When you send an eSignature application to a lead, an email containing a link to the eSignature page will be automatically sent to the lead from the CRM system. By using the Lead Applications Add-ons feature you can also configure the notification email to include additional document attachments.
The Lead Applications Add-ons feature is typically used in order to attach a copy of the PDF application in the email which is sent to the lead. The lead can then open the application either by using the link provided in the email or by downloading the PDF file attached to the email.
The application add-ons need to be configured for each user separately. To configure the lead application add-ons for a user, go to Manage > Administration > E-Signature > Supplemental PDFs, and click on the Add-on(s) for new user button:
Using the pop-up which appears find and select the user you're configuring the the add-ons for:
The user will now be added to the list of users who have had add-ons enabled for their applications. To add an application to the current user, click Add Application:
Using the pop-up which appears select the application for which you wish to enable add-ons:
After you've selected an application, the Pick Addons dropdown will appear and you can use it to select one or more documents that will be attached to the lead notification email:
The add-ons that you select will be automatically added to the list of enabled add-ons. If needed, you can delete a previously enabled add-on by clicking on the Delete icon found to the left of the add-on.
After you've finished selecting your add-on(s), click Add and the changes will be saved:
The new add-on is now shown on the user's settings:
You can now use the Edit Application Addons button in order to edit or delete previously enabled add-ons.
If you need to set up additional add-ons for a different application, find your user on the Manage Lead Applications Add-ons page, click on the Add Application button and follow the same steps as before.