How to take an E-sign from the customer
Stephen Fleming
Last Update há 8 meses
After finalizing the agreement, follow these steps to complete the electronic signature.
1. Locate the E-Sign button: Click the "E-Sign" button located between the "Save" and "Print" buttons on the agreement page.
2. Choose a signing option: Upon clicking "E-Sign," you will be presented with two options:
- Use current device: This allows the signature to be captured directly from your device.
- Send to client: Email the driver to complete the signature remotely.
3. Signing on the current device
- Click "Use Current Device" and confirm your choice.
- A new page will open, displaying all the leasing terms and conditions.
- Look for the "Sign Document" button located at the top or bottom left side of the page.
4. Sign the document
Click the "Sign Document" button, which will bring up the signing interface.
Have the driver sign in the designated area.
If needed, you can clear the signature by clicking the "Clear" button and sign again.
Once the signature is complete, confirm to finalize the process.
By following these steps, you can efficiently complete the electronic signing of your agreement, ensuring all terms and conditions are acknowledged and agreed upon.