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Signing a document with the customer present

The following documents can be signed by customers physically present to the Texada operator:

  • Contract Summary and Totals (Texada Web and SRM)
  • Reservation Summary and Totals (Currently only in SRM)
  • Rental Quote Summary and Totals (Currently only in SRM)
  1. From one of the above 3 screens, click the "eSign" Button
    1. You will be presented with the option to have the customer sign on a tablet or phone by choosing the first option. Hand the device to the customer.
  2. The customer will be prompted to sign
  • Either using text or signing using a stylist or finger.
Monitor E-Sign Button Status:
  • Once an email signature request has been initiated for a document, the "eSign" button will appear as disabled for that specific document. This indicates that a request has already been sent.