E-Signatures
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      E-Signatures - User Setup

      We recommend walking through these steps with your Account Manager

      1. Connect a generic email to SignNow service
      2. Add signature placeholders to report footers
      3. Monitor usage and a la carte more signatures

      Connect a generic email to SignNow service

      1. In order to use the SignNow service, you will need a SignNow account.
      2. We recommend creating a generic email (e.g., signatures@yourcompany.com) to link to your SignNow account. This email will be used for sending and receiving all documents, and will allow sales teams and management to monitor document activity from one central location. This approach prevents confusion from having multiple salespeople using their own emails and ensures all document traffic is tracked consistently.
      3. Once the generic email is created, provide it to your Account Manager.
      4. Your Account Manager will send you an invite link to this generic email to set up your SignNow account. Be sure to CREATE CREDENETIALS THAT CAN BE SHARED. Send your username and password to your account manager
      5. Your Account Manager will need to execute some setup on their end and they have a separate set of instructions. After they complete their steps, you’ll be ready to start creating and managing signature-enabled reports.

      Add signature placeholders to report footers

      1. Choose a report where you want to add signature capabilities.
      2. Duplicate the report and rename it to reflect that it will include eSignature functionality.

        report signatures

        report signatures 2
      3. Check the “Enable eSignatures” option. This option will only be available for reports with a FooterHTML property.
        enable checkbox
      4. Modify the FooterHTML to include signature placeholders. The SignNow integration identifies text codes within the report and replaces them with the appropriate signature fields when the document is delivered. For example, you can include placeholders for a signature, printed name, and date.
      5. Add text tags in the FooterHTML for signature fields. SignNow will replace these tags with the correct input fields. For detailed guidance on text tags, refer to SignNow's Documentation: https://support.signnow.com/help-center/editing-documents-templates/new-how-do-i-use-text-tags
      6. The most common are..
        1. Signature: {{t:s;r:y;o:"Signer";w:100;h:15;}}
        2. Date: {{t:t;r:y;o:"Signer";l:"Date";w:50;h:15;}}
        3. Initials: {{t:i;r:y;o:"Signer";w:25;h:15;}}
        4. PrintName: {{t:t;r:y;o:"Signer";w:100;h:15;}}
          report footer
      7. Once those tags have been added, the document is ready to handle signatures

      Monitor usage and a la carte more signatures

      1. As an account administrator, you can always track how many signatures are available for the current month. Navigate to the Admin tab to see your signature allocation, how many signatures remain, and your option to purchase additional signatures if needed.
      2. If you are running low on signatures for the month, you can purchase more a la carte directly through the Admin tab.
        admin view
      3. If you need to adjust your monthly allocation, contact your account manager