Collecting documents from customers via E-Sign Contracts
Setup attach documents like insurance, vessel / vehicle registration, and driver's licenses when e-signing contracts. This eliminates the need for separate email submissions.
Users can include all necessary documents in a single file. You can also require specific attachments during the e-signature process.
To enable and require attachments:
Navigate to System Settings → Contracts.
Edit the contract.
Toggle on E-Sign Enable Attachments and E-Sign Attachments Required.
To find the attached documents, they can be found in the reservation attachments.