1. Go to your.bridge.insure
Make sure you are the admin in Bridge. Head over to eSign
2. Click on Agency Settings
3. Click on Add New Office Template
4. Enter the name of the Template
This can be use for different locations you may have
5. Enter a description for the template
6. Click on Save
7. Click on Got It!
8. Click default if you want this to be used by your agents
If you select this option, the agent will not be able to change it and will go out as default when sending to customers.
9. Use user contact information
If this is enabled, the agent will send out the eSign with their DID number or email.
10. Example of Toggling on "Make it Default"
11. Example of toggling on "Use user Contact Information"
12. Click on Agency Settings
13. Enter Agency Name
14. Enter Agency Website
15. Enter agency phone number
16. Enter agency email address
17. Enter the redirect URL you would like customers to see once they have signed the eSign document.
For example: this could be your website or a review website for the agency (google review)
18. Click upload image
Select your agency logo
19. Click on Agency Message Templates
20. Click on Add New Template
21. Enter a subject for your message template
22. Make it default
If you toggle this on, agents will use the default message without the ability to change it.
23. Type message
24. Click Save New Template
25. Click on Agency Reminder Templates
26. Click on Add New Reminder
27. Type a subject for your reminder
28. Select a time frame for a delayed message
29. Select to send minute(s), hour(s), or day(s)
30. Select Repeat
This message will go out until the customer signs
31. Make it default
If this is selected then every sSign that goes out will have a reminder on it
32. Click in message
33. Type your message
34. Click on Save New Reminder
35. Click on Got It!
36. Click on Close
