Maintaining a sound recordkeeping system is crucial to your success as a rental company. Whether you are finalizing an inspection or confirming a contract, it’s important to be able to capture digital signatures. 

The Importance of E-signatures in a Business Context

E-signatures are essential in any rental business because they streamline the signing process, minimize paperwork, and improve operational efficiency. They ensure quicker response times by enabling remote document signing, which is convenient. 

In addition to offering security through encrypted transactions and audit trails, e-signatures guarantee compliance and authenticity. For rental companies, having a dependable process for obtaining e-signatures is crucial.

How to Request and Monitor E-signatures in Record360

Record360 has an intuitive e-signature feature that allows you to send documents to a customer directly via email or SMS. Rather than force them to sign a digital form in person, you can have them review the document and add their signature at their convenience.

Here is how it works: 

Step 1: Find Your Inspection

You must first locate your inspection on the dashboard to obtain a digital signature. Then, click on it and find the signature icon at the top.

Step 2: Set the Parameters

When you click on the e-signature icon, a form will appear. Select the contact method (email, text, or both) and enter their contact details. Add a subject and a message for the customer. You can then attach the documents you need the customer to sign and hit send. 

Step 3: Check Whether the Document Has Been Signed

Your dashboard lets you see whether the customer has signed the paperwork as requested. When you send an inspection, the document opens up as an editable PDF, allowing the other person to easily add their signature using their mouse or touch screen. 

The Record360 Difference

Record360 makes keeping track of everything much easier. Plus, with automated reminders, the ability to manage inspections with time-stamped images and videos, geographical location, and more, you can ensure that your records are clear and indisputable. 

The Bottom Line

Record360 allows you to streamline your workflow and enhance the customer experience with an easy-to-use e-signature process. We hope that you found this guide helpful and can now use this feature to enjoy its benefits.

If you have questions or have not signed up for Record360, please contact us today!