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FAQ

One of our users is unable to preview the eSign document when others can. What may the issue be?

The specific Salesforce user may not have the permission to create eSign Docs or preview them (may only have view all access) so you need to change the permission settings for that user.

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KB Categories

  • Getting Started (9)
    • Getting Started - Overview
    • Initial Setup Steps
    • Adding Room Types and Rooms
    • Adding Rates
    • Connecting to Windsurfer CRS
    • Connecting to Siteminder CRS
    • Import Past and Future Reservations
    • Twilio Text Set Up
    • Email Set Up
  • Rooms Grid and UI (5)
    • Rooms Grid
    • Drag and Drop
    • Drag to Extend and Making Quick Quotes
    • Reservation Detail
    • Tab States
  • SMS Messaging (4)
    • SMS Messaging
    • SMS Guest Surveys
    • SMS Guest Shop
    • SMS Automations
  • Rates and CRS (5)
    • Rates
    • Based On Rates
    • Connect to Windsurfer
    • Connect to Siteminder
    • Auto Refund Cancelations
  • Ownership (4)
    • Owner Portal
    • Owner Periods and Statements
    • Owner Contracts
    • Owner Reporting
  • Admin (4)
    • Users
    • Items
    • Room Types
    • Dashboard
  • Building Automation (1)
    • Air Conditioning Automation
  • Troubleshooting (1)
    • Troubleshooting

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