We are thinking of adding our Device/Asset Terms and conditions into FreshService and have seen an article about creating a Document Template and linking this to a Service Request however I would like to know if and how others are doing this?
I have managed to create the template and the service request but don’t see how the process would work to get the end user to “accept” the terms and conditions and some how record their acceptance or acknowledgment.
I’m also aware that we have the ability to add an e-signature for the user to sign the document but this will require us purchasing additional licensing for this.
Is anyone using this function of FreshService in a similar capacity? I would love to hear how others have their processes set up.
