Signing forms is a legal requirement to finalize the sale and transfer ownership of the vehicle. These documents include the sales contract, which outlines the terms of the sale, and the title transfer, which legally transfers ownership from the seller to the buyer.
eSigning streamlines the entire document signing process, reducing the time it takes to close deals. This efficiency can lead to quicker transactions, improved customer satisfaction, and a more streamlined workflow for the dealership.
This article will show you how to configure eSigning. For information on sending out documents for eSigning, see our help article here: Send Documents for eSign
This article will be broken up into the following sections:
Activating AssureSign
To configure AssureSign in DeskManager Online, first click the Settings cogwheel located at the bottom of the leftmost sidebar. From the Settings pop-up menu, click Integrated Vendors and select eSign.
In the eSign Settings window, click AssureSign.
Next click the Activate AssureSign Account button. As mentioned on-screen, this will use your company name to create your account. You will be able to add users to your account after activation.
Managing Users
Once your account is activated with your provider, you are now able to add/edit users that will be used on the dealership end to complete the signing process.
By default, you may have some users pre-loaded into the system.
To add new users click the Add New User button.
Fill in the user’s first name, last name, and email address.
Once filled in, click Add User.
To edit an existing user, click the Edit button next to the desired user.
You will be able to edit the user’s first and last name, however the email address is not editable. If you need to change the email address associated with AssureSign, your best bet is to delete the user in question then add them again.
Once your changes are confirmed, click Edit User.
Users can be deleted by clicking the Delete button next to the desired user.
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