Thomas Hardy
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Activity overview
Latest activity by Thomas Hardy-
Thomas Hardy created an article,
Zengine Release & Bug Fixes: Q3 (July-Sept), 2024
This page will be updated as new Zengine updates and bug fixes in this time window are released. Product Improvements This section summarizes new improvements or minor functionality changes to exi...
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Thomas Hardy created an article,
Zengine Release & Bug Fixes: Q2 (Apr-June), 2024
This page will be updated as new Zengine updates and bug fixes in this time window are released. Product Improvements This section summarizes new improvements or minor functionality changes to exi...
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Thomas Hardy created an article,
Zengine Release & Bug Fixes: Q1 (Jan-Mar), 2024
Product Improvements This section summarizes new improvements or minor functionality changes to existing Zengine features and plugins that have been released in Q1 of 2024. Bulk Actions Plugin Bu...
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Thomas Hardy created an article,
Auto Email Due Date Feature
This article discusses an advanced feature of Zengine that is appropriate for administrative users with a previous understanding of configuring and using the Auto Email plugin. If you are not yet c...
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Thomas Hardy created an article,
The Review Portal Experience
Contents Overview Video Demonstration of the Review Portal The Review Portal Login Page Logging Into a Review Portal Creating a Review Portal Account Viewing Review Assignments Reviewing Submis...
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Thomas Hardy created an article,
Generating HMAC Keys for DocuSign Integration with Zengine
This article is meant to be used with the article Setting Up the DocuSign E-Signatures Plugin. Note that this article describes a process and uses images from DocuSign that are accurate at the ti...
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Thomas Hardy created an article,
Using DocuSign Tags in a Document Template
This article is meant to be used with the Setting Up the DocuSign E-Signatures Plugin, Using the DocuSign E-Signatures Plugin, and Document Templates Plugin articles. If you are unfamiliar with the...
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Thomas Hardy created an article,
Using the DocuSign E-signatures Plugin
This article assumes that a DocuSign E-signatures Plugin configuration has been already set up in your workspace. If this is not the case, please reference the article Setting Up the DocuSign E-sig...
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Thomas Hardy created an article,
Setting Up the DocuSign E-signatures Plugin
Setting up the DocuSign E-signatures Plugin for use in your Zengine workspace is an advanced process. Before continuing, you should understand the basics of linking forms, how to edit forms and add...
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Thomas Hardy created an article,
Cross Workspace Reporting Plugin
Contents Overview Using the Cross Workspace Reporting Plugin Prerequisites Limitations & Considerations Setting up a Configuration Generating a Cross Workspace Report Troubleshooting/Incorrect...