eSign Anything®

What is ‘eSign Anything®’?

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RouteOne’s eSign Anything® allows you to electronically capture your customer(s) signatures on all eSignable deal documents through our secure signing portal in one signing ceremony in-store on your desktop, laptop, or a tablet device. Along with RouteOne generated documents, you can also upload PDF(s) into the RouteOne platform and easily create signature fields as needed.

These dealer uploaded documents are then integrated with eligible RouteOne-generated documents (e.g. retail or lease agreement etc.) in the signing room. This creates a complete, electronically signed package, resulting in a more secure and fully compliant customer experience.

 

 

Defining eSignable Areas

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You can access the signature tool to define signable areas on uploaded documents via the ‘Dealer Uploads’ section at the bottom of your Deal Worksheet:

 

Accessing the Signature Tool through the Deal Worksheet

To create an eSignable form, the document must first be uploaded from the ‘Dealer Uploads’ section of your Deal Worksheet. 

Begin by navigating to ‘Deal Worksheet’ of your transaction and scrolling down to the ‘Dealer Uploads’ section. 

 

Click the ‘Upload Documents’ button in the bottom left hand corner. 

 

The ‘Upload Additional Documents’ screen will display. Click the ‘Browse’ button to browse your computer and select the document you want to upload. 

 

Once you have selected the file(s) you want to upload, the Upload Additional Documents screen will display the name of the file that you are about to upload. 

In the ‘Name’ field, enter the name that you want to be displayed for the document.

You cannot include special characters. 

 

Click the ‘Upload’ button. 

 

Your uploaded document will be displayed in the ‘Dealer Uploads’ list. 

To the right of the uploaded document, you will see a ‘Draw’ button, which indicates that signature fields may be created and 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.

Important: RouteOne’s Mobile Document Capture (MDC) app cannot be used in conjunction with eSign Anything. Any documents uploaded by the MDC app will appear as review only documents and will not have a ‘Draw’ button beside them.

 

 

Creating Signature Fields

When the signature tool opens 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,’ ‘sequence,’ and ‘prompt text.’ You can also designate each field as ‘required’ or ‘optional’ by checking or unchecking the ‘Required’ box.
• 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, Salesperson, 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.

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.’

• This will ensure 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. The first Buyer Initial field on the page would be a Signature Type of ‘Initial,’ a ‘Signer’ of Buyer, and a sequence of ‘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 to be required. To make a field optional, uncheck the ‘Required’ box.

• If you have a document with both required fields and optional fields, the signer will be able to skip past the optional fields with no additional prompts.
• If you have a document with only one field and that field is optional, the signer can skip past it; however, the signer will be asked why they are skipping signature on that page:

 

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). Please consult with your dealership’s compliance counsel to ensure compliance with applicable federal, provincial, 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.

 

 

Clicking the ‘Apply Signature Boxes’ button will navigate you back to the ‘Deal Worksheet’ page.

• In the ‘Dealer Uploads’ section of the Deal Worksheet, you will see your uploaded document(s) and that the ‘Draw’ button 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. 

Once your contract package is ready, proceed with the signing process by clicking the ‘eSign’ button. 

Your signable documents will be included in your preferred RouteOne signing process, whether that is via a tablet, desktop, or laptop. 

• Refer to the ‘Signing Example’ section below for an example of the signing process. 
• For more information on RouteOne eSigning, click here.
  • For instructions on how to proceed with eSigning eligible documents (e.g. dealer uploaded documents, RouteOne-generated documents), refer to the 'eSigning Documents Within the Signing Room' section of the eSigning guide. 

 

 

Signing Example 

Click the ‘eSign’ button on the ‘Deal Worksheet’ page. 

 

Once you click the ‘eSign’ button, you will begin the RouteOne eSigning workflow via the ‘Signing Room.’

The signature field(s) that you defined on the uploaded document will be signable for your customer. 

• For more information on RouteOne eSigning, click here. 

 

Once all signatures are captured, be sure to review all contract documents and ensure signatures are properly applied before sending the contract package to the finance source for funding via the ‘Ready to Fund’ button. 

 

 

FAQs

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