Electronic Signature System
Complete guide to requesting, capturing, and managing electronic signatures
Feature Status
✅ Electronic signatures are FULLY OPERATIONAL in the system! This wiki page is being written. For now, access the feature directly from LOAs and Quotes.
Quick Start
How to Request a Signature:
- Go to Customers page
- Select a customer
- Navigate to LOAs or Quotes tab
- Click Request Signature on any LOA or Quote
- System sends email with signature link
- Customer signs via mobile-optimized interface
- Document auto-marked as "Signed"
Key Features:
- ✅ Mobile-optimized signature capture
- ✅ Draw or type signature
- ✅ Verification codes for security
- ✅ IP address and device tracking
- ✅ Automatic email notifications
- ✅ Signature reminders (Day 3, 5, 6)
- ✅ Auto-expiry after 7 days
Where to Use
LOAs (Letters of Authority)
Request signatures for customer authorization documents
Quotes
Get quote acceptance signatures electronically
Documentation In Progress
Full documentation with screenshots and step-by-step guides is being prepared. Check back soon!