Tip #307 -How To Set A System Parameter To Show “Document Sent For eSignature” As A Note

Many firms now use the optional texting integration to send documents for eSignature. You can set a specific System Parameter to have an appropriate note entered into the case automatically, when such a document is sent (typically to the client). Having the note entered into the case, is a convenience that makes it unnecessary to do it manually, and removes the burden of having to remember to document the process.

Here's How: Go to Admin > System Parameters and filter for “Automatic Notes” in the Group Description column and “e-signature” in the Parameter Description column.

Edit the parameter to select the option that you want. You can choose from:

1. No (no automatic note will be entered)

2. Notes Page Only (the automatic note is entered on the Notes Page only)

3. Notes and Case Summary Page (the automatic note will be displayed both on the Notes Page and on the Summary Screen)

With the option enabled, the automatic note will appear on the Notes Page (and also on the Summary Screen if that option is selected) whenever a document is sent for eSignature.