Send Documents for eSign

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.

In this article we use the term "envelope" which simply refers to you sending forms or documents electronically to your customer for their signatures.

This article will show you how to send documents for eSigning. For information on configuring eSigning, see our help article here: eSign Setup

This article will be broken up into the following sections:

• Sending Documents for eSign
• eSigning Documents
• Reviewing Envelopes

Sending Documents for eSign

To send documents for eSign, open any deal and click on Print then click on Forms.

Once in your form list, check the forms you want to send.

You can see which PDF Forms support eSign fields based on the eSign column in the forms list.

To send the selected documents, click on eSign then click eSign Selected Forms.

Here you can see a preview of the forms to confirm all your information is correct. Once ready to send, click on Confirm Recipients and Send.

Lastly, confirm all the information in the dialogue is correct prior to sending. Once you're ready to send your envelope, click on Send Forms for eSign. Be aware that there is a $2 charge per envelope. This charge will come from your ePay balance.

eSigning Documents

Your customer(s) will receive an email prompting them to start signing their new documents.

Your customers can review the documents and will need to click the Start Signing button to begin.

From there, they will need to click the Adopt Signature button.

Using their mouse or touch screen they will draw in their signature and their initials.

Your customers will click the Apply Signature and Apply Initials buttons as prompted.

Once they’re finished they will click the Submit button.

You will receive an email prompting you to counter-sign the documents.

You can review the documents and will need to click the Start Signing button to begin.

From there, you will need to click the Adopt Signature or Adopt Initials button.

Using your mouse or touch screen you will draw in your signature and your initials.

You will click the Apply Signature and Apply Initials buttons as prompted.

Once you’re finished you will click the Submit button.

You and your customer will receive a confirmation email once the documents are completed.

Reviewing Envelopes

In your form list on the deal you can click the eSign button then click Get Envelopes.

Here you will see any envelopes you’ve sent out.

This will include a count of documents in the envelope, the status, and once the documents have been closed you will see the closed date.

Clicking the Download button will allow you to download the signed documents or the audit trail.

The signed documents will open your documents, allowing you to either print or save the documents to your computer.

The audit trail will show each step from when the envelope is created to when the envelope gets closed.