- From the Admin tab, click Settings.
- On the System Settings page, click E-Sign.
The E-Signature Settings page opens. Click to enlarge.
- Do either of the following:
- To enable the E-Sign platform for your CRM, select the Active checkbox. If left unchecked, the Send for E-Signature option will not be available when generating documents.
- To allow users to manually create their signature, click the Mouse Signature checkbox. If left unchecked, the E-Sign platform will automatically generate a signature for the client to use during signing.
- Do the following where appropriate:
- Notify Emails: You may input email addresses into these boxes. These email addresses will be notified of all e-signature requests.
- Logo URL: Inputting an image URL in this box will replace the Debt Pay Pro logo on E-Sign requests.
- Disclaimer: Input a default Disclaimer that will be sent with all E-Sign requests.
- Subject: Input a default Subject that will be sent with all E-Sign requests. (This can be edited during document generation).
- Message: Input a default Message that will be sent with all E-Sign requests. (This can be edited during document generation).
- In the Company Settings section, do the following:
- Each company in your CRM will be listed here: Checking the box next to a company name will enable the E-Sign platform for that company.
- URL: Input the URL of the company's website.
- From Address: Inputting an email address into this field will make all E-Sign requests from this company to appear to be sent from this address.
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