Contracting

In-Store eSigning

Collecting Signatures In-Store


Before you can collect signatures, your Dealer System Administrator (DSA) must assign you the ‘General Contracting’ permissions (to view contract packages and documents) and the ‘Sign Contract’ permissions (to view contract packages and sign documents) for the RouteOne system. 

For more information about System Requirements for collecting signatures, click here

Important: The following steps are specific to the signing portion of the eContracting process. Please note that the rest of the eContracting process must be completed in the RouteOne system. 

 

There are several ways you can collect signatures in-store:

 

Via your desktop

No tablet or additional device required. Simply visit https://www.routeone.net/esign and complete the signing process according to the steps in the sections below. 

 

Via an Android® or other tablet device

With an Android® or other tablet device, visit https://www.routeone.net/esign and complete the signing process according to the steps in the sections below. 

RouteOne cannot guarantee fully supported functionality on all tablet devices.

 

Via an iPad®

With your iPad®, download the Mobile eContracting Application from the Apple App Store®

Use your RouteOne User ID and Password to log into the application and complete the signing process according to the steps in the sections below. 

  1. The only permissions required are the ‘General Contracting’ and ‘Sign Contract’ RouteOne system permissions listed above.  
  2. After downloading and/or updating the application, multi-factor authentication will require you to register your device. You will then be required to answer one of your challenge questions, and retrieve a token code from your email address. 
  3. Updates to the application can be accessed by downloading the most recent version in the Apple App Store.

Learn how to use and setup iCloud Keychain in your RouteOne platform in this step-by-step video

Remote video URL

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 ‘Ready to Sign’ tab of the eSign page, with an arrow pointing to the example contract package.  There is a text box corresponding to the ‘Ready to Sign’ tab that says ‘Lists contract packages where the Customer Review Copy has been printed but signatures have not been collected’, a text box corresponding to the ‘All Contracts’ tab that says ‘Lists all contract packagaes where the Customer Review Copy has been printed, even if signatures have already been collected’, and a text box corresponding to the ‘

 

 

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.

The Contract Package page with a box highlighting the title, an arrow pointing to the selected signer, an arrow pointing to the ‘Sign’ button, and a box highlighting the list of documents.
 

 

 

Signing Documents


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.

The signing screen with a box highlighting the ‘Return to Package’ button, a box highlighting the signer name, an arrow pointing to the signature box, a box highlighting the option to toggle typing or drawing the signature, an arrow pointing to the agreement checkbox, and an arrow pointing to the ‘Begin’ button.

 

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 contract preview, with a box highlighting the signer’s name and an arrow pointing to the ‘Start’ button.

 

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. 

The example contract with an arrow pointing to the ‘Next’ button, a box highlighting the number of fields remaining, and an arrow pointing to the fields to click to apply the signature.  Pointing to a filled-in signature is a text box that says ‘Fields will show where the signature has been applied.’  Pointing to an empty signature box is a text box that says ‘The signer applies their signature with a single click.’  Pointing to a highlighted field is a text box: ‘Unsigned required fields are highlighted.'

 

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.

The bottom of the example contract, with an arrow pointing to the ’Apply Signature’ button.

 

 

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. 

The signature page with an arrow pointing to the ‘Menu’ icon and a box highlighting the expanded menu.

 

 

Co-Buyer and Dealer Signatures


 

Co-Buyer

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.

 

Dealer

The dealer process for collecting signatures is similar to the Buyer and Co-Buyer. The steps include:

  1. On the ‘Contract Package’ page, select the radio button next to ‘Dealer.’
  2. Click the ‘Sign’ button.
  3. Click the required signature fields to apply signatures.
  4. Click the ‘Apply Signatures’ button to apply the signatures permanently to the document(s).
  5. 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.

The top of a PDF of the example contract, with an arrow pointing to the ‘Print’ icon.

 

 

 

iPad and App Store are trademarks of Apple Inc., registered in the U.S. and other countries.  

Android is a trademark of Google LLC.

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