In DeskManager, you have the ability to edit and send forms to customers for eSigning. This feature allows you to upload your own forms, and create signature fields for the customer to eSign. These forms can be combined into an envelope, and sent to customers by email and/or text message.
Please note: DeskManager requires the 32bit version of the Visual C++ runtime installed.
In DeskManager, go to a deal and open the forms library.
Select the form you would like to be eSigned.
In the top right, click eSign, then click eSign selected forms.
A preview of the form will pop-up, with a button at the top that says Send out for eSign.
- Once you’ve reviewed the form, click Send out for eSign.
- A new window will pop-up prompting you to enter the first and last name of the Dealer representative who will be sending the eSign notification.
- Enter the first and last name, as well as your email address, then click next.
- You will be shown a window with the information to send out the eSign notification.
- You will be shown a window with the information to send out the eSign notification.
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- Review the options for sending out the notifications, and be sure the Buyer and Dealer information is correct.
- Click Next.
- A new window will open displaying which forms will be sent for eSigning, any additional charges, and show two buttons: Edit Further and Finalize and Send
- Please note that when you choose either to edit further or finalize and send, you will be charged the amount shown.
- If you are using an ePay form, you will only be charged once to use that form.
- However, for every envelope that is generated which includes an ePay form, you will incur a separate charge.
- If you are finished, click Finalize and Send, and a window will pop-up confirming that the document was successfully sent for eSigning
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