To Request an E-Signature

1. From the home page , choose the Sales option.
2. Choose the New Business tab.
3. Find and select the correct agreement by using the search window or create a new agreement. For more information see How to: Add a New Business Agreement.
4. Choose Options and select Request E-Signature.
5. In the popup, select an existing portal user from the dropdown or enter the name and email address for a new user.
6. In the Notifications box, you can enter any email addresses that you want to be notified when the customer completes their signature.
7. Click the Request Signature button.
   

How the customer completes their signature

1. The customer will receive an email requesting them to "Review and Sign" the agreement.
   
   
   
2. Click on the Review and Sign button.
3. If this is their first time using the customer portal, they will be required to set a password.
   
      
4. Once they're logged in, the customer will be displayed a list of their agreements ready to sign. The agreement must be downloaded before the customer can enter a signature. Once downloaded, press the Sign button.
   
   
   
5. In the popup the customer must enter their full name, initials, either draw or upload their signature and finally check the box to declare they agree to their signature being used.
   
   
6. Once all information is entered, the customer can click the Save button.
7. The signed agreement will be downloaded to the customer's PC and the signed copy will automatically be uploaded against the agreement in Service Manager.