With esign you only need to add the new merge(s) field to an existing letter if you want your guests to sign prior to arrival. The way it works is via the existing BookingCenter letters. We added new merge fields under the "digital signing " section in the merge drop down. Creating the default esign Letter: When creating the new letter or editing an existing letter place one of either, signature or initials, merge fields into the letter where you want them. 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.
Creating the linked letter: 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.
Signed Letter 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. |