This article will assist you with selecting between the different Signature Capture Methods available.
Requirements - A Master Admin login or a staff type that has the following permissions:
- Club Setup: Can access setup
- Club Setup: Can access sales general settings
Notes:
- If you select the Topaz 1x5 signature pad will work in Internet Explorer. Click here for the steps to install and configure this device.
- If you select the Topaz 4x5 signature pad will only work in Internet Explorer. Click here for the steps to install and configure this device.
Choose Your Signature Methods
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Go to Setup > Sales > Sales Settings > New Agreements > Agreement Electronic Signature Settings. Here you will see a drop down menu for you to choose your preferred signature option for your location.
The options for Electronic Signature Methods:
Topaz Signature Pad 1x5 - Select this option if you have installed the driver and configured this signature pad for Internet Explorer.
Topaz Signature Pad 4x5 - Select this option if you have installed the driver and configured internet explorer for ActiveX to work with the Topaz 4 inch x 5 inch signature area, this device will not work with Google Chrome.
SMS Authentication + Type Signature - Select this option if you would like a client to be sent a pin code to their mobile phone which becomes their unique identifier. They will also type in their name on the signature line to finalize the contract.
SMS Authentication + On-screen Signature - Select this option if you would like a client to be sent a pin code to their mobile phone which becomes their unique identifier. They will also sign their name with a mouse to finalize the contract
On-Screen Signature - Select this option if you would like the client to sign their signatures using the mouse.
Note: With the SMS options the cell phone will need to be unique to that client. No other user may have the same phone number.