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DMS Usage

Articles in this section are for general users of the DMS system.

DMS Administration
Articles in this section may be useful to technical staff maintaining the infrastructure of the DMS.

DMS FAQ
Articles in this section provide answers to frequently asked questions on the DMS appliance.

DMS Release Information
Articles in this section give release notes and links to see the product roadmap.

DMS Resource Centre

DMS Ideas Portal

Perspective Platform Resource Centre

Article Index

Get Licensee Email to link to HelloSign

The licensee will need to supply an email address that they want the eSign emails to appear to have come from e.g. esign@habermas.com.

Adding Integration Instance and Integration Datasource


Log into Platform as Platform - System Administrator.

In Contacts find the licensee.

Add an Integration Instance;

and an Integration Datasource.

The Datasource Instance ID will auto-populate


The EROS team will then have to do some backend setup to link the licensee to the Hellosign service account, enable eSign for the licensee and also set licensees eSign requestor email id.

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