RouteOne and Menu Single Signing Ceremony

Using the Single Signing Ceremony During eContracting

Pushing a Deal from RouteOne to the Menu

Go to ‘Deal Manager.’ 

Click on the blue Deal Jacket icon next to the customer’s name. 

Within the Deal Jacket, go to the Deal Structure tab.  Click ‘Insurance & Warranty Products,’ then select ‘Go to Menu.’ 

After signing in with Single Sign-On, the user will be taken to the Menu with the deal information populated. 

Pushing a Deal from the Menu to RouteOne

After Validating in the Menu, click the ‘Execute’ button. 

A pop-up will appear asking how signatures will be executed.  Select ‘Sign in RouteOne.’ 

The product contracts from the Menu will now appear in the Documents section of the Deal Jacket in the RouteOne system, as well as in the eDocuments section of the Contract Package page.