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eSign Letter Setup - Default Digital SignatureLettersLetter Start by creating two letters with the "Digital Signing" merge fields.
Send an eSign Request Digital Signature LetterNote: The setup steps must be completed before you implement the Digital Signing process.
Digital Signature Storage:Once the letter is signed it is saved as a PDF and attached to the booking. A log entry is added to the booking alerting you to the signed letter. The letter is date time and IP address stamped, so you have a record of when and where the letter was signed. See Digital Signature Letter Storage |
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