, Homesite, and Model Click on the Sele...
Wed, 13 Jun, 2018 at 11:43 AM
First make sure there is no change orders on the sales order. If there is a red one next to view worksheets that means there's an open change o...
Tue, 12 Jun, 2018 at 3:44 PM
After you've created a change order, if you click the contractual change order it'll bring you to this screen: Anything on the right can be...
Tue, 12 Jun, 2018 at 4:09 PM
When the sales manager logs into docusign, this is what they will see. Look for yellow boxes and buttons that say 'Review'. Some will requir...
Thu, 21 Jun, 2018 at 8:57 AM
Click 'continue' to go to document Look for yellow boxes for initials and signatures. The first box will bring up a window to custom...
Thu, 21 Jun, 2018 at 9:03 AM
This is the sapphire build click once handler: https://chrome.google.com/webstore/detail/mitek-sapphire-build-clic/lmcknneefbboddcmbaikdaljpkcnnoib ...
Mon, 6 Aug, 2018 at 2:23 PM