Viewing a Contract Package
Contracts will display in the 'Ready to Sign' section once the Review step is clicked on the contract package page. To view a contract package and to capture signatures, find the desired contract package using one of the three navigation options at the top of the page.
Once the contract package has been found, click anywhere on the corresponding row to navigate to the contract package.
The Contract Package Page
Clicking a row will direct you to a screen where you can view documents and collect signatures for the selected contract package.
A list of all documents in the contract package is displayed in the ‘Document’ section.
To view any of the documents in the list, click the ‘View’ button next to the particular document of interest to launch a PDF version of the document. See more information about the actions you can take with selected documents by visiting the ‘Viewing and Printing Document’ section of this guide.
Note that the RouteOne contract number is displayed at the top of the page for reference.
To begin the signing process, select a signer for the documents and click the ‘Sign’ button.
Selecting the ‘I want to type my signature’ checkbox will ensure that your customer(s) can type or draw their signatures during the eSign process, regardless of which signature capture method you have designated in Dealership Preferences.
You can repeat this process as needed to capture all signatures from each person in the ‘Select Signer’ list.
As part of the ‘in-dealership signing experience,’ the customer will still have an opportunity to receive a physical review copy of the electronic contract package documents in advance of the eSigning experience as well as a completed copy after eSigning is completed.
The self-guided process will begin by capturing the signature for the current signer.
The current signer’s name and title is displayed at the top of the page for reference.
If needed, you can click ‘Return to Package’ to exit the signing process and return to the Contract Package page.
To begin the signing process, the signer will either type their signature or provide a drawn signature via mouse or a touchscreen device.
Depending on your dealership settings, the signer may have the option to select how they want their signature applied throughout the signing room; by using a typed or a drawn signature to sign the documents.
Note: Your Dealership System Administrator (DSA) can select the types of signatures that are permitted when buyers sign in-store. If both signature types are permitted, note that a typed signature is the default setting. To learn more about setting your dealership’s ‘eSign Signature Types’ preferences, click here.
To continue, the signer must review the ESIGN Consent and select the checkbox to accept its terms.
Click the ‘Begin’ button to advance the signer to the signing room.
In the signing room, you can see the document that is currently being signed, and the current signer’s name and title is still displayed for reference.
Click the ‘Start’ button to advance the page to the first required signature line.
The signer will apply the signature by clicking on each area with a ‘Click here’ message.
The signer will click the ‘Next’ button to advance to the next required signature line, then proceed through all signature lines one-by-one.
The number of remaining fields to be signed is indicated at the bottom of the page.
Once a document has been signed, the system will proceed to the next document until the signer has completed signing all necessary documents.
Once the customer has completed clicking all locations requiring a signature, the customer must then click ‘Apply Signature’ to confirm that they have reviewed the entire document, agree to its terms and conditions, and would like to apply their signature(s) in each location indicated to represent their agreement.
The signatures are then affixed to the electronic contract package documents.
Navigating the Signing Room
There are actions that signers can take in the signing room in addition to signing the documents.
They can save and exit, withdraw consent, and view their signing progress from the left navigation pane.
Click the 'hamburger’ menu icon near the upper left-hand corner of the page to toggle to the available actions.
Note that since this is an in-dealership signing experience, selecting ‘Save A Copy’ opens the document in PDF form on a tablet.
Co-Buyer and Dealer Signatures
If the contract includes a co-buyer, select the radio button next to the co-buyer’s name on the ‘Contract Package’ page.
Co-buyers can also complete signature capture remotely, even if the buyer completed signature capture in-store. Take a look at the <insert link here> Remote eSigning User Guide for more information on this workflow.
Click the ‘Sign’ button again.
Regardless of whether they are signing remotely or in-store, the co-buyer will go through the same signing steps that the buyer went through.
The dealer process for collecting signatures is similar to the Buyer and Co-Buyer. The steps include:
- On the ‘Contract Package’ page, select the radio button next to ‘Dealer.’
- Click the ‘Sign’ button.
- Click the required signature fields to apply signatures.
- Click the ‘Apply Signatures’ button to apply the signatures permanently to the document(s).
- Alternatively, the dealer can apply dealer signatures via the traditional signing method on the desktop. This involves accessing the RouteOne contract package page on your desktop and signing each signature line.
Viewing and Printing Documents
To view an individual document, click the ‘View’ button on the document in the ‘Contract Package.’ This will open a PDF copy of the selected document.
To print a document, click the printer icon within the opened PDF. This will prepare the document for printing, and will then open the print dialog box on your device.
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