Rpost - Set Up

To turn e-signing on switch on in General Settings – Email/Telephony 340 – Allow E-signatures on Documents set to Y.

Anyone who is to be able to send documents for e-signature needs to have the Layout Setting ‘Can send e-signatures’ticked in their user record.

In Maintenance- Agency setup- Document templates- create the document template and include the relevant tags:

«Name1», «Title1», «Date1», «Signature1»

For multiple signatures, the 1 is replaced with 2.

Identify the document for E-sign by ticking the box.

  • rpost_setup.txt
  • Last modified: 2019/04/01 10:41
  • by Shelley Hunter