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E-Signature for Work Order Estimates

DME Work Order Estimate with E-Sign How To

Benefits

  • Allow marinas to get signed approval for work to be done on their boats

How It Works

  • Create a work order estimate within DockMaster
  • Email the estimate to get signed approval
  • The marinas customer can access the estimate pdf and click a link to go sign
  • Boat owner signs the estimate and approves the work.
  • The marina gets an email that the signing happened.

From a created Work Order Estimate click Print:

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In Service Printing, with Document Type Estimate selected, and an Estimate selected and a layout that has E-Signature on it, click the Request Signature Icon:

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If the Dockmaster Clerk has Outlook enabled then an Outlook window will prompt with the attached Estimate PDF to send:

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If the Dockmaster Clerk is not using Outlook then a DM EMail window will prompt with the attached Estimate PDF to send:

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On send of email the boat owner will get an email with the PDF attached to view for approval:

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The boat owner opens the email and see’s ***Click Here to Sign***

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On click it will take them to the site to actually sign the Estimate, they click Approve to start the process:

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A prompt will happen requiring their Full Name, them to check to Accept, and then need to sign Before Approve is usable:

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After all Required fields are handled, Approve can be completed:

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After they approve the document will add the signature to itself and notify on screen that they approved:

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The marina Clerk that sent the email is then sent a Signed Estimate email and a copy of the signed estimate:

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When the marina Clerk opens the Pdf they will see the signed copy:

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