What is it? Signature Notes allows admins to create notes for your customers before they provide their signature. This is a handy feature when you want to provide terms & conditions, authorization rules or other important notes for the signature provider.
One convenient aspect of this feature is the flexibility to customize the terms on all levels – from each laboratory location, to customers on a specific route, or even at the individual site level. So only the intended customers will see the notes.
This new feature supports the unique needs of your customers:
- Customize on the laboratory level: Every customer site on each route can view the terms before they sign.
- Customize on the route level: Can be restricted to certain customers on a courier’s route.
- Display specific notes at the site level: Only the intended customer can see the notes.