e=
Sign Letter Setup - Default Digital Signature Letter
Start by creating two letters with the "Digital Signing" merge fields.
- Letter 1: Create Default "eSign Letter"=
: The first step to the Digital Signing Process is to c=
reate the Default "eSign Letter" that the Guest will digitally sign and sub=
mit. The merge fields that can be used for this Letter are "Signature" and "Initials" under "Digital Signing". A=
fter this letter is created, it must be selected under Default=
Letters, "=
span>eSign Letter" =
See Default Letters
-
-
<=
strong>Select Default Letter: After you have created or edited an exis=
ting letter and inserted the merge fields you need, then go to SETU=
P | PARAMETERS | LETTERS and the Default Letter area to select thi=
s Letter as the Default under "eSign Letter". This Letter will displa=
y to the Guest when the eSign -Digital Sigature link sent to the guest is c=
licked.
- Letter 2: Create eSign- "Signature Request Letter": Once you have created the Default Signature Letter, then you need to cr=
eate a "Signature Request Letter" that will be emailed to the Guest wi=
th the secure link to access the Default Signa=
ture Letter. See Send eSign Request Letter=
span>
=
=
Send an eSign Request Digital Signature Letter
=
span>
Note: The setup steps must be co=
mpleted before you implement the Digital Signing process.
- Email the "Signature Request Letter" to Guest=
. <=
span style=3D"color: rgb(51,51,51);">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 s=
cheduled time before check-in. See Send eSign Request Letter
- Guest clicks on secure link in the email.=
<=
span style=3D"color: rgb(51,51,51);">=
This secure link is automat=
ically generated using the merge field. It is unique to each booking and ge=
nerated for when the email is sent, <=
span style=3D"color: rgb(51,51,51);">=
See Send eSign Request Letter
- Default "Default Signature Letter" opens for guest to re=
ad and digitally sign. This letter is created in Letters and set a=
s the Default Signature Letter. See Create Default Signature Letter =
span>=
- Guest signs and submits the digitally signed Letter.
- Signed Digital Le=
tter stored: The signed Letter is stored with the booking at a sec=
ure URL for future reference by the hotel or guest.See=
Digital Signature Letter Storage
=
Digital Signature Storage:
Once the letter is signed it is saved as a PDF and attached to the booki=
ng. 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 whe=
n and where the letter was signed.<=
span style=3D"color: rgb(51,51,51);">=
See&nb=
sp;Digital Signature Letter Storage =