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 ‘eContracting Hardware and Software 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.

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.  

Screenshot

 

 

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.

You can repeat this process as needed to capture all signatures from each person in the ‘Select Signer’ list.

Screenshot

 

 

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.

To continue, the signer must review the ESIGN Consent and check the checkbox to accept its terms.  

Click the ‘Begin’ button to advance the signer to the signing room.

Screenshot

 

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. 

Screenshot

 

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. 

Screenshot

 

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. 

Screenshot

 

 

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.

Click the ‘Sign’ button again. 

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.

Screenshot

 

 

 

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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