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How to use custom eSign email templates
Within Admin Centre > Applications > eSign Centre select Email Templates from the left-hand menu. Click Add New Template to open the Email Templates dialog. Enter a Template Name. Then within the Template Body, enter the text you would like to use as your email template. Click Save...
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21 May, 2024
Views: 101
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How to Add a Ceased Relationship as an Envelope Recipient
Within the Recipients screen, select Add/Manage Relationships to display the Relationship Manager dialog. Click the option Include ceased relationships which will then show you any ceased relationships for the client in the Relationship list. Select the ceased relationship recipient and click...
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07 Dec, 2023
Views: 98
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Adding Any Relationship to an Envelope within eSign Centre
Within eSign Centre you can add any relationship to an envelope for document signing. From the Recipients screen, select Add/Manage Relationships. The Relationship Manager dialog is displayed. Here you can see all the relationships for the selected client, all of which can be added to an...
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04 Jul, 2023
Views: 89
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Setting Automatic Envelope Reminders
You can set an automatic reminder to be sent to any signing party for eSign envelopes. An ad hoc setting is available from within your envelope on the Recipients screen. The default setting can be customised in Admin Centre and be prepopulated for all envelopes. Go to Admin Centre >...
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04 Jul, 2023
Views: 88
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Changing the Document Order in an Envelope
Once you've added all your documents to your eSign envelope, you can easily move the order if you so wish. Within the Manage Documents screen, simply drag and drop the documents moving them up or down depending on your order preference.
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04 Jul, 2023
Views: 65
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