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Step 1: Create Default "Digital Signature Request" Letter: Go to SETUP | PARAMETERS | LETTERS. Then either create a new Letter or edit and existing Letter by clicking on the Letter ID. 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.
To insert either or both of these merge fields into your Letter:
Step 2 Select Default Letter: "Digital Signature Request" 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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