Compass e-Signing Support

Compass supports electronic document signing. This allows franchisees to send the customer a doc to e-sign at one of several points:

- When the estimate is approved

- When the job is about to start

- After the job is finished

This is designed to let franchisees cover:

- Having the customer e-sign the quote/estimate to accept it

- Having the customer e-sign before the work starts to indicate acceptance of all the various requirements

- Having the customer e-sign work acceptance after its done and accepting the warranty etc

The system has been designed to be pretty flexible:

- We support arbitrary PDFs containing whatever they want

- We can add fields that the franchisee fills in (such as if they want to be able to check a box to indicate "The SRS portion of our warranty applies")

- We can add fields that the customer fills in, along with signature blocks themselves (such as having the customer initial something, or type in their favorite coffee flavor)

- We also support optionally attaching the quote/invoice to their document. So some locations will want the customer to 'sign off on the estimate' and then include various boilerplate warranty docs as well. Others don't want to send the estimate/invoice. We support both.

Here's how it works in practice:

1) Tell the customer to give you their document that they want the customer to esign. Must be in PDF format. If they want the customer to fill in any fields/checkboxes, or sign in any particular places, it should be obvious or they should document that for you (i.e. "we want the customer to have a free text field to type in their favorite color poodle somewhere in page 2")

2) MMIT is in charge of converting the doc to be a signable document (details below)

3) We then add that doc for that specific franchisee to Compass

4) We then go into the franchisee settings and enable e-signing for them.

So:

1) Get the customer document. 

Things to ask for:

- Please give us a copy of your document you want the customer to e-sign. If you wish the invoice/estimate to be included, so that the customer also acknowledges/signs off on this, please let us know. Your invoice/estimate will be included ahead of the document you povide.

- Please let us know if any non-obvious fields should be customer-fillable or fillable by yourself

- If it is not clear which fields you (as the franchisee) wish to complete on the customers behalf, please tell us.

2) Add that document to DocSpring

- Login to docspring, click to create a new template.

- upload the PDF

- IMPORTANT: in doc settings set the Embed Domains to "127.0.0.1:8000,phoenix,alpha.miraclemethodoffice.com,prod.miraclemethodoffice.com,miraclemethodoffice.com"

- Add all the fields as needed. Ensure the fields are given sensible names, you'll need these later.

- You MUST add a field (text field) to the PDF called 'signing_id'. Leave the defaults alone, and put it in an inconspicious spot. This ID is used to connect up data. 

- Note the template ID (begins with tpl_)

3) Now, register this document in Compass. 

- Go into global settings -> esigning templates

- Add the template for the relevant franchisee, entering the TPL ID when prompted. 

- You'll then be asked to configure which fields (that you defined in step 2) are to be filled by the franchisee, and which are to be filled by the customer

4) Now go click 'test' and confirm that the testing 

5) Once saved, go into the Company Settings->General Settings and enable ONE of the checkboxes to e-sign (e-sign at estimate acceptance, before job, or after job)

Notify the franchisee that this feature is now enabled. Encourage them strongly to try it out on a dummy customer before using with real customers