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DockMaster Web eSignature

Table of Contents​

  1. Overview
  2. Getting Started
  3. For Marina Staff: Sending Documents
  4. For Customers: Signing Documents

Overview​

DockMaster's eSignature feature allows marina staff to create, send, and manage electronic documents that require customer signatures. This system streamlines the documentation process by enabling:

  • Electronic document creation and management
  • Secure document signing via web browser
  • Real-time tracking of signature status
  • Automated notifications and reminders
  • Legal compliance with electronic signature standards

Video Tutorial: Sending Documents from Desktop​

Watch this step-by-step video tutorial that demonstrates how to send eSignature documents from DockMaster Desktop:

This tutorial covers the complete workflow from creating documents in the desktop application through to sending them via the web interface for customer signatures.

Getting Started​

Prerequisites​

  • Active DockMaster account with appropriate permissions
  • Internet connection and modern web browser (Chrome, Firefox, Safari, Edge)
  • Basic computer skills for document viewing and form filling

Key Terminology​

  • Template: A reusable document format with predefined form fields
  • Document: A specific instance of a template or custom document sent to customers
  • Form Fields: Interactive elements (text boxes, signature areas, etc.) that customers fill out
  • Submission: A completed and signed document returned by a customer

For Marina Staff: Sending Documents​

Accessing eSignature​

  1. Log into your DockMaster account
  2. Navigate to the eSignature section in the main menu
  3. You'll see three main tabs:
    • Documents: Sent documents and their status
    • Templates: Reusable document templates
    • Published from Desktop: Documents created in DockMaster Desktop

Creating and Sending Documents​

Step 1: Choose Document Source​

Option A: Use an Existing Template

  • Select "Use an existing template"
  • Choose from your saved templates (only active templates will be available for selection)
  • Skip to Step 4 (recipient selection)

Option B: Select from DockMaster Desktop

  • Select "Select from DockMaster Desktop"
  • Choose a document published from your desktop software
  • Continue to page management

Option C: Build from Scratch

  • Select "Build document from scratch"
  • Upload PDF or image files (up to 10MB each)
  • Supported formats: PDF, JPEG, PNG, GIF, BMP, WebP

Step 2: Upload & Manage Pages​

  • Upload Files: Drag and drop or click to browse for files
  • Arrange Pages: Reorder pages by dragging them
  • Delete Pages: Remove unwanted pages using the delete button
  • Preview: Review how pages will appear in the final document

Step 3: Design Form Fields​

Available Form Field Types:

  • Text Field: Single-line text input for names, addresses, etc.
  • Signature: Electronic signature capture area
  • Initials: Initial signature field for document acknowledgment
  • Date: Date picker for appointment dates, deadlines, etc.
  • Checkbox: Single selection boxes for agreements or confirmations
  • Radio Button: Multiple choice selection (only one option)
  • Dropdown: Selection list with multiple options
  • Text Label: Static text for instructions or information

Adding Fields:

  1. Drag and Drop: Drag field types from the palette onto the document
  2. Position: Click and drag fields to reposition them
  3. Configure: Select a field to edit its properties:
    • Field name and label
    • Required/optional status
    • Placeholder text
    • Default values
    • Dropdown/radio options

Field Properties:

  • Required Fields: Marked with red asterisk, must be completed
  • Field Labels: Descriptive text shown to customers
  • Placeholders: Helpful hints displayed in empty fields

Step 4: Select Recipients​

  • Add Recipients: Enter customer email addresses
  • Customer Database: Select from existing customers
  • Multiple Recipients: Send the same document to multiple people
  • Verification: Ensure email addresses are correct

Step 5: Review & Send​

  • Preview Document: Review the complete document with all fields
  • Recipient Summary: Confirm recipient list
  • Send: Click "Send Document" to dispatch via email

Managing Documents​

Document Status Tracking​

  • Sent: Document has been emailed to recipients
  • Pending: Recipient has started filling out the form
  • Signed: Document has been completed and submitted

Document Actions​

  • Download: Save a copy of the completed document

Creating Templates​

Templates save time by creating reusable document formats:

  1. Navigate to Templates: Click "Create Template" button
  2. Template Details: Enter name, description, and category
  3. Upload Base Document: Add your standard document file
  4. Add Form Fields: Design the interactive elements
  5. Preview: Test the template functionality
  6. Save: Save for future use or publish for team access
  7. Activate Template: Set the template to "Active" status to make it available for document creation

Template Management Notes​

  • Activation Required: Templates must be set to "Active" status to appear in the template selection list
  • Editing Limitations: Currently, templates cannot be edited after creation - you must create a new template if changes are needed
  • Coming Soon: The ability to modify existing form fields on templates is in development

For Customers: Signing Documents​

Receiving Documents​

  • You'll receive an email with a secure link to sign your document
  • Click the link to open the document in your web browser
  • No software installation or account creation required

Signing Process​

Step 1: Document Review​

  • The document will load automatically in your browser
  • Review all pages and content before proceeding
  • Note any required fields marked with red asterisks (*)

Step 2: Fill Out Form Fields​

  • Text Fields: Click and type information (name, address, phone, etc.)
  • Date Fields: Use the date picker or type dates in the specified format
  • Checkboxes: Click to select agreements or acknowledgments
  • Dropdown/Radio: Select appropriate options from provided choices

Step 3: Add Signatures and Initials​

  • Signature Fields: Click "Sign Here" buttons to open the signature pad
  • Drawing Method: Use mouse, touchpad, or finger (on touch devices) to draw your signature
  • Typing Method: Type your name for a text-based signature
  • Upload Method: Upload an image of your handwritten signature
  • Initials: Create a shorter version for initial fields

Step 4: Review and Submit​

  • Validation: System checks that all required fields are completed
  • Error Messages: Correct any missing or invalid information
  • Final Review: Double-check all entries before submitting
  • Submit: Click "Submit Document" to complete the process

Step 5: Confirmation​

  • Thank You Page: Confirmation that your document was submitted successfully
  • Download: Option to download a copy for your records

Document Storage and Access​

For Customers​

  • Customer Portal Access: Signed documents associated with your customer account are automatically stored and accessible through your DockMaster Web customer portal
  • Document History: View all your previously signed documents in one convenient location
  • Re-download: Access and download copies of your signed documents at any time

For Marina Staff​

  • Customer Profile Integration: When documents are sent to customers found via customer search, the completed signed documents will appear on the customer's profile in DockMaster
  • Centralized Records: All customer-related signed documents are stored with their account information for easy reference
  • Document Management: Track signing status and access completed documents directly from customer records