Use local file upload to add the document you need to include for signing. Once the document is uploaded, click Add Signing to add signature blocks to the document.
The document will open in a new tab.
Select the person you would like to add a signature for – choose from Buyer, Co-Buyer, Guarantor or Dealership. Click on Signature, then drag and drop the box on the document to add a signature block. Select Add Date to include a date on the signature.
You can also add Initials using the same steps.
After you add the signature blocks, click Save & Submit to add this document for signing. A pop-up notification will give you the option to save the signature blocks for later. Name the template and click Save.
Please Note: You can always edit the signing blocks after saving by clicking Edit Signing.
Refresh the page and you will see the document on the contract page listed as Not Signed. When you go to sign your documents, all uploaded and system generated documents will now be included in a single signing ceremony.
TIP: Here’s a tip to save scanning and printing time! For a faster upload process of any document that you use regularly, save a PDF of it to your computer.