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Requirements

Event trigger notifications are set up within two applications:

Signature Agent

See Completing Signature Agent Configuration for additional information.

  • For standard communication, Signature Agent contains the event notification setup.
  • For advanced communication, Signature Agent contains the company information including the logos and accent color for the HTML email.

Schedule

In Schedule, see Setting up Technicians in Schedule.

  • For standard communication, Schedule contains the technician information including the technician/customer email address. 
  • For advanced communication, Schedule contains the technician information including the technician's position, email address, and photo that is included in the HTML email. 

Compatibility

Signature Agent 2.5 is compatible with the following.

Signature

  • Schedule 4.7 or higher
  • 2018 18.04b06
  • 2018 18.03b05
  • 2018 R3

Transfer Layer Security (TLS)

Server Protocols

  • TLS 1.2

Client Protocols

  • TLS 1.0 (currently required)
  • TLS 1.1
  • TLS 1.2


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