Once you've created your DocuSign Workflow, how can you be sure it works? Firstly, you can click Test at the bottom of the Workflow. This will launch the Workflow, allowing you to see what the person using it will see. You can then fill it out as they would and follow as directed.
From here, it will generate the document, for example, an MSA. You can double click to see if the information has generated and edit if some data has changed. From here, you will create an Envelope. If you send an Envelope, you will be charged, per your agreement with Virtus Flow and DocuSign. You may, however, send a DEMO of the Documents to sign, assuring you that all is correct without paying for an Envelope.
| NOTE: To DEMO signing these documents, you must first create a Developer Account with DocuSign. This is no extra charge and can be done using the same email address you already use with DocuSign. Creating that account will allow you to DEMO using the RED button shown below. Using the RED DEMO button allows you to ensure all is correct without paying for an Envelope. |
Once all has been tested to your liking, you may send the documents using the BLUE button.
| NOTE: Each time you send documents using DocuSign, Demo or not, they will require you to sign in using your DocuSign Account credentials. |
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