Emailing a document to a customer for signature

The following documents can be sent by email for signature if the sender has the proper permissions role enabled for them:

• 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)

Steps

1. From one of the above 3 screens, click the "eSign" Button
   • At the bottom of the screen, you will find the "eSign" button.
   • Click this button to generate an email request for a signature on the document.
2. Select or Enter an Email Address:
   • The "Select an Email Address" window will appear.
   • Select an existing email address from the options presented, or manually enter a single email address for the recipient.
3. Confirm and Send:

• Once you have selected or entered the email address, click "OK" (or the equivalent button) to confirm.
• Documents with active E-Signature requests will show as having the "eSign" button disabled as an indication that a request has already been sent. 

Notes:

• Sending Time: The document email for the signature request is sent when the totals screen is closed - and not when “OK” is clicked. This ensures that any last-minute changes you make to the document are reflected in the email received by the customer.
• Safety Sheets Included: Any Safety Sheets associated with the contract will automatically be included in the 'eSign' email sent to the customer.