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Overview
Reserve has the ability to request an e-signature for virtual contracts. This is done using the merge field ${ext.documentSignature} in the document(s) you need signatures on. Use Case(s) In the event your wish to send contracts to your members/clients virtually to obtain a signature. |
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Content
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Accessing the Tool
Within Banquets, click on Settings.
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Then, click Manage Document Templates.
Creating an E-Signature Document
Click on the name of the document template you wish to use. This will download the document.
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Note: We suggest naming the doc E-Signature ______. For example E-Signature BEO or E-Signature Contract.
Click Save.
Creating an E-Signature from an Event
Open the Event from Calendar.
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Select the e-signature document.
Send Email.
Downloadable Guide
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