Adding/updating E-Sign forms

**PLEASE NOTE: The E-Sign section is now nested within the Modules section**

Here is a quick video walkthrough of how to add an E-sign form.

https://share.zight.com/YEuJv4Nx

NEW FEATURE: We have added the option to add a question with Yes/No answers to E-sign forms. Here is a quick video of how to add these in.

Below are the step-by-step instructions on how to add E-Sign forms.

You must have ADMIN login access to add E-Sign forms

1. You will need to be in the Admin panel. Click on the downward arrow beside your initials to change settings.

2. Go to Modules>eSign Forms

3. Click on Add E-Sign Form

4. Add the Form Name

5. Add the Description (optional)

6. Click ADD -

This will take you to the eSign Form to add the body of the Form

7. Add your text -

You can paste from a Text file as well, but it cannot be Rich Text.

8. You are required to add either a Signature or an Initial to publish the form

#signature #initials

9. Type here

10. You can insert any fields from the customer profile by using #. This will pop up the available fields for you to use.

NOTE: If this field is not present in the customer record it will remain blank in the form.

11. Click Publish