Esign Notification Setup
Notification Setup
You can now be notified when an eSign document is sent to the customer and when the document has been signed. To set this up through Configurations> Reports and Notifications> System Email Setup> Select eSign Setup:
eSign User Name: This is user name assigned during the account set up process.
eSign API Key: The key is assigned to the customer during the account set up process. IF THIS KEY IS ALTERED, YOUR ESIGN WILL NOT FUNCTION PROPERLY.
eSign Server: Only use this if you have a specific stand-alone server for your email hosting.
Notification Email: The email address(es) listed here will receive a notification when the eSign document is sent to the customer for signature, and when the eSign document is signed by the customer.
Notifications: Below are the options for whom receives the notifications.
* Note: (a)The ‘Store’ is considered the Global Email address. (b)The Employee will need to have their email address filled out in the Contact information within the employee record.
The follow will send Notification through Server
Send Notification to Store via local server
Send Notification to Employee who requested via local server
Sent to Store and Employee via local server
The following will send Notification through Esign
Sent Notification to Store via Esign
Send to Employee who requested via esign
Send to Store and Employee via Esign
Use High Security: This will require the receiver to confirm the sender’s email address before reviewing the attachment. After the receiver signs the document, he/she must type in the name that is below the signature line on the contract and select the Agree box.
Notification View
* Make sure under your Security>Employee ID, you have a notification selected.
Default Method set to Email
This method will allow you to open a copy of the esign document as a PDF file by clicking the link at the bottom.
From: Point-of-Rental Systems - [mailto:[email protected]]
Sent: Tuesday, July 17, 2018 8:44 AM
Subject: Signature received for Contract: 759783
Signature received for Contract: 759783
https://e-sign-pdfs.point-of-rental.com/23/qad5lLtdkq02MVLs32sd0XtzcwEIr_sZpPBdPbWdIqwTuBRBfQT2dil8LmQ8VCUzIYAtSy7cMplploiybQp9cA%3D%3D.pdf
Default Method set to Interoffice Notification
This method is for information purposes only. You will not be able to open any links.
