This page describes the settings for digital signing on sales orders. When the feature is enabled, the system sends the customer an invitation via SMS and/or email with a link to sign the document digitally. Once the customer has signed, a confirmation is sent, and the signed document can be sent as a receipt. The settings here control the texts in the messages sent as well as how long the signature link is valid.
The feature requires that the setting Support signature feature is turned on at the sales order level. This can only be changed by an administrator.
In the texts you can use a number of placeholders that are filled in automatically when sending: {Url} inserts the signing link, {CustomerFullName} inserts the customer's full name, and {SalesOrderIdentifier} inserts the sales order's number.
Open the hamburger menu in the top left corner and select Financial. Then go to Setup and Settings, and navigate to the category Financial, then Sales Order and on to Signature Invitation.
Signature invitation SMS text: The text in the SMS the customer receives with the invitation to sign. The default text is "Please sign the document at: {Url}". Remember to include {Url}, so the customer gets the actual signing link.
Signature invitation email subject: The subject field in the email the customer receives with the invitation. The default is "Signature invitation for {SalesOrderIdentifier}".
Signature invitation email body: The actual text in the invitation email. The default text contains a greeting, the link {Url} itself and a note that the link expires.
Signature link expiration (days): The number of days the signature link is valid, from when it is sent to the customer. The default is 2 days. If the value is set to 0 or below, the system automatically uses 2 days.
Auto-approve on expiry: Determines what happens when a signature link expires without the customer having signed. When it is turned on, the invitation is approved automatically on expiry. When it is turned off (default), the invitation is not approved automatically but is deactivated on expiry.
Confirmation email subject: The subject field in the confirmation email that is sent once the customer has signed. The default is "Signature confirmation for {SalesOrderIdentifier}".
Confirmation email body: The actual text in the confirmation email that is sent once the customer has signed the document.
Receipt of signature email subject: The subject field in the email that is sent with the signed document attached. The default is "Receipt of signature for {SalesOrderIdentifier}".
Receipt of signature email body: The actual text in the receipt email, where the signed document is attached.
Want to know more?
Read more in these related articles:
Sales orders
A complete guide to sales orders in Financial: list view, creation, all header fields, lines, the tabs at the bottom, actions and the state machine from draft to invoicing.
SMTP server
Set up an SMTP server in Sapera so the system can send emails such as order confirmations, customer messages, signature invitations and payment links.
