Sign Email

oThe email template is a pre-formatted record that allows the user to add data fields to set up a custom E-Sign record in Simplicity.

oThe email template also contains merge fields that can be inserted to incorporate a client's data that is saved in the Simplicity database.

EmailBrowse

This is an example of the Email Template browse

 

EsignTemplateForm

This is an example of the Email Template form

 

Minus18The following features can be found on the email form:

·Description:

oAllows the user to insert a name for the email template.

 

·HTML Editor:

oAllows the user to make any formatting changes to the email script.

 

· MergeFieldsMerge Field:

oAllows the user to insert a specific database field into the body of the email script as a merge field.

General Features available in this window:

Ø        Text box

Ø        Mandatory Fields

Ø        Sort

Ø        Incremental Search

Ø        Search Box

Ø        OK

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