Sign SMS
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Navigation: The User Interface > What is in Simplicity > Main Menu > Master Data > E-Sign Templates > Sign SMS |
oThe SMS 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 SMS template also contains merge fields that can be inserted to incorporate a client's data that is saved in the Simplicity database.
This is an example of the Email Template browse
This is an example of the Email Template form
The following features can be found on the email SMS form:
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·Description: oAllows the user to insert a name for the sms template.
oAllows the user to make any formatting changes to the sms script.
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oAllows the user to insert a specific database field into the body of the sms script as a merge field. |
General Features available in this window:
Ø Text box
Ø Sort
Ø OK
Ø Cancel
