If your database has been configured to use our Web Signing functions, you can email forms directly to customers to be signed over the internet, and directly saved onto the Job.
First, in the Job Detail on the Desktop you will find the Email Forms button on the Documents Tab:
This brings up a small window with a list of your current forms in iRestore to be sent. You can select which forms you need signed by the customer by checking the boxes next to each Form's name, and then hit the Email Forms to Customer button marked by the mail icon.
This will automatically generate a temporary Guest account for the user to access their specific forms with. The Account can be removed with the Remove Guest Button. The email can be resent with different selections of Forms to be signed as many times as necessary.
The email will then pop up in either your Email Client or within the Gmail Integration of iRestore itself, allowing you to double check that the information is correct.
The user can then Log In with their Guest Account, and will see the list of forms to sign, as well as the basic Job Information. (Their Name, Address, Insurance Co, Claim and Policy #, and Deductible.)
The User then clicks on one of the form buttons so they can read the document and sign. There is a field for them to print their name, as well as set the date of the signature. Then, clicking the 'Sign With Printed Name' button will set their Signature on the Form itself using a larger font.
Hitting 'Save PDF' will then allow the user to download the form, as well as have our server save a copy directly into the Job Documents.
