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Section

 Esign - Digital Signature Setup

Start by creating two letters and inserting the "Digital Signing" merge fields.

  • Step 1: Create Default "Digital Signature Request" Letter: One Letter will be 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 setup 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.

  • Step 3: Create Esign- "Digital Signature Letter (URL)": The second Letter is the Letter that is sent to the Guest with the Esign Digital Link. When the guest clicks on the Esign Link, the Letter you created and set as the Default "Digital Signature Request"  will display with the required digital Signature boxes.

Esign - Digital Signature Process

  1. Email the "Digital Signature Letter (URL)" Letter to Guest. 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.
  2. Guest clicks on Esign Digital Signature link
  3. Default "Digital Signature Request" Letter displays and requires guest signature.
  4. Guest signs and submits the digitally signed Letter
  5. The signed Letter is stored with the booking at a secure URL for future reference by the hotel or guest.

Signed Esign - Digital Signature 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.

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