Kaitlyn Batliner
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Recent activity by Kaitlyn Batliner-
DocuSign Configuration
Electronic signatures can be managed through the Momentus Enterprise and DocuSign integration. This requires the purchase of the Electronic Signature Integration license. You will also need to crea...
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Configure Enterprise for Electronic Signatures
You can manage electronic document signatures using Momentus and DocuSign. This requires the purchase of the DocuSign Integration from Momentus. Envelopes must be purchased from DocuSign. To config...
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Show Address as Address Lines
By default, address information on the Add/Edit Account and Add/Edit Contact screens displays as an address block. You can change the display to use address lines instead of an address block. If yo...
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Copy an Account
To copy an existing account to create a new account: Click the Accounts link from the Main Menu. The Accounts screen opens. Select the account to copy. Right-click and select Tools -> Copy Accoun...
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Import Accounts and Contacts
New accounts and contacts can be imported into Momentus Enterprise using a CSV, XLSX or XML file. You can also use the same method to update accounts and contacts. When you import accounts/contact...
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DocuSign FAQ's
Below are some of the more frequently asked questions about Momentus Enterprise's integration with DocuSign. How do I get access to DocuSign in Enterprise? Can I use it with contracts created usin...
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Send Documents for Electronic Signature
This article includes functionality released in the 2024.3 update. Momentus Enterprise has an integration with DocuSign allowing users to send documents from Enterprise to be electronically si...
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Availability Report
You can use the Availability Report to share space availability with your customers in a calendar view for a month range. The report shows the booking status and event type (optional) for bookings ...
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Save Outlook Meetings to Ungerboeck (Appointments)
You can push Outlook Meetings to Ungerboeck using the Outlook Add-In. Outlook Meetings pushed into Ungerboeck are called Appointments. You can also create Appointments directly in Ungerboeck from ...
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Restrict Number of Windows Open
System Parameter AA 928 (Restrict Number of Windows Open) allows an administrator to control, from a system level, the maximum number of windows that remain open within the taskbar at any given tim...