With Adobe eSignature enabled and set up in full within your Pinewood DMS system, when creating a new booking via Workshop > Jobs > New Job, once the booking has been created the Job Confirmation screen will display a new button: ‘Send Email’
Please Note the below for use with this feature:
- The button will only be displayed when the Adobe eSignature integration is enabled.
- The button will not be displayed if the customer attached to the booking does not have an email address against their customer record.
- The button will not display if your department job card set is the Citroen Dot Matrix or Citroen Laser style.
- Selecting the Send Email button will convert the job card to PDF and send to Adobe to email the customer.
Once the ‘Send Email’ button has been selected, the screen will confirm an Email has been sent to the customer.
The Customer will receive an email that will allow them to review and sign the Job Card.
The Customer can then review a copy of the Job Card.
Select the signature box to add their signature.
Sign the document, and select Apply.
They are then able to review the signature.
To complete the process, the customer must select the Click to Sign button.
The customer will then get a confirmation that this has been completed.
Once the document has been signed by the customer, these are then sent back into the DMS.
An email will also notify the dealer that this has been signed. Please note that the email sender address on the email to the customer will be from the name of the Adobe Account Holder.
Signed Job cards are then saved against the job and can be viewed within the Documents icon.
It will also be written against the customer's Contact History.