How does the process of digital signatures work and how do I implement it into my Gigbuilder?The following describes the entire process from the administration side to the client/prospect side of Gigbuilder.
Fig. A
Step 1: Click Setup > Paperwork > Contracts as show in Fig. A above.
Fig. B
Step 2:Select an existing contract by clicking the contract name or create a new contract by clicking the "New Contract" button as shown in Fig. B above.
Fig. C
Step 3: Select the desired signature method from the drop-down boxas shown in Fig. C above. Step 4: Select the desired notification method(s) from the check-mark boxes as shown in Fig. C above. Step 5: Save the contract by clicking the "Save" button as shown in Fig. C above.
Fig. D
Step 6: Open a client / prospect event file and click the "Paperwork" tab as shown in Fig. D above. Step 7: Select / verify that the proper contract has been selected for the client / prospect as shown in Fig. D above. Step 8: Click the "Save & Close" button if necessary as shown in Fig. D above.
Fig. E
Step 9: Click Web Tools > Configuration > Client Options as shown in Fig. E above. Step 10: Verify that the "Hide HTML Print Button" box is not checked as shown in Fig. E above. Note that the digital signature function will not work with PDF contracts. Step 11: Scroll to the bottom of the page and click the "Save Changes" button if necessary.
Fig. F
Step 12:Direct the prospect / client to log into their online planner and click the "Print Agreements, Worksheets, etc." link as shown in Fig. F above. This may be done verbally or by using tokens in an email as shown in Fig. G below.
Fig. G
Fig. H
Step 13: The prospect / client must click the "Web Page" button as shown in Fig. H above. A pop-up window will appear with the contract that has been assigned to them.
Fig. I
Step 14: Located at the bottom of the assigned contract a digital signature box is provided to the client / prospect as shown in Fig. I above. Step 15: The client / prospect must enter their full name in the digital signature box and then click the "Digitally Sign" button as shown in Fig. I above. Once clicked, a confirmation box will appear as shown in Fig. J below.
Fig. J
Step 15: The client / prospect must click the "OK" button to confirm the digital signature as show in Fig. J
Fig. K
Step 16: Once confirmed, the client / prospect contract will display the signature accepted box at the bottom of the contract as shown in Fig. K above. Step 17: The client / prospect can then print the contract as shown in Fig. K above. They may also make a deposit based on the contract settings in step 3 / Fig. C above.
Fig. L Step 18:
The client / prospect and administrator will receive email and SMS message notifications as shown in Fig. L above based on the contract settings in
step 3 / Fig. C above.
Fig. M
Step 19: Open the client / prospect event file and click the "Paperwork" tab as shown in Fig. M above. Step 20: Click the date link in the signed documents section as shown in Fig. M above.A pop-up window will appear with the contract for that prospect / client.
Fig. N
Step 21: Click the "Accept Contract" or Reject Contract" button as shown in Fig. N above.
Fig. O To Be completed - Soon (screen shot of approved email & sms)
Fig. P
Step 23: Once accepted or rejected, the contract will show the acceptance information to the administrator by repeating steps 19 & 20 and to the client / prospect by repeating steps 12 & 13.
Fig. Q
Step 24:Click Event Planning > Events > Signatures to see all signed documents in your Gigbuilder. The date the document was created, the document name, the status of the signed document, the date the document was signed, the date the document was accepted, and the event date are all provided at a glance as shown in Fig. Q above. Clicking a date in the date created column will open the document for that date. Clicking an event date will open the event file for that date.
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