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Electronically Sign a Contract in the FleetLogic Web Application

Describes how to electronically sign a contract in person using the FleetLogic Web Application.

Type

How to 

Audience

FleetLogic Counter

Products

FleetLogic web application

Context

You can enable your customers to electronically sign a contract in FleetLogic using a device with touch compatibility when the customer is physically present at your counter. Electronically signing the document enables you to save time and money by not having to print and physically store copies of signed contracts.  Your customers can elect to send the signed contract as an email attachment to as many individuals as needed, saving them the time and expense of having to distribute multiple copies. 

When a customer elects to electronically sign a contract, they must follow a three-step process to complete the signing:

  1. Review the contract for accuracy and to view the terms and conditions (if any)
  2. Electronically sign the contract
  3. (Optional) select an email address(es) to send a copy of the signed contract to

Note: If you begin a signing, you cannot exit the process until it is complete or until you close the current browser tab.

After the contract is signed, the signed document is stored as a PDF attachment to the contract document in your company’s SRM (Systematic Rental Management) application and can be accessed at any time. 

Before You Begin

Required: Internet connection, valid FleetLogic login credentials and access permissions, existing contract, mobile device with internet connection and touchscreen

Optional: Valid email address

Steps

To electronically sign a contract, do the following:

  1. On the touch-enabled device, use the menu bar in FleetLogic to navigate to Contracts > List
    The list of contracts opens
  2. Locate the contract you need to sign and tap Sign

    Note: Once you begin the signing process, you cannot stop until you complete it or close the current browser tab
    The Review Contract popup opens and displays the contract the customer is signing for
  3. Hand the mobile device to the customer and instruct them to review the contract and tap Next when they are ready to sign
    The Signature popup opens
  4. Instruct the customer to type their name as it will appear on the contract in the Signer Name field
  5. Instruct the customer to draw their signature as it should appear on the contract in the central field

    Note: The customer can tap Clear Signature to erase the signature they draw if they are unsatisfied with it
  6. Instruct the customer to check I have read and accept the Terms and Conditions as shown on the contract
    Note: The customer can tap Previous to review the contract at any time but will need to redo steps 4 - 6 if they do so
  7. Instruct the customer to tap Next
    The Email me a copy popup opens
  8. Optional: If the customer already has an email address associated with this company in FleetLogic and needs to receive an email copy of the signed contract, instruct the customer to do the following:
    1. Type the email address(es) in the Search email addresses field
      The list of email addresses is updated to reflect their search terms
    2. Optional: Check Select All if they need to send the email to every recipient in the list
    3. Check any email address(es) in the list that they need to send the email to
  9. Optional: If the customer does not already have email addresses associated with this company in FleetLogic and needs to receive an email copy of the signed contract, instruct the customer to type the email address(es) in the Enter custom email address(es) field
    Note: The user can use commas to separate multiple email addresses
  10. Instruct the customer to tap Complete
    The Thanks popup opens
  11. Instruct the customer to hand the touch-enabled device back to you.  You can tap off the popup to resume working in FleetLogic
    The contract is signed
    The signed contract is stored as an attachment to the contract document in SRM
    If the customer elected to email a copy, a copy of the signed contract is emailed to any specified email addresses as a PDF attachment

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