How to Set Up eSign in SiteLink - Storage Pug Help Center
Looking to set up eSign in SiteLink for your storage business? You're in the right place! The Big Green Marketing Machine, an esteemed marketing agency that specializes in internet marketing services in Chattanooga, TN and optimization services in Tulsa, is here to guide you through the process.
The Importance of eSign in SiteLink
eSignatures have become an essential tool for modern businesses. They offer convenience, efficiency, and security, allowing you to complete important transactions online. SiteLink, one of the leading management software solutions for self-storage businesses, understands the value of eSignatures and has incorporated the feature within its platform.
Step-by-Step Guide to Set Up eSign in SiteLink
Follow these detailed steps to set up eSign in SiteLink:
- Step 1: Access the SiteLink Administrator Tasks
- Step 2: Enable eSign in SiteLink
- Step 3: Customize eSign Settings
- Step 4: Configure eSign Documents
- Step 5: Test eSign Workflow
- Step 6: Train Your Staff
To access the administrator tasks in SiteLink, log in to your SiteLink Web Edition from your browser. Once logged in, navigate to the Administrator section.
Within the Administrator section, locate the eSign tab and click on it. From there, enable the eSign feature by selecting the appropriate checkbox.
Now that eSign is enabled, you can customize the settings to fit your business needs. Set the eSign default preferences, such as email sender name, email subject, and notification options.
In this step, you can upload and configure the documents that will be available for eSigning. Make sure to upload your documents in the supported file format and set the signing order if necessary.
Before launching eSign for your customers, it's essential to test the workflow to ensure everything is functioning smoothly. Go through the process as both the sender and the signer to verify that documents are properly shared, signed, and stored.
Once you've successfully set up and tested eSign in SiteLink, train your staff on how to use the feature effectively. Provide them with clear instructions and guidelines to ensure seamless adoption.
Optimize Your eSign Workflow with The Big Green Marketing Machine
As a leading marketing agency offering internet marketing services in Chattanooga, TN, and optimization agency in Tulsa, The Big Green Marketing Machine understands the importance of optimizing your eSign workflow. Our team of experts can help you maximize the benefits of eSign in SiteLink by implementing effective strategies tailored to your storage business.
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Contact The Big Green Marketing Machine Today
If you're ready to take your storage business to new heights with eSign in SiteLink and effective marketing strategies, don't hesitate to get in touch with The Big Green Marketing Machine. Contact our team today for a consultation and let us help you optimize your online presence and marketing efforts.
Further Information:
- The Big Green Marketing Machine
- Internet Marketing Services Chattanooga, TN
- Optimize Agency Tulsa
- Storage Pug Help Center