To activate and setup the E-Signature notification function:
- From the main menu, click System Setup, then click E-Mail Alerts.
- Click on the E-Signature tab.
- Under Choose Recipients, click the appropriate recipients. Options are Employee, Appraiser, Upline, Multi-Appraiser, and Administrator.
- 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.
- In the Subject box, edit the default text as desired.
- In the Message box, edit the default text as desired. Basic word processing functions are available for this area.
- Click Spelling and/or Language Check to review your text.
- 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.