Your CRM provides an easy way of sending agreements to your leads or merchants for eSignature. For more information on this feature please see our article on Sending Agreements for E-Signature.
To manage your E-Signature settings go to Manage > Administration > E-Signature > Manage E-Signature Settings.
The Manage eSignature page will open up where you can configure your basic E-Signature options, create or edit your confirmation pages or help banners, and upload public documents:
The basic E-Signature settings are shown on the Configuration tab. Below is a more detailed description of each available setting:
Auth Key — The Auth Key is a unique code required for the third party eSignature provider. Once an Auth Key is assigned it cannot be changed. The Auth Key is assigned by the CRM support when you sign-up for your CRM account.
Preferred Domain — This is the domain that will be used to generate the link to the digital form. The domain will also be used to validate the email templates used for E-Signature form.
If you wish to add a new domain to be used for eSignature, you can go directly to the Manage Domain(s) page by clicking on the icon next to the Preferred Domain drop-down:
For more information on adding additional domains or managing existing ones please see our article on Managing Site Domains.
Add eSignature Audit Trail to all digitally signed forms — When a form is electronically signed an Audit Trail can be automatically attached at the end of the document. Updating this option will only affect forms going forward.
Sync the Lead with new information from signed forms — All the E-Signature forms are generated and pre-filled with information from a Lead. When the form is signed, any new information that the signer enters can be imported back into the Lead.
If there is a conflict during the data import, the sender will be notified with the Conflict Notification email to manually import new data from the signed form.
Sender Name — The Sender Name is the name which will appear in the automated system emails sent to the user who is generating the E-Signature form. The sender information is also used for the Open and Conflict email notifications.
Sender Email — Same as with the Sender Name.
Open Notification — The Open Notification email is sent to the sender when the recipient opens the form for e-signing. This notification email is limited to one email per form per day.
Conflict Notification — If there is conflicting information when syncing a lead with a signed form, the sender will receive this notification to review and resolve the conflicts. For example, if the person signing the form changes the mailing address, the sender can choose to keep the original address on the lead or use the new address from the signed form.
To edit the email templates used for Open and Conflict notifications click on the icons provided next to these two dropdowns and your template will open in edit mode on the Email Templates Customization page:
When a user signs an Agreement they will be automatically redirected to a confirmation page. You can customize the look and the content of the confirmation page in the Confirmation Pages tab:
To edit a page, first select it in the "Choose Page" drop-down (if you've set up more than one confirmation page):
Alternatively, if you're creating a new confirmation page, click on the "New Page" button and enter the name of your page in the pop-up which appears. Once you save the changes, the new page will appear in the "Choose Page" drop-down where you can select it.
To change the style and content of the page edit the HTML code in the provided HTML box:
While you are editing your HTML code, you can also insert placeholders into the appropriate locations in the code.
For example, to insert the Sales Rep's email placeholder in the code, click on the spot in the HTML code where the email will be shown and then select the Email Address placeholder from the Placeholder drop-down:
In order to add an image to your confirmation page, click on the Static Assets button next to the HTML code box:
You can upload .jpeg, .png or .gif images. In order to insert an image into your confirmation page, click on the spot in the HTML code where the image should appear and then click on the appropriate image in the Static Assets box. A new image placeholder will then be automatically inserted in the spot that you selected.
Once you've finished editing your confirmation page you can preview it using the Preview button and when ready, you can save your changes by clicking the Save Changes button. If you no longer need a specific confirmation page, you can delete it using the Delete button:
While a lead or a merchant is reviewing your agreement, you may also display a help banner on the application page as shown in the below example:
Your help banners can be created and edited on the Help Banners tab in the same way as the E-Signature confirmation pages described earlier:
On the Public Documents tab, you can create public HTML pages or upload files which will be publicly available for download. This option is typically used for posting standard Terms & Conditions and other similar documents to which your leads or merchants can reference online.
Once your HTML page or file is saved you will also get a direct link to that page or file. You can then paste this link into your PDF agreement.
To create a new public page click on the New Public Page button, enter the name of your public page and save:
The new page you added will now appear in the Choose Public Page drop-down. You now also need to enter the name of the public page.
Once you do, an URL which links to your public page will be automatically created:
You can now proceed to edit your HTML page in the same way as described earlier for confirmation pages.
If you prefer to upload a file instead, change the Document Type to File, and then upload your file. Once you save the new document it will become available for download at the provided URL location: