The Reference Code setting gives the sender the option to place a specific code, email address, or both to be saved in the envelope data for that particular transaction.
This setting can be used if your company uses a certain internal code system to manage envelopes. The Reference Code feature can also be used to list an email address that may be relevant or significant to this envelope but may otherwise not have a place to be included.
This article covers the following topics:
Enabling this setting
This setting is available under the COMPANY and PERSONAL tabs. If you do not see the options described in this article and wish to add them, please contact your RPost Customer Success or Sales representative to enable them.
1. Click on SETTINGS
2. From the left-hand available options, click on the Advanced tab and look for the Reference Code setting.
Reference Code has the following options:
- None: When sending an RSign request there will be no option to set a reference code or email. Consequently, no corresponding data will appear in the sent envelope in the ENVELOPES tab.
- Reference Code Only: If selected there will be an option to set a Reference Code in Step 1 of the SEND tab. The Reference Code will appear in the corresponding envelope found in the ENVELOPES tab.
- Reference Email Only: If selected there will be an option to set a Reference Email in Step 1 of the SEND tab. The Reference Email will appear in the corresponding envelope found in the ENVELOPES tab.
- Reference Code and Email: If selected there will be an option to set both, a reference code and a reference email, in Step 1 of the SEND tab. The reference code and reference email will appear in the corresponding envelope found in the ENVELOPES tab.
How to use and view the applied reference codes
When the setting is enabled, the corresponding fields will appear for the sender to fill them out when preparing an envelope for signature.
The entered Reference Code and/or Reference Email will be then reflected within the Envelope Data.