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Step 1: To Create Default "Digital Signature Request" Letter: eSign Letter" follow these steps Go to SETUP | PARAMETERS | LETTERS and either create a new Letter or edit an existing Letter by clicking on the Letter ID. This letter will become your default eSign Letter. There are two digital signing Digital Signing merge fields, "Signature" and "Initials", that you can insert into your Letters depending on your needs. Both will display a digital signature box which must be signed before the Guest can submit the Letter. This letter will become your default 'Digital Signature Request" letter. Once done set it as the default. Next, create a letter that you can send to the guest to link them to this default letter. NOTE: These fields will not work when inserted into an HTML table in the Letter. Please insert the fields at the end and outside of all tables
To insert either or both of these merge fields into your Letter:
Step 2 Select Default Letter: eSign Letter After you have created or edited an existing letter and inserted the merge fields you need, then go to SETUP | PARAMETERS | LETTERS and the Default Letter area to select the Letter as the Default under "Digital Signature Request". This Letter will display to the Guest when the Esign -Digital Signature link sent to the guest is clicked. |
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Examples
Step 2 Select Default Letter: "Digital Signature RequesteSign Letter" After you have created or edited an existing letter and inserted the merge fields you need, then go to the Default Letter area and select this Letter as the default under "Digital Signature Request". This Letter will display to the Guest when the Esgin -Digital Sigature link sent to the guest is clicked. |
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