Support Center

Digital Signature via Counter Sign

Last Updated: May 09, 2018 03:47PM CDT
*NOTE:  A touchscreen device such as an iPad or tablet must be used/purchased in order for the digital signature option to work for the Counter Sign feature.  You will not need a signature pad device as one will not be compatible with Essentials.  Please take a look at our Setting up Counter Sign document on how to set up your iPad or tablets.

Printing and having the customer sign the contract is great.  Well, almost.  Now you have a piece of paper you have to keep up with.  Not anymore.  While the customer is at the store and the contract in question is on your screen, click the Digital Signature option found above the customer information listed on the transaction.  You will enter the Customer’s Legal Name and your Rental Essentials password. 


Once you click Verify & Generate Document, the transaction will generate on your iPad or tablet.  The customer will now be able to sign their name from the iPad or tablet once they scroll thru the contract terms/agreements.

.   

Once they have signed, they want to click Sign Document.  Once Sign Document has been clicked, the customer will check the I agree option to agree to the terms, type in their name and then click Confirm Signature. 

 
You can view the signed document at any time by bringing up the contract is question and following the instruction above.

Interested in getting this feature added on to your account.  You can click on your username at the top right and choose Manage My Account.  From there, click Manage/Change and to your right will be the option to add this to your account.  Or, you can Click Here to reach someone on our sales team for pricing.  You can Click Here to reach out to a support team member to learn more on how it works.  Or, click the live chat feature to your bottom right to instantly chat with a support team member for further assistance.

Contact Us

dec7488314b0d75d403b72594eb6f42c@pointofrentalcloud.desk-mail.com
http://assets1.desk.com/
false
desk
Loading
seconds ago
a minute ago
minutes ago
an hour ago
hours ago
a day ago
days ago
about
false
Invalid characters found
/customer/en/portal/articles/autocomplete