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This letter can be sent via email two ways: manually by using the "Letters" Tab in each booking or, automatically by using the "Auto Letter" function to send the letter to the guest at a scheduled time before check-in.
Self Check-in with Esign - Digital Signing
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Step 1: Creating a Customized Letter with a Digital Signature Function
There are two digital signing merge fields 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.
- Signature: Requires a full signature from the Guest.
- Initials: Requires initals from Guest.
To insert either or both of these merge fields into your Letter:
- Place your cursor in the the body of the Letter where you want the digital signature box to display.
- Go to the BookingCenter Globe Icon and the "Digital Signing" Section. Select the merge field and it will be inserted into your Letter.
- Click Update to save changes.
Insert Merge Fields
| Merge Fields inserted in Letter This is what the merge field will look like th |
Step 2: Setting the Default Letter - "Digital SignatureRequest"
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.
Step 3: Creating the Letter sent to Guest with Esign-Digital Signature link.
To create a Letter with The only key merge filed that must be in this letter is also under the "digital signing " section in the merge drop down. It is called "Digital Signature Letter (URL)". When the guest clicks on this link it will open the default Digital Signature letter you set and allow the guest to read and sign the letter. After the guest signs and submits the signed Letter, it is stored with the booking at a secure URL for future reference by the hotel or guest
To insert the "Digital Signature Letter (URL)" field into your Letter:
- Place your cursor in the body of the Letter where you want the digital signature box to display.
- Go to the BookingCenter Globe Icon and the "Digital Signing" Section. Select the merge field and it will be inserted into your Letter.
- Click Update to save changes.
Signed Letter Storage:
Please note that in order for Digital Signing to work with a Booking, it must have a unique link (RUID), which was added on August 7, 2018. Therefore, only Bookings created since August 7, 2018 have a RUID and are enabled for eSign. Bookings created prior to this date, DO NOT have an RUID and the Digital Signing function will not work. All new Bookings created will have the unique RUID and can use eSign - Digital Document Signing. Note that using EDIT on booking will not create a RUID. Learn more about Booking RUID |
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