Find out how to manage, track and use electronic signatures in myrentcar.
On the myrentcar document, the new signature buttons are visible at the bottom of the page, and a new tab has been added listing the history of signature requests:
Signature in myrentcar
To sign a document using the "Signatures" module, click on the pen icon at bottom right:
A confirmation message will appear asking you to select an e-mail address to which the signed document will be sent:
The box with the customer's e-mail address is checked by default (automatically filled in with the customer's e-mail address, if the information already exists), but can be unchecked if necessary. If unchecked, the customer will not receive e-mail at this address.
You can add additional e-mail addresses (if more than one, separate them using ";").
Adding an e-mail address is not mandatory.
Warning : The signed document will be sent to the e-mail addresses given above.
On confirmation, a new tab opens, allowing you to sign the document:
When a signature request is in progress, an icon is displayed on the myrentcar document and the signature buttons are replaced by a cancel signature request button:
Signature by e-mail
Click on the letter button to send a document signature request by email:
A confirmation message will appear, asking you to select an e-mail address from which to send the signature URL and the signed document:
The box with the customer's e-mail address is checked by default (automatically filled in with the customer's e-mail address, if the information already exists), but can be unchecked if necessary. If unchecked, the customer will not receive e-mail at this address.
You can add additional e-mail addresses (if more than one, separate them using ";").
Upon confirmation, you will receive an e-mail containing the Signature link.
Notes : The content of the e-mail can be configured.
Signature follow-up
All signature requests attached to the document can be accessed directly from the "Signatures" tab :
A new tab has been added to the ST tracking system, allowing you to search the history of signature requests with additional filters:
Printing signature
All signed documents are stored in the file database and can be accessed by clicking on the Print or Send by e-mail button.
By transforming a reservation into a contract or a contract into an invoice, for example, the original signed document will still be accessible after transformation.