General

In the dashboard of JenesisNow, in the blue ribbon menu, you may find integration with Formstack or DocuSign.

In this video, we will show how to set up an integration between RingCentral in the browser version of the phone for RingCentral.

Before you can integrate DocuSign with JenesisNow, ensure you have signed up with DocuSign.

This video will show you how to send a one-time mass message like a notification of policy change, if your offices will be closed, or anything you would like all your clients to know in a single message.

Notice the blue and white boxes that make up your dashboard page. There is a large empty box at the bottom of the screen (you may have to scroll down), containing a large plus sign.

Once a Formstack account is established, from the JenesisNow dashboard, select Agency and All Locations. Select the location with which you want to use Formstack.

When you have the RingCentral windows phone installed on your computer, you can efficiently receive and make calls from your computer.

You can start by clicking on the 3 lines on the top left. Select Companies and then select + New Company and a company profile will show.

First, on the left sidebar, hover over Users and select New User. Adding a new user will prompt a window to input all the information.