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Banquets - E-Signatures

Banquets - E-Signatures

Table of Contents

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

  1. Within Banquets, click on Settings.

Settings (1)-20250826-203942.png

 

  1. Click on Correspondence.

Correspondence-20250826-204035.png

 

  1. Then, click Manage Document Templates.

Manage Document Templates-20250826-204105.png

 

Creating an E-Signature Document

  1. Click on the name of the document template you wish to use. This will download the document.

Contract-20250826-204151.png

 

  1. Copy and paste the merge field to the document on the signature line or at the bottom.

  2. Save the document on your computer.

  3. Click New.

New-20250826-204248.png

 

  1. 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.

Following Information-20250826-204344.png

 

  1. Click Save.

Creating an E-Signature from an Event

  1. Open the Event from Calendar.

  2. Click Send Event Email.

Send Event Email-20250826-204444.png

 

  1. Click Choose Email Template and choose the template you created.

Choose Email Template-20250826-204611.png

 

  1. Click Generate Documents.

Generate document (1)-20250826-204641.png

 

  1. Click, Generate Documents.

Generate Document 2-20250826-204716.png

 

  1. Check the box Request eSignature.

Request eSignature-20250826-204758.png

 

  1. Enter your name in the eSignature Requester box. 

  2. Compose eSignature Request.

  3. Generate eSignature Documents.

Generate eSignature-20250826-204850.png

 

  1. Select the e-signature document.

esignature document-20250826-204920.png

 

  1. Send Email.

Best Practices

FAQs