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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.
Required Permissions
Admin Access
Level 1
Level 2
Level 3
Accessing the Tool
Click on Correspondence.
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.
Copy and paste the merge field to the document on the signature line or at the bottom.
Save the document on your computer.
Enter the following information:
Name
Description
Business Type (Event)
Document Type, Select Folder (Event Document Templates)
Choose File (upload document). 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.
ClickSend Event Email.
Click Choose Email Template. Then, click and choose the template you created.
Click Generate Documents.
Check the box Request eSignature.
Enter your name in theeSignature Requester box.
Compose eSignature Request.
Generate eSignature Documents.
Select the e-signature document.
Send Email.
Best Practices
FAQs
