Depending on your business needs, you might want to have your templates sent to your guests automatically, based on different booking or time-based events. With Signature and Automata working seamlessly together, creating a template workflow has never been this easy.

Sending Templates With Triggers

  • If you want to send a contract using Automata, you must specify two signing roles. The first role must be the Guest, and the second role must be one of the five Tokeet user roles: Administrator, Property Manager, Accounting, House Staff or Property Owner.
  • If you want to send a document using Automata, you must specify only one signing role. That role must be the Guest.
  • If you want to send a form using Automata, you must specify only one signing role. That role must be the Guest.

Read more information about Automata triggers, and how to use them here.

As always, we're here to help. Please feel free to email support@tokeet.com with any questions.

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