E-sign integration

E-sign overview:
Admin > Products (1) > E-sign (2)
From this menu you will find all of your current contract documents.

• When starting off with your first document, click on the "Create new document" (3)
• When you have existing documents, you can review them from this menu (4)
  
  • 'Pages' - how many pages are involved in this document
  • 'Contract' - total amount of contracts send (amount accepted, declined) & a review option.
  • 'Active' - is this document in use <yes / no>

Creating a new document
This menu allows you to configure the document that is send over to a customer.

• Document name: how the customer will see the document when sent over.
• Linked campaigns multi-select: here you can select active campaigns on which this should be used.
• Active checkbox: where this document can be used (in above mentioned campaigns)
• SMS sender: when sending out a SMS, the customer will receive a SMS from this phonenumber.
  Text is possible here, but it can only be 1 word, no special characters.
  Please note that local operators might not accept your wording.
• E-mail sender: when sending out a e-mail, the customer will receive the e-mail from this address.
• Link expiry: the amount of days for which the offer is valid, starting from the moment it is send out by the agent.
• Do not allow sending contract during call. Force agent to disconnected call before being able to send the e-mail or SMS.
• Logo image: here you can upload your own logo, which will show on top of your document which is send over to your customer. By default, this is the LeadDesk logo.
• Page 1 (2, 3, ..): here you can fill out basic information shown in the document.
  If you have more than one page, there will be a "Next page" button at the document, until the final page is reached. On the last page there will be a checkbox for approval.
• Insert tag: this allows you to add dynamic tags to your text field above, for instance to fetch the first name of your contact and placing it into your document. 
  < Hi {contact.fname} > would become <Hi Michael> - personalizing the document.
• Button text: text displayed on the button at the bottom of the document, used for finalizing the contract. By default: "Next"
• Checkbox text: text displayed on the button at the bottom of the final page, indicating the customer agrees with the contract. By default: "I agree to the terms and conditions.

Remember to click on "Save changes" to save any alterations made to your document.