E-Signature Process

There are 2 ways to request an E-Signature.

1) Front Counter > Edit Existing 

Find the transaction in the list (or search for it).

Right click on the transaction.

Click Request E-Signature

The FocalPoint Email Message window will display.

The red box is the link for the customer to use to sign. 

2)  If you are already in the existing transaction, you can request the signature from the top of the screen. 

The same FocalPoint Email Message window as displayed above will display.

When the email is received, the customer will click on the link to open the transaction. 

Click Sign Document.

Follow prompts.

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