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E-Sign Settings

  • Updated

Effective Date: 3/1/2022;

IMPORTANT UPDATE:

The E-Sign sending functionality was deprecated as of March 1, 2022.

If you have any existing e-sign documents (contracts, addendums, etc.) that used the legacy e-sign system for signatures, they are still available in the CRM via the Contacts tab in a read-only capacity. The new e-sign system is ClixSign, and settings for that can be found by clicking here: Clixsign Settings.
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This article was developed to describe the settings for using E-Signatures (E-Sign) within the CRM.

  1. From the Admin tab, click Settings.
  2. On the System Settings page, click E-Sign (see red highlighted area below). Admin_Tab_to_Settings_to_E-Sign.png
    The E-Signature Settings page opens (see below). E-Signature_Settings_Page.png

  3. 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 the signing.
  4. 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 DebtPayPro 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).
  5. 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 appear to be sent from this address.

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