Make sure you are the admin in Bridge. Head over to eSign
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Click on Agency Settings
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Click on Add New Office Template
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Enter the name of the Template
This can be use for different locations you may have
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Enter a description for the template
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Click on Save
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Click on Got It!
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Click default if you want this to be used by your agents
If you select this option, the agent will not be able to change it and will go out as default when sending to customers.
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Use user contact information
If this is enabled, the agent will send out the eSign with their DID number or email.
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Example of Toggling on "Make it Default"
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Example of toggling on "Use user Contact Information"
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Click on Agency Settings
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Enter Agency Name
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Enter Agency Website
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Enter agency phone number
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Enter agency email address
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Enter the redirect URL you would like customers to see once they have signed the eSign document.
For example: this could be your website or a review website for the agency (google review)
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Click upload image
Select your agency logo
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Click on Agency Message Templates
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Click on Add New Template
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Enter a subject for your message template
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Make it default
If you toggle this on, agents will use the default message without the ability to change it.
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Type message
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Click Save New Template
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Click on Agency Reminder Templates
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Click on Add New Reminder
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Type a subject for your reminder
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Select a time frame for a delayed message
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Select to send minute(s), hour(s), or day(s)
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Select Repeat
This message will go out until the customer signs
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Make it default
If this is selected then every sSign that goes out will have a reminder on it
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Click in message
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Type your message
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Click on Save New Reminder
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Click on Got It!
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Click on Close
Well done!
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