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Advanced Step
DocuSign

This feature allows the dealership and end user to send a customer a complete set of documents to electronically sign precisely where you designated to have them sign all within minutes. It is a pay-per-use feature, costing $9.95 per "envelope". An envelope consists of as many forms or documents as you wish to have the customer sign off on. You can create ‘ahead-of-time’ templates to designate where the customer is to sign, so you don't have to do it every time, thus saving you a ton of time. It is also highly convenient for the customer, so there is no delay in getting their vehicle. 

Template Setup

The key is to set things up as much as possible so it will be easier each time you use the feature. If you wish to have specific forms or contracts that customers sign every time, these are the steps to set those up. Have those forms on your computer somewhere so we can access them using the steps below. 

1. Click on CONFIGURATION on the lower left side. Contact support and we will give you access if you don't have a configuration. 
2. Click on the DOCUMENTS tab in light blue tabs.
3. In the Templates area, click ADD.
4. In the name field, call it whatever you wish. Make sure the name is something you will remember and is associated with the form to upload. 
5. Click UPLOAD and upload the question form to iTapMenu.
6. Click EDIT. (* This will engage DocuSign and bring up the form you just uploaded. You can then let DocuSign know where you wish to have the customer sign every time, saving you time.)
7. Click SAVE in the lower right corner. 
8. Repeat for as many forms as you wish to set up beforehand. Remember, you don't have to set up all your forms ahead of time; this is just to save you time for the same repeated forms. 

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Once you complete these advanced steps, you can use the feature. 

1. Be sure you have completed generating any contracts in iTapMenu in the Documents you wish to use in these steps. 
2. In the Deal area, you will see a pending form named New Document under it. 
3. You can now upload as many forms or documents as you wish over and over. 
4. Once you have uploaded all the forms you want the customer to sign off on, you can move forward.  (* Remember, this is a pay-per-use feature. So you want to ensure you have all the forms you need to get DocuSign the first time so you don't have to do it a second time and be changed again.)
5. Click START in the upper right side of the screen in the DocuSign area. 
6. For all the forms you just uploaded, you can be sure to assign the correct template to that form. 
7. Confirm the customer's email and or cell number. 
8. Click SAVE in the lower right corner.
9. You will now see a couple of options. 
   1. Prepare Documents is if you have forms that you didn't prepare (Templates) ahead of time. You can now set up the signature location for that one form.
   2. Use the signature location as displayed. 
10. After your forms are prepared and are ready to send them to the customer. Click SEND. 

Your customer will then receive an email and/or text instructing them to DocuSign a few forms you sent. You will be able to track the customer's progress right from the documents tab. 

​Once they are done, the signed forms will be returned to you here for you to print and/or download for whatever your needs are. 

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*** As per our advanced features, we highly suggest preparing a menu for yourself. Generate a few forms. Upload a few forms and then send them to yourself. This way, you will not only be ready when you need to use it, but you will also be able to answer any questions from your customers. 
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*** We recommend watching the video for this feature to see us walk through it according to these steps. It will help a great deal. 

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