Information on sending Correspondence to the Guest Portal and how it is stored in RMS.

Overview

An Interactive Form Letter can be sent to the Guest Portal to collect information or signatures from one or more Guests on a Reservation.

The interactive elements added to the Form Letter will determine what information will be captured.
Signature Merge Fields and the Department selected as the 'Signature Required From' option on the Form Letter will be used to populate captured signatures into the completed Form Letter and require a signature from any User in the selected Department.

The Primary Guest on a Reservation will always be a required signatory on an Interactive Form Letter with a signature Merge Field.

A Guest with access to the Guest Portal can log in and view any Form Letter sent to them via the Guest Portal, complete any forms, and sign any documents where they have been selected as a signatory.

The 'Correspondence' tab on the Guest Profile or Reservation will display 'Incomplete' or 'Pending' until the form has been completed and/or signed by all listed signatories.

When an Interactive Form Letter has been completed and signed by all required parties, a message will be received in the Message Centre with the option to approve the completed form.
Rejected or incomplete forms and contracts can be resent to the Guest Portal from the 'Correspondence' tab.

Extra Information

Guest Portal Correspondence can be sent from the Reservation or In/Out Movements.

Guest Portal Triggered Correspondence can be used to automate the sending of Form Letters to the Guest Portal and include options for monitoring completed actions and reminders.

Completed Interactive Form Letters with any captured signatures will be recorded and stored on the 'Correspondence' tab of the Guest Profiles and Reservation.

Guide

Open the Reservation in RMS.

1. Navigate to the Correspondence tab.
2. Select Send Out.
   
    
3. Select an Interactive Form Letter
4. Select Open.
5. Select Send to Guest Portal.
   

Additional Guests

Additional Guests can be selected as a required signatory on the 'Guest' tab of the Reservation.