Introduction:
The system provides the ability to have key documents, acknowledged as being received/read by your applicant(s).
The document will be stored against the applicant(s) product, with a copy on the Burrow portal.
Location:
Home / System Settings / Document Templates
IMPORTANT
You must have the FULL version of the EKeeper CRM to have this feature.
Your user profile must be in a ‘User Group’ with the edit letter permissions enabled.
How to set a letter for e-Signature
Please either choose an existing template or create a new template.
Next, you will need to navigate to the panel named ‘E-Signature and Acknowledgement Details’ and select the Acknowledgement option.
This will the reveal some additional options for you to confirm.
Acknowledgement request type: Should the system always request an e-Signature or leave it as an optional choice.
Notify of document signature: Who should the system send notification to?
When finished, click the save button.
