DocuSign is a digital platform that enables individuals and businesses to electronically sign, send, and manage documents securely. It replaces the traditional need for physical signatures, making it easier to complete contracts, agreements, and other official documents online from any device.

Using DocuSign to send stallion booking contracts is an optional feature in Premier Desktop, which can be enabled by contacting Ardex Technology.

DocuSign requires an email address for the person being sent the contract. Consequently, Premier Desktop can only send contracts to owners of stallion bookings who have an email address specified on their Person record in Premier Desktop.

For owners where the Email field contains multiple email addresses separated by semicolons, DocuSign will only send the contract to the first email address in the list.

1. Select Main -> Bookings on the main Premier Desktop window to view the Stallion Bookings window.

2. Click the Merge Contracts button at the bottom of the Stallion Bookings window to display the Bulk Merge Contracts window.

3. Click the Find button in the Template selection area of the Bulk Merge Contracts window.
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4. Select the PDF file to use as the contract template.

5. Set the Update bookings sent date option to have Premier Desktop automatically populate the Sent Date field for stallion bookings when sending contracts via DocuSign.

6. Ignore the Update booking printed date option because this only applies when printing contracts.

7. Use the Skip option to skip sending contracts for specific stallion bookings.

8. Click the Send via DocuSign button to send contracts for all selected stallion bookings.

Premier Desktop opens the DocuSign Login page in your internet browser.

9. Login to your DocuSign account.

10. After you have logged into DocuSign you will be redirected to a web page showing an authentication code. Click on the button to the right of the code to copy the code.

11. Paste the code into Premier Desktop and click the OK button.

12. Premier Desktop will now send contracts for the selected stallion bookings. This can take several minutes depending on the number of contracts needing to be sent. Premier Desktop will display an informational message once it has sent all the contracts.