Remote eSigning

FAQ: This will trigger a Remote eSigning email to be sent to the buyer (and simultaneously the co-buyer, if applicable), inviting them to sign their documents. Their ‘Status’ will update from ‘Awaiting Invitation’ to ‘Active.’

All buyer (and co-buyer, if applicable) signatures must be applied by midnight on the day that the Remote eSigning invitation was sent to the customer. After that time, the link expires and you would need to ‘Validate and Review’ the contract again to re-initiate the Remote eSigning process.  

If the customer attempts to use an expired link, they will receive an error message that the documents have expired. 

Once the buyer (and co-buyer, if applicable) finishes signing their documents, their status will update from ‘Active’ to ‘Completed.’ 

Click the ‘Deal Worksheet’ button to return to the Deal Worksheet and complete the rest of the contracting process. 

 

Customer Remote eSigning Experience

Once the dealer finishes electronically signing the documents, the buyer (and co-buyer, if applicable) will receive an email inviting them to sign their documents. 

FAQ: If there is also a co-buyer, the buyer and co-buyer will each be sent a Remote eSigning invitation email at the same time. 

The buyer will be prompted to sign the buyer signature fields and the co-buyer will be prompted to sign the co-buyer fields. The system automatically prevents signing in the incorrect location. Both can sign remotely in different sessions at the same time. 

You cannot have the buyer sign in the dealership and a co-buyer sign remotely (or vice versa). This functionality is not supported at this time.

To begin the Remote eSigning process, the customer will need to click the ‘Click here to Review and Sign’ link in the email. 

FAQ: Customer reviewing/signing of contract documents on a mobile phone is not supported at this time. 

 

After clicking the link in the invitation email, the customer will be directed to a page to request a PIN. 

When the customer clicks the ‘Get PIN’ button, an SMS text is sent to the mobile number you entered when you initiated Remote eSigning in the RouteOne platform.

Once the customer has received the PIN, they must enter the PIN in the ‘Enter PIN’ box and click the ‘Submit PIN’ button.

Important: Any time the customer exits the signing session and re-enters the signing room, they will be prompted to request and submit a new PIN. 

 

Upon successful authentication, the customer will be directed to the signing room entrance.

They will have the option to select how they want their signature applied throughout the signing room – using a typed or drawn signature to sign the documents. 

• If typing, no further action is needed, as the signature is already typed for the customer. 

• If drawing, the buyer can draw a signature by using a mouse or any touch-enabled device.

To begin the signing process, the customer must accept the ESIGN Consent by clicking the corresponding checkbox, and then click the ‘Begin’ button. 

Once the customer accepts the ESIGN Consent and clicks the ‘Begin’ button, they will enter the signing room and be presented with documents for review and signing. 

 

The signer can review and sign the contract documents. They can scroll through each document and apply their signature to each field 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 required 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 need to be reviewed by the signer, but not signed, only require the individual to scroll through and indicate they are ready to proceed. When ready to proceed, the signer will need to click 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 in the eSigning guide. 

 

The signer will repeat the review and signing 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. 

 

Remote eSigning FAQs