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Esign - Digital Signature Setup 

Step 1: Create Default "Digital Signature RequesteSign Letter" Letter:  

The first step to the Digital Signing Process is to create the Signature Letter : One Letter that you will need to create is the "Default Digital Signature Letter" that the Guest will digitally sign and submit. The merge fields to be used for this Letter are "Signature" and "Initials" under "Digital Signing". This Letter

After this letter is created, it must be selected under Default Letters, "eSign Letter" Digital Signature Request".Step 2 Select Default Letter:  "Digital Signature Request" 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 clickedfor the Signature Letter to open automatically for the Guest. You can create numerous Letters that contain "Signature" and "Initials" features to be sent manually.

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titleEsign - Digital Signing

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rootEsigneSign - Digital Document Signing

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Step 1: To Create Default "Digital Signature Request" Letter, eSign Letter" follow these steps 

Go to SETUP | PARAMETERS | LETTERS . Then and either create a new Letter or editandexisting edit an existing Letter by clicking on the Letter ID.   This letter will become your default eSign Letter.

There  There are two " 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

  1. Signature: Displays a larger field and requires Signature: Requires a full signature from the Guest.

  2. Initials: Requires Displays a smaller field and requires only initials from Guest.

To insert either or both of these merge fields into your Letter:

  • Place your cursor inthe in the the bodyof 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 where the cursor is. 

  • Click Update to save changes.

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

Insert Merge Fields

Click on BookingCenter icon BookingCentericon and select the merge field.

 

Merge Fields inserted in Letter

This is what the merge field will look like after they are inserted in the Letter

 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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