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Jun 15, 2023

eSign & CounterSign Initials and Signature Prompts




This article will walk you through creating prompts for initials and signatures in Remote eSign and CounterSign documents. It is helpful to have customers sign and initial vital information as it prompts, encouraging them to slow down and read the document more carefully. This can be accomplished by defining swap tokens within your eSign account that can then be inserted into legalese, item print fields, and print out fields within Point of Rental to prompt the customer to sign  specific areas of the legalese.


Topics in this article include




Creating Prompts for Initials and Signatures
 

 The following swap token UI will be available. Define the swap token text you would like to insert into Point of Rental. For example, below, it defines that where ‘Signature:’ is entered, it will prompt for a signature.
 
  1. From your eSign account go to Configurations > Company Configurations.
  2. Define the Swap Token Type of either a signature or initials.
  3. Define the Swap Token Text that will prompt for a signature or initials, where it's added to the legalese, print out fields, item print outs, etc... 
  4. Use the X and Y offset settings to perfectly place the signature or initials over your contract.
  5. From the Point of Rental application, enter the Swap Token Text you defined in step 3 into any area where you control text within a contract that will print (contract legalese, item printouts, printout fields, etc..).

 

For example, below, we have defined that where ‘Signature:’ is entered, we would like to prompt for a signature.

 

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Examples of Swap Token Text:

 

Where you enter the Swap Token Text in the contract, item print out fields, or your legalese, eSign will prompt your customers to sign or initial the text. 


 

eSign Initials.jpg

 

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What do my customers see?

When a contract is sent through remote eSign or countersign, your customer will be prompted to sign/initial in each of these places.

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When the customer clicks on one of the boxes, they will get the following screen to enter their signature/initials. They will only enter this once, and then to sign the other boxes, they simply need to click on them and the signature/initials will auto-populate.

 

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Reprinting a Signed Contract

Your customers will have a chance to email the signed document to themselves while they're signing. However, if you need to reprint a contract with initials or signatures, you can do so via the contract Transaction Edit report. To get there open the contract > go to Reports > Transaction Edit > select the saved PDF. 

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