General steps to configure and use remote signatures
It is important to know the general steps to configure and use remote signatures.
This table gives each general step and the related documentation:
| Step | Task | Documentation |
|---|---|---|
| 1 | A practice manager configures a document template to use the necessary settings and the #WEBFORM-SIGNATURE# template variable. | Template settings for remote signatures
Template variables for remote signatures The expired period of remote signature links |
| 2 | A practice manager configures an email template or SMS template with the #REMOTE-SIGNATURE-LINK# template variable. | Configure an email template to use remote signatures |
| 3 | A staff member uses the document template to make a document that must have an electronic signature from a client. | Refer to general documentation that tells you how to make a document. |
| 4 | A staff member sends an email or SMS message that has the document to the applicable client. | Send a document for a client's remote signature (email
method)
Send an estimate for a client's remote signature (email method) |