Esignature

To activate and setup the E-Signature notification function:

  1. From the main menu, click System Setup, then click E-Mail Alerts.
  2. Click on the E-Signature tab.
  3. Under Choose Recipients, click the appropriate recipients.  Options are Employee, Appraiser, Upline, Multi-Appraiser, and Administrator.
  4. Under Choose e-mail type and schedule, click in the Overdue box. Choose when the notifications will be sent by clicking in the appropriate box. The notifi­cation can go out every week, every 2 days, every day, and/or a custom amount of days.
  5. In the Subject box, edit the default text as desired.
  6. In the Message box, edit the default text as desired. Basic word processing functions are available for this area.
  7. Click Spelling and/or Language Check to review your text.
  8. Click Save on the toolbar.

The e-mail will be sent to the address shown in the E-mail field on the Employee Data screen.  The notification will appear in the To Be Signed widget on the Home Screen.