With eSign Anything®, you can upload PDF or JPG documents into the RouteOne platform and easily apply signature fields as needed.
Other eContracting signing options:
Defining eSignable Areas
There are two ways you can access the signature tool to define signable areas on uploaded documents:
Through the Deal Jacket
Through the Contract Package page
Accessing the Signature Tool through the Deal Jacket
To create an eSignable form, the document must first be uploaded. One option is to create a signable document by uploading the document from the Documents tab within the Deal Jacket.
To navigate to the Deal Jacket, begin by hovering over ‘Deals’ from the top navigation, and select ‘Deal Manager.’
On the Deal Manager page, find the deal for which you want to create eSignable documents.
Click the blue Deal Jacket folder to the left of the customer name.
You will be navigated to the Deal Jacket for the customer. Click the ‘Documents’ tab on the left side of the page.
You will be navigated to the Documents page of the Deal Jacket. Click the ‘Upload Documents’ button in the bottom right hand corner.
The ‘Upload Additional Documents’ screen will display. Click the ‘Browse Files’ button to browse your computer and select the document you want to upload.
Once you have selected the file you want to upload, the Upload Additional Documents screen will display the name of the file that you are about to upload.
In the dropdown menu, select the ‘Document Type Description.’
In the ‘Document Name’ field, enter the name that you want to be displayed for the document.
You cannot include spaces or special characters.
Click the ‘Upload’ button.
Your uploaded document will be displayed in the ‘Deal Jacket Documents’ list.
To the right of the uploaded document, you will see an icon which indicates that signature fields may be created and defined for the document.
Click the icon to open the signature tool.
Proceed with defining your signature fields as described in the ‘Creating Signature Fields’ section below.
Accessing the Signature Tool through the Contract Package Page
To create an eSignable form, the document must first be uploaded. One option is to create a signable document by uploading the document from the Contract Package page.
To navigate to the Contract Package page, begin by hovering over ‘Deals’ from the top navigation, and select ‘Deal Manager.
On the Deal Manager page, find the deal for which you want to create eSignable documents.
Click the contract icon below the customer’s name.
You will be navigated to the Contract Package for the customer.
Scroll to the ‘eDocuments’ section and click the ‘Upload Documents’ button.
The ‘Upload Additional Documents’ screen will display.
Use RouteOne’s Mobile Document Capture to scan and upload documents, or click the ‘Choose Files’ button to upload documents from your computer.
Once you have selected the document(s) you would like to upload, each document will be listed in a separate row on the ‘Upload Additional Documents’ screen.
For each document, select the ‘Document Type’ in the dropdown menu, and input the ‘Name’ you would like to be displayed for the document. Note that the ‘Name’ field cannot include spaces or special characters.
Click the ‘Save’ button to upload your document(s).
After the ‘Save’ button is clicked, the screen will close and your uploaded document(s) will now be listed in the ‘eDocuments’ section of the Contract Package.
A ‘Draw’ button is displayed next to the document, indicating that signature fields can be defined for the document.
Click the ‘Draw’ button to open the signature tool. Proceed with defining your signature fields as described in the ‘Creating Signature Fields’ section below.
Creating Signature Fields
When the signature tool is opened for the uploaded document, create and define the relevant fields. You can create a full signature field, initial field, or date field.
To begin, click and drag anywhere on the document to create a box for a field.
Please note the following when creating fields:
To edit field information, click on the field and edit the ‘field type,’ ‘signer,’ and ‘prompt text.’ You can also designate each field as ‘required’ or ‘optional’ by checking or unchecking the ‘Required’ box. You do not need to edit the sequence field. The RouteOne system will auto-sequence the fields for you.
To delete a field, click on the box to highlight it, then press the ‘Delete’ key on your keyboard.
Fields can only be edited or deleted before saving the document. Saving the document occurs when you click the ‘Apply Signature Boxes’ button.
Once the document is saved, if you need to edit or delete fields, you will need to delete the document, re-upload it, and redefine the fields. Editing or deleting fields after the document has been saved is not available at this time.
‘Signer’ types include Buyer, Co-buyer, or Dealer. Additional ‘Signer’ types not listed in the dropdown menu (e.g., spouse, guarantor, representative, etc.) will be mapped automatically to either a buyer or a co-buyer.
A Spouse or a Guarantor should be created with a Signer selection of ‘Co-buyer.’
You must first create a signature field before you can create a date field. This is because a date field must be associated with a signature field.
Note that although you will create a date field for a given signature field, the customer will not complete the date fields.
The date field will be populated automatically by the RouteOne system with the date that the document is signed.
The ‘Signature Sequence’ indicates the order that the field will be completed by the ‘Signer.’ RouteOne will auto-sequence the fields for you. You do not need to modify them. However, if you would like to enter sequencing on your own, you can follow the tips below.
- Sequencing ensures the signing process for each signer is sequential and easy to follow.
- For example, if the ‘Signer’ for the field is the Buyer, a ‘Signature Sequence’ of 1 will mean that field is the first field signed by the Buyer. A ‘Signature Sequence’ of 2 will mean that field is the second field signed by the Buyer.
- If there are multiple signature fields for the same signer on a document, create the signing order sequentially for each signer, starting at the top of the document and working your way down.
- For example, the first Buyer signature field would be Buyer 1. The first Co-Buyer signature field on the page would be Co-Buyer 1.
Note that a ‘Signature Sequence’ cannot be repeated for the same type of ‘Signer,’ as the signer would not know which field to sign first.
- For example, if the ‘Signer’ for the field is the Buyer, there can only be one signature field with a ‘Signer’ type of Buyer and a ‘Signature Sequence’ of 1 in that particular document.
By default, fields are considered required. To make a field optional, uncheck the ‘Required’ box.
The ‘Signature Prompt Text’ will be displayed to the user during the signing process to explain the field that is being signed. This text defaults to ‘Please see review copy before signing.’ You can modify this text as needed.
- For example, ‘You are signing for Agreement to Provide Insurance.’
This text is not displayed to signers using Remote eSigning or the tablet signing process. This text is only displayed to signers who are using a signature pad or signing via a mouse in eContracting.
Note that it will always be the dealer’s responsibility to ensure that any documents requiring ‘wet ink’ signatures are also collected.
Certain documents may require physical signature(s) (e.g., Odometer Disclosure Statements in certain states). Please consult with your dealership’s compliance counsel to ensure compliance with applicable federal, state, and local laws and regulations.
Once you have finished creating a signature field, you can click anywhere on the PDF to create another signature field. When you are finished creating signature fields, click the ‘Apply Signature Boxes’ button on the left side of the screen.
If you had previously opened the signature tool from the Contract Package page, clicking the ‘Apply Signature Boxes’ button will navigate you directly back to the Contract Package page.
However, if you had previously opened the signature tool from the Deal Jacket, clicking the ‘Apply Signature Boxes’ button will navigate you back to the Deal Jacket ‘Documents’ page.
- In the ‘Documents’ page of the Deal Jacket, you will see that the signature icon to the right of the uploaded document is now greyed out. This is an indicator that the signature fields have been created for the document.
- Click the ‘View Contract Worksheet’ button to navigate to the Contract Package page and complete the signing process.
- Once you have returned to the Contract Package page, you will see your uploaded document(s) displayed as part of the contract package.
- A ‘Sign’ button will have replaced the ‘Draw’ button next to your uploaded document(s).
- Proceed with the signing process.
- Your signable documents will be included in your preferred RouteOne signing process, whether that is via a tablet, signature pad, or RouteOne Remote eSigning (Premium Service).
Signing Example: Remote eSigning
For this example we will continue with Remote eSigning. Click the ‘Remote eSigning’ button on the Contract Package page.
Once you click the ‘Remote eSigning’ button, you will begin the RouteOne Remote eSigning workflow.
The signature field(s) that you defined on the uploaded document will be signable for your customer. Once all signatures are captured, be sure to review all contract documents and ensure signatures are properly applied before proceeding to the next step of eContracting.
More information on RouteOne Remote eSigning
Signing Example: Non-Remote eSigning Sessions
For non-Remote eSigning sessions, the ‘Signature Prompt Text’ field appears within the RouteOne eContracting signing process. Once all signatures are captured, be sure to review all contract documents and ensure signatures are properly applied before proceeding to the next step of eContracting.
more information on ‘eContracting from a Credit Application
Signature templates can save time by allowing you to designate a signature template for your uploaded documents, which allows you to skip the steps for creating signature fields each time the document is used.
Templates are defined once in the Template Manager, and will be available to all eContracting users at your dealership.