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How to Manage E-Signature Settings

Updated

Overview

Merchant Central makes it easy to send agreements to leads and merchants for electronic signature (E-Signature). By configuring your E-Signature settings, you can streamline the signing process, automate notifications, keep lead information up to date, and provide a consistent, professional experience for your merchants.

The Manage E-Signature page in Merchant Central provides a central location to customize and control the E-Signature process in your CRM. From this page, you can:

  • Configure E-Signature settings and notifications.
  • Manage how information from signed forms is synced to leads.
  • Create and customize confirmation pages.
  • Display help banners during the signing process.
  • Create and share public documents, such as Terms & Conditions.
  1. In the navigation sidebar, go to Manage → E-Signature → Manage E-Signature Settings.
  2. The Manage eSignature page opens, where you can configure settings, manage confirmation pages and help banners, and upload public documents.
    Manage eSignature settings page

How do E-Signature Settings work?

Merchant Central's E-Signature settings control different parts of the electronic signing experience for your team and your merchants.

When an agreement is sent for electronic signature:

  1. A lead or merchant receives the agreement and opens it for signing.
  2. Merchant Central can notify the sender when the document is opened.
  3. The recipient reviews the agreement, enters any required information, and signs electronically.
  4. Depending on your configuration, information entered during signing can be synced back to the lead record.
  5. After signing, the recipient is redirected to a confirmation page.

You can also display help banners to guide recipients through the signing process and provide access to public documents, including Terms & Conditions.

How to configure E-Signature Settings

The Configuration tab contains the core settings for managing E-Signature behavior, notifications, and lead data synchronization.

OAuth Token Settings

OAuth Token Settings are reserved for use by the Merchant Central support team.

These settings should only be managed by Merchant Central support.

Add an E-Signature Audit Trail to signed forms

The Add eSignature Audit Trail to all digitally signed forms setting allows an audit trail to be automatically attached to the end of electronically signed documents.

To manage this setting:

  1. Open the Configuration tab.
  2. Locate Add eSignature Audit Trail to all digitally signed forms.
  3. Configure the setting according to your requirements.

Changes to this setting only affect forms generated going forward. Previously signed documents are not affected.

Sync lead information from signed forms

The Sync the Lead with new information from signed forms setting controls whether information entered by a signer is imported back into the lead record.

This can help keep lead information accurate and up to date. However, information entered during signing may differ from information already stored on the lead.

For example, if a lead's address was entered incorrectly before an E-Signature document was generated, the signer may enter the correct address during signing. This creates a data conflict because the original and updated addresses do not match.

Merchant Central provides two ways to handle these conflicts:

  1. Automatically import new information: Import the information entered during signing and overwrite the corresponding information previously saved on the lead.
  2. Manually review changes: Disable automatic importing and review conflicting information before deciding which values to keep.

To configure lead synchronization:

  1. Open the Configuration tab.
  2. Locate Sync the Lead with new information from signed forms.
  3. Select the appropriate option for handling data conflicts.
    Lead synchronization and data conflict settings

For more information about reviewing and importing information manually, see Understanding E-Signature Data Syncing and Conflict Notifications.

Configure Sender Name and Sender Email

The Sender Name and Sender Email settings determine the sender information displayed in automated system emails.

These details are used for emails sent to the user who generated the E-Signature form, including Open and Conflict notifications.

To configure sender information:

  1. Open the Configuration tab.
  2. Locate the Sender Name field and enter the sender name.
  3. Locate the Sender Email field and enter the sender email address.

Configure E-Signature email notifications

Merchant Central supports email notifications that help your team track agreement activity and identify information that requires attention.

The following notifications are available:

  • Open Notification: Notifies the sender when a recipient opens an agreement for electronic signature. This notification is limited to one email per form per day.
  • Conflict Notification: Notifies the sender when conflicting information is identified while syncing data from a signed form to a lead. The sender can then review the differences and decide which information to retain.

For example, if a signer updates their mailing address, a Conflict Notification can alert the sender to review the change and decide whether to keep the original address or use the updated address.

To customize the email templates:

  1. Open the Configuration tab.
  2. Locate the Open Notification or Conflict Notification dropdown.
  3. Click the edit icon next to the corresponding dropdown.
  4. The selected template opens in edit mode on the Email Templates Customization page.
  5. Make the required changes to the email template.
    Edit eSignature notification email templates

How to manage E-Signature Confirmation Pages

After signing an E-Signature document, the recipient is automatically redirected to a confirmation page.

You can customize these pages to provide a consistent experience, display relevant information, and guide recipients through any next steps.

Confirmation pages are managed from the Confirmation Pages tab.

eSignature Confirmation Pages tab

How to create a confirmation page

  1. Navigate to Manage → E-Signature → Manage E-Signature Settings.
  2. Open the Confirmation Pages tab.
  3. Click New Page.
  4. Enter a name for the new confirmation page in the pop-up.
  5. Save your changes.
  6. The new page appears in the Choose Page dropdown, where you can select it for editing.
    Choose an existing eSignature confirmation page

How to edit a confirmation page

Confirmation pages can be customized using HTML.

  1. Open the Confirmation Pages tab.
  2. Select the confirmation page you want to edit from the Choose Page dropdown.
  3. Modify the HTML in the provided editor to update the page's content and appearance.
  4. Click Preview to review your changes.
  5. Click Save Changes when you are satisfied with the result.
    Edit the HTML of an eSignature confirmation page

How to add placeholders to a confirmation page

Placeholders allow you to insert dynamic information into your confirmation page.

For example, you can add a placeholder for the Sales Representative's email address.

  1. Open the confirmation page you want to edit.
  2. Click the location in the HTML editor where you want the information to appear.
  3. Open the Placeholder dropdown.
  4. Select the appropriate placeholder, such as Email Address.
  5. The selected placeholder is inserted at the chosen location in the HTML.
  6. Preview the page and click Save Changes.
    Insert a dynamic placeholder into a confirmation page

How to add images to a confirmation page

You can include images on your confirmation pages using Static Assets.

Supported image formats include .jpeg, .png, and .gif.

To add an image:

  1. Open the confirmation page you want to edit.
  2. Click Static Assets next to the HTML editor.
    Static Assets for eSignature confirmation pages
  3. Upload the image you want to use.
  4. Place your cursor in the HTML editor where the image should appear.
  5. Click the appropriate image in the Static Assets box.
  6. An image placeholder is automatically inserted into the selected location.
  7. Click Preview to review the page, then click Save Changes.

How to delete a confirmation page

If you no longer need a confirmation page, you can delete it.

  1. Open the Confirmation Pages tab.
  2. Select the page from the Choose Page dropdown.
  3. Click Delete.
    Delete an eSignature confirmation page

How to manage E-Signature Help Banners

Help banners allow you to display additional guidance while a lead or merchant reviews an E-Signature document.

These banners can help recipients understand the signing process and provide useful information directly on the E-Signature page.

The following image shows an example of a help banner displayed during the signing process:

Example of a help banner displayed on an eSignature page

How to create or edit a help banner

Help banners can be created and edited in the same way as confirmation pages.

  1. Navigate to Manage → E-Signature → Manage E-Signature Settings.
  2. Open the Help Banners tab.
  3. Create a new banner or select an existing banner to edit.
  4. Customize the banner's content using the available editor.
  5. Save your changes when you have finished editing.
    Manage and edit eSignature Help Banners

How to manage E-Signature Public Documents

The Public Documents tab allows you to create public HTML pages or upload files that your clients can access or download.

This feature is commonly used to share Terms & Conditions and similar documents.

Once you save a public page or file, Merchant Central automatically generates a URL. You can include this URL in your PDF agreements so recipients can access the document during the signing process.

How to create a public HTML page

  1. Navigate to Manage → E-Signature → Manage E-Signature Settings.
  2. Open the Public Documents tab.
  3. Click New Public Page.
  4. Enter a name for the page.
  5. Save your changes.
    Create a new public HTML page

The new page appears in the Choose Public Page dropdown.

To finish setting up the public page:

  1. Select the page from the Choose Public Page dropdown.
  2. Enter the public page name in the appropriate field.
  3. Merchant Central automatically generates a URL for the public page.
  4. Customize the page's HTML content using the editor, following the same process as editing a confirmation page.
    Public page name and automatically generated URL

How to upload a public document

If you prefer to share a downloadable file rather than an HTML page, you can upload a document.

  1. Open the Public Documents tab.
  2. Select the public document you want to configure.
  3. Change the Document Type to File.
  4. Upload the file you want to share.
  5. Save your changes.
    Upload a public file and access its download URL

Once the file is saved, it becomes available for download using the provided URL.

How to share public documents

After creating a public HTML page or uploading a document, you can share it with recipients using its generated URL.

  1. Open the Public Documents tab.
  2. Select the public page or uploaded file.
  3. Copy the automatically generated URL.
  4. Paste the URL into your PDF agreement or another appropriate location where recipients can access it.

This is particularly useful for sharing Terms & Conditions alongside your E-Signature agreements.