Managing Electronic Forms in the Console

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Overview

This guide provides step-by-step instructions for managing electronic forms in the console. It outlines three primary methods for handling documents: signing and uploading forms directly from the console.

Prerequisites

  • Access to the console
  • Necessary permissions to manage electronic forms

Steps

Step 1: Open Rez Documents

  • Click on "View/Edits" for the specific reservation.
  • A red highlight indicates that no documents have been submitted for this reservation.

Step 2: Choose How to Handle the Document

You have three options:

Option 1: Sign and Upload the Document Directly from the Grid

  1. Locate the document under the appropriate content assignment:
    - Check-In Form
    - Required Before Check-In

  1. Click on "Open Document" to access the form(s).

  1. Click on the “Open” button for the specific form.

  1. Complete the document directly from here.
  2. Once submitted, the document will be uploaded and saved automatically.

Option 2: Upload a Document from Your Computer

  1. Open the "View/Edits" section for Rez Documents.
  2. Locate the document under the appropriate content assignment:
    - Check-In Form
    - Required Before Check-In
  3. Select the "Upload File" for the specific document.

  1. Choose the file (PDF) from your computer.
  2. Once uploaded, you can:
    - Preview and download the document.
    - Delete it if necessary.

Option 3: Send the Document to the Guest for Completion

  1. Click on the "Public Document" button.
  2. Choose to Send Email or Send SMS (If SMS is enabled).
  • By default, the guest's email address or mobile number will be preloaded.
  • You can update the email or phone number if needed.
  1. Select the document you want to send and click "Send".

Guest Submission Process

  1. The guest will receive an email with the subject:
    - 'Business Name' – 'Name of Document' Submission Request.
  2. The email contains a link for the guest to:
    - "Load Document for Submission"
  3. Complete and submit the form online.

Troubleshooting

  • Ensure you have the necessary permissions to access and manage forms.
  • Verify the guest's contact information is correct before sending documents.
  • If issues persist, contact support for further assistance.