The E-Signature request process in TotalBrokerage includes useful features, such as comment templates and default comments, designed to improve your workflow and personalize your communication.
Accessing the Request Signatures Page
To request signatures within a transaction:
- Navigate to the transaction where signatures are needed.
- Click on Actions on the top right.
- Select Request Signatures.
Adding a Signer and Using the Enhanced Comment Box
When adding a signer, you will see a Comment box where you can customize a message to send along with the signature request.
Setting a Default Comment
To set a default comment for future comments:
Enter your message in the Comment box.
Check the box labeled "Add this comment by default".
- This ensures the comment will automatically populate in all signer comment boxes for both current and future transactions.
Using Comment Templates
For frequently used messages, you can create and apply templates:
Click the "Template" button in the top right corner of the comment box.
Creating a New Template:
- Select New Template.
- Enter a Title and the Template text.
- Click Save to store the template for future use.
Using an Existing Template:
- Select Choose Existing and pick a previously created template from the list. The text will automatically populate the comment box.
Benefits of Using Comment Templates and Default Comments
- Efficiency: Save time by reusing frequently used messages.
- Consistency: Ensure uniform messaging across multiple transactions.
- Personalization: Easily customize comments with placeholders, and manually replace them with the appropriate information before sending the request.