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Esign - Digital Signature Setup 

Step 1: Create Default "Digital Signature Request" Letter: 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".

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 clicked.

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titleEsign - Digital Signing

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rootEsign-Digital Signing

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

Go to SETUP | PARAMETERS | LETTERS. Then either create a new Letter or edit and existing editandexisting 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.

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

  2. Initials: Requires initals initials from Guest.

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

  • Place your cursor in inthe the the body of bodyof 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.

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