Differences
This shows you the differences between two versions of the page.
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| rpost [2019/04/01 09:53] – created Shelley Hunter | rpost [2019/07/23 10:29] (current) – Justin Willey | ||
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| - | + | ===== Sending a Document for an E-Signature | |
| - | + | ||
| - | === Sending a Document for an E-Signature === | + | |
| First find the person you need to send the document to and create a contact event.\\ \\ | First find the person you need to send the document to and create a contact event.\\ \\ | ||
| - | {{: | + | {{:RP5.png?400}}\\ \\ |
| - | | + | |
| Click write letter and select the document that you want to be signed.\\ \\ | Click write letter and select the document that you want to be signed.\\ \\ | ||
| - | {{: | + | {{:RP6.png?400}} \\ \\ |
| You can make changes as necessary or send as is, select email to send.\\ | You can make changes as necessary or send as is, select email to send.\\ | ||
| This will then show a box with an email address and subject. *it may look different than the image below depending on your layout.\\ \\ | This will then show a box with an email address and subject. *it may look different than the image below depending on your layout.\\ \\ | ||
| - | | + | {{: |
| As you can see at the end of my email address I have .rpost.biz, this is need because this will be routed to rpost first. | As you can see at the end of my email address I have .rpost.biz, this is need because this will be routed to rpost first. | ||
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| When you have sent it you will receive the below acknowledgement as well as audits.\\ \\ | When you have sent it you will receive the below acknowledgement as well as audits.\\ \\ | ||
| - | {{:RP8.png|}} | + | {{:RP8.png?400}} \\ \\ |
| What the Recipient will see: \\ \\ | What the Recipient will see: \\ \\ | ||
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| - | {{:RP9.png|}} | + | {{:RP9.png?400}} \\ \\ |
| The recipient should follow the ‘click here’ link in the email and they will be taken to the secure Rpost web page.\\ \\ | The recipient should follow the ‘click here’ link in the email and they will be taken to the secure Rpost web page.\\ \\ | ||
| - | {{:RP10.png|}} | + | {{:RP10.png?400}} \\ \\ |
| Once they have read and approved the document they should click finish which will take them to signing page.\\ \\ | Once they have read and approved the document they should click finish which will take them to signing page.\\ \\ | ||
| - | {{:RP11.png|}} | + | {{:RP11.png?400}} \\ \\ |