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.
Esign - Digital Signing
The root page Esign-Digital Signing could not be found in space MyPMS Documentation.
Step 1: 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.
- Signature: Requires a full signature from the Guest.
- 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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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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