If your UpMail account has the Electronic Signature feature enabled you can add an e-signature to any pdf, editable document or webpage uploaded to your account.
If you do not have this feature enabled and are interested in learning more, please email hello@upmailsolutions.com
Add an eSignature to an Editable Document or Webpage
1. The editable document or webpage will first need to be uploaded by the UpMail Champion of the account.
> Click here to learn more about creating & editing editable documents
> Click here to learn more about creating & editing editable webpages
Adding an e-signature to an editable document or webpage will allow users to make edits to the contract/document/quote (date, name, terms, etc) prior to sending out the email with the attached document or webpage. The edits users make to the document/webpage will not be applied to the template within the Content Library, only that individual email.
Editable webpages will allow you to insert merge fields and Meetings & Events tables to be automatically populated with booking data if using one of our Sales & Catering Integrations.
2. Go into the email template you would like to add the document/webpage to and add the supporting content with the attached editable document/webpage to the template.
3. Once uploaded click "Add eSignature" in the Quick Edit section.
3. A pop-up will appear and you will be able to add more required signatures, change the signing order or change the expiration date of the contract. Click "Update".
4. The e-signature fields will be added to the end of your PDF document or editable document/webpage. You will not be able to view the document with the e-signature when you view the document within the email template.
The e-signature will look like this:
Please note:
- Only one document/webpage per email can be attached with an e-signature.
- You are only able to add e-signatures to PDF documents, editable documents or webpages. (not Word, Excel, etc)
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You are only able to send the email to one recipient.
- If there are multiple e-signatures required, the other recipients will receive the contract signature request directly.
- If you would like to BCC an email for tracking purposes, once the email is sent, we recommend duplicating the email, adding 'For reference' to the subject line and sending the email to the BCC email address.
> Click here to lean how to add an e-signature to a PDF
> Click here to learn more about the Electronic Signature feature