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Esign - Digital Signature Setup: Step 1: Create Default "Digital Signature Request" Letter

 The Esign function is already enabled for each booking in MyPMS and is seamlessly integrated with BookingCenter Customized Letters.

The first step is to create or edit an existing Letter and insert one or both of the "Digital Signing" merge fields. Then, select this Letter under Default Letters, "Digital Signature Request".

When you email the secure Esign link ("Digital Signing Letter (URL)"  to the guest and the guest clicks on the Esign Link, the Letter you created and set as the "Digital Signature Request", will display with the required digital Signature boxes. 

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.

 

One Letter that you will need to create is the "Default Digital Signature Letter" that the Guest will digitally sign. The merge fields used for this Letter are "Signature" and "Initials" under "Digital Signing". This Letter must be selected under Default Letters, "Digital Signature Request".

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titleEsign - Digital Signing

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rootEsign-Digital Signing

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Step 1: Creating a Customized Letter with a Digital Signature Function Create Default "Digital Signature Request" Letter:

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.

  1. Signature: Requires a full signature from the Guest.
  2. 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

Click on BookingCenter icon 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

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