eSigning

eSigning Documents Within the Signing Room

Once you are ready to begin the eSigning process, launch the browser and log into your RouteOne account via: www.routeone.net.

Once logged in, find the desired transaction and click on the buyer name in the Customer Manager or Deal Manager page to navigate to the ‘Deal Worksheet’ page of the transaction.

On the ‘Deal Worksheet’ page, click the ‘eSign’ button on the Deal Worksheet to enter the ‘Signing Room.’

 

 

The Signing Room displays the name and title of the individuals who are required to electronically sign the contract(s).

• For retail transactions, electronic signatures will likely be required from the dealer, buyer, and co-buyer (if applicable) for the contract package.

 

Electronic signatures are captured one party at a time.

Certain finance sources require the dealer to sign first. If this is the case, you will receive the following error when attempting to open the buyer’s signing room without the dealer having eSigned first.

 

 

The ‘Status’ column indicates the progress of the electronic signature capture for each of the required signing parties on the contract(s). 

• ‘Active’ - indicates the process to capture electronic signatures has not yet been completed for the individual. 
• ‘Completed’ - indicates the electronic signature process is completed for the individual.

 

Select a signer and click the ‘Sign’ button to proceed with capturing the electronic signatures for the current signer on the contract package.

• If you are not ready to begin the eSigning process, the ‘Deal Worksheet’ button will navigate you back to the previous page.
• If needed, the dealer, buyer, or co-buyer can eSign the contract(s) at different times during the same day (e.g. if the buyer and co-buyer are not able to come in for signing at the same time). 

Important: RouteOne will save the completed signatures in the contract until midnight, local time. If all signatures have not been completed for all signing parties by midnight, the system will clear the signatures, and they will have to be recaptured. 

Selecting a signing party and clicking the ‘eSign’ button launches a screen that begins the self-guided process for capturing signatures.

• If needed, you can click ‘Cancel’ to exit the signing process and return to the ‘Signing Room’ and navigate back to ‘Deal Worksheet.’

 

The signer will have the option to select if they would like to use a typed or drawn signature. 

• If typing, no further action is needed, as the signature is already typed for the customer. 
• If drawing, the buyer can draw a signature using a mouse or using any touch-enabled device. 

 

In order to continue, the signer must check the checkbox to accept its terms.

• The signer can view the ESIGN Consent form by clicking the ‘ESIGN CONSENT’ link.
• To advance to the signing process, the signer will need to click the ‘Begin’ button.

 

The signer can review and sign the contract documents. They can scroll through each document and apply their signature individually, or they can click the ‘Start’ button. 

The ‘Start’ button will automatically direct them to each signature field on the document.

 

In each signature field, they will click the ‘Click here’ prompt to apply their signature to the highlighted field, and then click ‘Next’ to be directed to the next signature field.

 

Once the signer has entered all signatures within a document, the ‘Apply Signature’ button displays.

Clicking the ‘Apply Signature’ button serves as confirmation that the signer has reviewed the document in its entirety, agrees to the terms and conditions, and is ready to apply their set of signatures to the document.

Documents that are intended for the signer’s review and do not require a signature, only require the individual to scroll through and indicate that they are ready to proceed, by clicking the ‘Continue after Reviewing Document’ button.

There are actions that signers can take in the Signing Room in addition to signing the documents. To learn more, visit the ‘Additional Actions in the Signing Room’ section of this guide.

 

The signer will repeat the signing and review process for each document until all of their contract documents are reviewed and signed. 

Once all documents have been signed, the customer will be directed to a ‘Thank You’ page where they will have the ability to download their documents in PDF format, either as a single combined file or individual files. 

When finished, the signer will click the ‘Finish and Exit’ button.

 

Clicking the ‘Finish and Exit’ button will redirect the signer to the ‘Signing Room,’ where you will see the updated ‘Completed’ status for that signer.

Complete the signing process until all parties have electronically signed their documents and their statuses are updated to ‘Completed.’

When the signing process has been completed for all signers, click the ‘Deal Worksheet’ button to exit the Signing Room. 

 

You can now exit the application on the tablet and complete the remaining steps on your laptop or desktop. 

The progress bar on the Deal Worksheet will update, showing that the ‘eSign’ step is completed.

If changes need to be made to the contract, you can delete the signatures by clicking the ‘Delete Signed Documents’ button. 

‘Deleting Signed Documents’ may require you to resubmit the application (depending on the changes that were made, and finance source’s business rules).

You will need to reapply signatures to the documents with all the required signing parties. This will involve clicking the ‘Validate and Review’ button again to regenerate the revised contract(s), clicking the ‘eSign’ button to enter the ‘Signing Room,’ and recapturing the electronic signatures on the revised contract(s).

 

Dealer Uploads

With the ‘eSign’ step completed, you will need to ensure that all additional documents required for funding are uploaded. This may include documents required for funding that are not currently generated in the RouteOne system (e.g., bill of sale, proof of insurance, etc.).

In the ‘Dealer Uploads’ section at the bottom of the Deal Worksheet, click the ‘Upload Documents’ button. 

The ‘Upload Additional Documents’ screen will display. 

Click ‘Browse’ and locate the additional document(s) on your computer to include in the contract package.

Important: The format for these documents must be PDF. The file size limitation may change depending on the finance source selected. Details on the file size limitation will be displayed in the ‘Upload Additional Documents’ screen. There is no limit on the number of files that can be uploaded.

 

You can add one document at a time or select multiple documents to add together all at once. 

Once the document(s) have been selected, click the ‘Open’ button. 

 

On the ‘Upload Additional Documents’ screen, you can enter revised name(s) for the documents to make them more easily identifiable.

Click ‘Upload’ to finish uploading the documents to the contract package. 

 

The uploaded documents will be added to the ‘Dealer Uploads’ section of the Deal Worksheet.

• Click the dropdown to the left of the document name(s) to indicate the number of copies to be included in the package.
• To delete a document, click the red ‘X’ to the right of the document.  

 

Ready to Fund

When you are ready to submit the entire contract package to the finance source for funding, click the ‘Ready to Fund’ button on the righthand side of the Deal Worksheet. This will submit the contract package and trigger an electronic message to the finance source.

Important: This final step must be taken to complete the transaction for the dealer.

 

Once the ‘Ready to Fund’ button has been clicked, the progress bar in the Deal Worksheet will indicate that the final step in the transaction has been completed by the dealer – the documents and electronic message have been sent to the finance source’s funding team for review.

 

eSigning a Lease Contract

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If the finance source offers a lease product, much of the eSigning process is similar to the process for a retail transaction. 

If needed, refer to the corresponding steps outlined in the ‘eSigning a Retail Contract’ section of this guide.

The following steps occur on a tablet.

Switch to the tablet and log into your RouteOne account. 

If needed, refer to the corresponding steps outlined in the ‘eSigning Documents Within the Signing Room’ section of this guide.

Click on ‘Customer Manager’ or ‘Deal Manager,’ find the desired transaction for eSigning, and click on the customer’s name to navigate to the ‘Deal Worksheet’ page.

A Lease transaction may require the signatures of the dealer, buyer(s), and the salesperson.

If a business is listed as the primary applicant, an authorized individual buyer’s name may also be required in the ‘Signing Room.’

Once the information from the required signing parties is entered, proceed to the Signing Room by clicking the 'eSign' button in the Deal Worksheet.

 

 

Important: The signing parties' details cannot be changed within the signing room. Changes must be made within the Deal Worksheet.

If you must correct the signing party’s information, return to the Deal Worksheet by clicking on the ‘Deal Worksheet’ button and updating the corresponding fields.

If you have already begun the eSign process, you can select ‘Withdraw Consent’ in the ‘Signing Room’. Selecting ‘Withdraw Consent’ will direct you back to the ‘Deal Worksheet’ where you can make any necessary changes. Once the changes have been made, click on ‘Validate & Review’ to being the eSign process again. For more information, refer to the ‘Additional Actions in the Signing Room’ section of this guide.

 

Clicking the ‘Sign’ button will launch the screen that begins the self-guided process for capturing signatures (similar to the retail eSigning process). If needed, refer to the corresponding steps outlined in the ‘eSigning Documents Within the Signing Room’ section of this guide. 

• Complete the signing process until all required parties have electronically signed their documents, and their statuses are updated to ‘Completed.’
• When the signing process has been completed for all signers, click the ‘Deal Worksheet’ button to exit the Signing Room.
• The required documents for funding can be uploaded in the ‘Dealer Uploads’ section of the ‘Deal Worksheet.’
  • If needed, refer to the corresponding steps outlined in the ‘Dealer Uploads’ section of this guide.
• When you are ready to submit the entire contract package to the finance source for funding, click the ‘Ready to Fund’ button in the ‘Deal Worksheet.’ This will submit the contract package and trigger an electronic message to the finance source.

Important: This final step must be taken to complete the transaction for the dealer.

• If needed, refer to the corresponding steps outlined in the ‘Ready to Fund’ section of this guide.
  • Once the ‘Ready to Fund’ button has been clicked, the progress bar in the ‘Deal Worksheet’ will indicate that the final step in the transaction has been completed by the dealer – the documents and electronic message have been sent to the finance source’s funding team for review.

 

 

Additional Actions in the Signing Room

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There are actions that signers can take in the Signing Room in addition to signing the deal documents.

 

On the left side of the page

 

Save And Exit

The signer can click ‘Save and Exit’ and select ‘I want to exit now and come back later.’ This will allow them to save their work, exit the session, and return to the session without having to reapply signatures that had previously been applied. 

Reminder: RouteOne will save the applied signatures in the contract until midnight, local time. If required signatures have not been captured for all signing parties by midnight, the system will clear the signatures, and they will have to be recaptured.

 

Withdraw Consent

The signer can withdraw consent and opt to not sign the contract. The signer will be prompted to provide a reason for withdrawing consent. 

Important: If a customer withdraws consent, the contract document is voided. If the customer later decides to move forward with the deal, you will need to regenerate the contract and reapply signatures.

 

Print Consent 

The signer can choose to print a hard copy of the ESIGN Consent form. Clicking the ‘Print Consent’ link will open the ESIGN Consent form as a printable PDF.

 

Save A Copy

The signer can download and save a copy of all documents as a single PDF file to their laptop or desktop.

 

Your Progress

Clicking this link will display a popup with information on documents that have been signed and documents that still need to be signed. 

From this page, the signer can view or print any document.

 

Zoom Out/Zoom In

Clicking these buttons will zoom in or out on the document that the signer is currently reviewing.

 

On the right side of the page

The customer can see the pages in the document. 

Clicking on a page will navigate to that specific page in the document. The current page is outlined by a blue border. 

While it is possible to navigate to any page in the document, the customer will not be able to move to the next step without applying signatures to each of the required fields. 

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FAQs

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