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Your step-by-step guide — add esigning investment plan
Using airSlate SignNow’s eSignature any business can speed up signature workflows and eSign in real-time, delivering a better experience to customers and employees. add esigning Investment Plan in a few simple steps. Our mobile-first apps make working on the go possible, even while offline! Sign documents from anywhere in the world and close deals faster.
Follow the step-by-step guide to add esigning Investment Plan:
- Log in to your airSlate SignNow account.
- Locate your document in your folders or upload a new one.
- Open the document and make edits using the Tools menu.
- Drag & drop fillable fields, add text and sign it.
- Add multiple signers using their emails and set the signing order.
- Specify which recipients will get an executed copy.
- Use Advanced Options to limit access to the record and set an expiration date.
- Click Save and Close when completed.
In addition, there are more advanced features available to add esigning Investment Plan. Add users to your shared workspace, view teams, and track collaboration. Millions of users across the US and Europe agree that a system that brings everything together in one holistic workspace, is exactly what companies need to keep workflows functioning efficiently. The airSlate SignNow REST API enables you to integrate eSignatures into your app, internet site, CRM or cloud. Check out airSlate SignNow and enjoy quicker, smoother and overall more efficient eSignature workflows!
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Add esigning Investment Plan
so this is a very brief video on IBP basics specifically the Excel add-in this is where you'll be probably interacting with IBP 80% of the time if not more as you can see I'm in Excel right now and there's this additional tab that's been installed add-in that's been installed called IVP first I'm gonna log on to the system and I need to select a planning area this is perhaps why it's best practice to try to get your planning areas as consolidated as possible you don't want to have 50 of these things so people have to constantly log on and log off from there once logged on you're going to see a lot of additional icons being activated and I'll just go through them quickly new view is to make a new query you can make that from a template or just just as just a dump some data in an Excel spreadsheet you can pull up a favorite so this would have been something that was saved or someone shared with you you can also just have if you have a an Excel spreadsheet or an IVP query that you like you can actually just email as if a spreadsheet to someone and then they could load it and keep it as their favorite you can also edit this view so if I want to change the time profile maybe add in a different attribute change a key figure maybe switch around the layout or a filter I can also add alerts as well this is where I would do all of that I can also select up here different scenarios so that's pretty basic the other option is to actually save the data so for example here if I was playing around with this number and I wanted to change the sales manager forecast it highlights it in blue because this is denoting that it hasn't been saved yet and I can just hit save and it's gonna send those changes up to the database for everyone else to pick up if for example I have another friend of another colleague working next to me that just made some changes and he wanted to refresh the values to get the latest and greatest values then you would do that by refreshing it here some other quick things on this excel ad and if I wanted to change the master data on something so maybe the location source master data needs to be changed I would just pull up and it would bring me up at different queries so for example I could change the local transportation ratio or the lead time so that's pretty simple I could also create and manage scenarios so if I have an upside downside scenario if I want to create a new scenario this is where I would do that if I wanted to run the snop calculation so someone changed the consensus demand and now you want to...
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