Location: Admin tab > Settings > Clixsign
Clixsign is Debt Pay Pro's proprietary electronic document signing platform. To enable the Clixsign platform, and gain access to the Clixsign settings page, please contact Support@debtpaypro.com.
General Settings
- Active: Checking this box will enable the ClixSign platform for your CRM. If left unchecked, the 'Send for Clixsign' option will not be available when generating documents.
- Mouse & Typed: This will give the signer the ability to use their mouse to draw a signature or type their name and allow the system to generate a signature.
- Mouse Only: This will force the signer to draw their signature using their mouse.
- Typed Only: This will force the signer to sign using the system generated signature.
NOTE: If Mouse Signature option is enabled, it is important to verify that signees are creating proper visible signatures. If a Clixsign document request appears as "Completed" but has no visible signatures, this is likely the cause. A new Clixsign request will need to be sent and signed.
Email Messages
New Signature Request:
- Subject: Input a default Subject that will be sent with all Clixsign requests. (This can be edited during document generation).
- Message: Input a default Message that will be sent with all Clixsign requests. (This can be edited during document generation).
Document Signed:
- Subject: Input a default Subject that will be sent with all Clixsign requests that have completed the signing process.
- Message: Input a default Message that will be sent with all Clixsign requests that have completed the signing process.
Company Access:
- Each company in your CRM will be listed here: Checking the box next to a company name will enable the Clixsign platform for that company.
- From Address: Inputting an email address into this field will make all Clixsign requests from this company to appear to be sent from this address.
- From Name: Inputting a name into this field will make all Clixsign requests from this company to appear to be sent from this name that has been inputted.