Signature Capture

Note: You cannot collect a signature through text or email if the agreement is marked for Delivery and Collection with a partner. In this case, you will send the agreement to your provider's driver app to obtain a signature and complete the agreement process. See "Delivery and Collection With a Partner" for more information.

1. When opening an agreement or viewing an opened agreement, make sure the customer's phone is filled in and Text Allowed is enabled (for texting), or that the customer's email address is filled in (for emailing).
2. Select an agreement form PDF and click TEXT or EMAIL.



3. On the Send Contactless Agreement dialog, confirm the agreement form and email address or phone number, then click SEND (or OPEN AND SEND, on the mobile app) to complete the agreement process and send the customer a link to the signable agreement form PDF.
4. After the text or email is sent, the customer will have 24 hours in which to access and sign the document in a web browser or Safari on a mobile device. (The contract can only be signed once using this link, but if it expires or you make any changes to the agreement, you can send another link from the View Agreement screen.)



5. After the customer signs and submits the form by clicking SAVE AND PRINT, a copy of the signed agreement PDF is displayed in the customer's browser and the signed agreement PDF is saved to the agreement. If a text was originally sent, then a follow-up text is sent to the customer, containing a URL to the signed agreement form PDF. (This URL expires after the agreement is closed, so customers can access the signed agreement through the duration of the rental.) Similarly, if an email was originally sent, then a follow-up email is sent, containing the signed agreement form PDF as an attachment.
6. (Optional.) You can view the signed agreement, or send another link to signable PDF form, from the View Agreement screen. See "Signature Capture".

Turn on a Contactless Signature Captured alert, so you can be notified when a customer signs a contactless agreement. See "Alerts" for more information.

When a customer submits a signed loaner agreement form, a "Form Signed" event is logged in the agreement's History. See "Unit History (Event Logging)" for more information.

You can access open agreements that are pending a customer contactless signature in several ways:

• Operations Dashboard ( ). Click the Pending Contactless Signature status tile on the Agreement Operations dashboard.
• Agreement Hub status search filters. Click the Pending Contactless Signature Status search filter check box on the left panel to view open agreements that are awaiting a customer contactless signature.
• Mobile view agreement. If you're using the mobile app, you can view signed or unsigned contactless agreements by tapping View, then Contactless List. You can filter the list by signed or unsigned agreements.

Use the Alerts Hub setting to turn on Contactless Signature Captured alerts, so you can be notified when a customer submits a contactless signature on an agreement.

See "Alerts" for more information.

If your location has Signature Capture and a form with signature fields, you can collect an electronic signature from the customer during the open agreement process, or when viewing an agreement.

1. If opening the agreement, click OPEN AND SIGN to save the open agreement and begin the electronic signature capture process. If viewing an open agreement, click SIGN AGREEMENT.
2. On the agreement form, request a digital signature or acknowledgment (if applicable) from the customer in each required signing area.
• If your form is set up with signature check boxes, tapping the required () or optional () sign icons adds a check mark () in place of a signature. The acknowledgment is displayed on the email and printed versions of the form.
• If your form requires the customer to sign on-screen, tapping or displays an enlarged signature box with ACCEPT and CLEAR buttons.
• If an additional driver is present on the agreement, a signature area is available for the driver to sign.
3. When signed, save the signed form to the agreement by clicking SAVE (to save without printing) or SAVE & PRINT (to save and open a PDF of the form to print). The signed agreement is available in the Agreement Files section of the agreement for emailing, printing, and downloading.
4. If your location uses automatic texts or emails, a copy of the signed agreement form PDF is texted or emailed to the customer, as long as the customer has opted to receive texts or emails, respectively.

1. If opening the agreement, click OPEN AND SIGN to save the open agreement and begin the electronic signature capture process. If viewing an open agreement, click SIGN AGREEMENT.
2. A  Sign Contract dialog is displayed, containing an acceptance toggle to acknowledge all terms and conditions of the agreement, as well as any custom Easy Sign acknowledgments set up for your location within the Easy Sign Agreement Acknowledgement management setting.
3. Once all toggles are selected, a box is available for the customer to provide a signature. (The following text is present above the signature box: "By signing below, I am acknowledging that I have read and agree to all of the terms outlined in the dealership's vehicle use agreement." (The "dealership's vehicle use agreement" portion is a direct link to the agreement PDF.)

Note: Depending on your manufacturer’s settings, an additional optional clause toggle may be available (e.g., to have the customer opt in to receive marketing materials).

4. Once the customer provides a signature, tap SAVE to save the signed agreement, or SAVE & PRINT to save and open the PDF in a new browser tab. Options are also available to Cancel or exit (X) to return to the previous screen, and CLEAR to clear the signature, if needed.


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5. Once saved:
• A confirmation message is briefly displayed: "Signature saved". The captured signature is placed on all designated signature and initial areas, and any field on the agreement form designated as a check box will automatically be selected.
• If your location uses automatic texting or emailing, a copy of the signed agreement form is texted or emailed to the customer, as long as the customer has opted to receive texts or emails, respectively. See "Automatic Texting and Emailing on Appointments & Agreements" for more information.
• The signed agreement form PDF is saved the agreement and available in the Agreement Files section of the agreement for emailing, printing, and downloading. A View Acknowledgements link is present to access the Agreement Acknowledgements dialog showing the state of each custom Easy Sign acknowledgement toggle, if applicable. This is for reference only; the toggles cannot be updated.


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Select the "Open Agreement without electronic signature" check box, then click OPEN AND PRINT to save the open agreement. Print the agreement and capture a signature on a hard copy. If your location uses automatic texts or emails, a copy of the unsigned agreement form PDF is texted or emailed to the customer, as long as the customer has opted to receive texts or emails, respectively. See "Automatic Texting and Emailing on Appointments & Agreements" for more information.

• How do I track when a signed return agreement file is generated? A "Return Agreement Generated" event is generated within the agreement History.
• What happens if I reopen the closed agreement? Any auto-generated signed return agreement files will be removed, and regenerated again at close.
• What is the difference between the two agreement files on the closed agreement? 
• The original signed agreement form (captured at open) remains unchanged, and shows the date and time the signature was captured (with blank fields for the return, since it has not been closed yet).
• The final Return Agreement version shows the date/time the agreement was closed, and contains updated agreement information entered at close (Miles In, etc). If you use custom agreement acknowledgements, these are not displayed on the Return Agreement file.
• I use auto texting / emails for agreements. Which agreement form is automatically sent to the customer at close? At close, the signed copy of the original signed agreement is sent to the customer.
• How do I manually email the signed Return Agreement file? View the closed agreement and click Email Agreement, then choose the option on the right to send a signed agreement file; this list contains each signed original agreement at checkout and its return agreement counterpart, with date / times for each.

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