Senior Living Communities

Completing Document Manager Configuration

In Document Manager configuration, you can enable or disable specific options used in Document Manager. This gives you flexibility per your requirements to select which e-signature type(s) when creating a e-signature template, as well as to enforce signing order and to capture ID proof when completing the signing ceremony.  

Note

You must complete Document Manager categories before completing category migration.

  1. Do one of the following: 

    • Single community: Billing > Document Mangager > Setup > Document Manager Configuration

    • Multi-community: Management Console > Operations > Document Manager > Setup > Document Manager Configuration

  2. Select E-Signature Options.

  3. Select Enable Document Manager Categories.

  4. Select Enforce Signing Order, if required.

  5. Select Enforce Signing Order Mandatory, if required.

  6. Select Capture ID Proof, if required.

  7. Select Capture ID Proof Mandatory, if required.

  • If you enable the mandatory option(s), step 5 or 7, then the section(s) of remote signing are automatically checked and cannot be unchecked. 

  • If the option is not mandatory, the selection in remote signing is editable. 

  • Category migration is completed one time only.

  • After category migration is completed, existing templates categories update to the new categories.