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Tag: Sales & F&I

How to create an eSignable document with Ready Sign

Posted on August 21, 2020January 27, 2025

Learn the steps you need to take to make any document eSignable and ready to be sent to your lender on Digital Contracting. 

Posted in Dealertrack F&I, F&I Training, Onboarding & Learning, Vidyard - All Players, Vidyard - F&I ExternalTagged Dealertrack F&I, digital contracting, Sales & F&I, Training, video

How To Upload Stips From your Computer

Posted on August 21, 2020January 27, 2025

Learn how to upload documents from your computer into the funding package using Local File Upload.

Posted in Dealertrack F&I, F&I Training, Onboarding & Learning, Vidyard - All Players, Vidyard - F&I ExternalTagged Dealertrack F&I, digital contracting, Sales & F&I, Training, video

How to Upload Stips Using your Tablet

Posted on August 21, 2020January 27, 2025

Learn how to easily upload stips on your tablet using point and shoot capture technology.

Posted in Dealertrack F&I, F&I Training, Onboarding & Learning, Vidyard - F&I ExternalTagged Dealertrack F&I, digital contracting, Sales & F&I, Training, video

Digital Contracting DMS Integration Guide – Dealertrack DMS

Posted on July 22, 2020January 27, 2025

Follow our guide to learn how to import your deal into Digital Contracting from Dealertrack DMS

Posted in Case Studies, Dealertrack DMS, F&I TrainingTagged digital contracting, DMS Integration, Guide, Sales & F&I, User Guide

Ready Sign User Guide

Posted on July 7, 2020January 27, 2025

Follow our step-by-step guide to learn how to add signature fields to any deal document and make it eSignable. 

Posted in Dealertrack Registration & Title, Dealertrack Resource Library, F&I Training, In-State Registration & Title, Out-of-State Registration & TitleTagged Dealertrack uniFI, digital contracting, Guide, Info Sheet, Sales & F&I, User Guide

Digital Contracting DMS Integration Guide – Advent

Posted on June 5, 2020January 27, 2025
Follow our guide to learn how to import your deal into Digital Contracting from Advent DMS.
Posted in Dealertrack DMS, Dealertrack Resource Library, F&I TrainingTagged Dealertrack F&I, digital contracting, DMS Integration, Guide, Info Sheet, Sales & F&I, User Guide

Digital Contracting DMS Integration Guide – Reynolds & Reynolds

Posted on June 5, 2020January 27, 2025

Follow our guide to learn how to import your deal into Digital Contracting from Reynolds & Reynolds DMS.

Posted in Dealertrack DMS, F&I TrainingTagged Dealertrack F&I, digital contracting, DMS Integration, Guide, Info Sheet, Sales & F&I, User Guide

CDK Integration Guide

Posted on June 5, 2020January 27, 2025

Reduce data re-entry and import deal data directly from your DMS provider.

Posted in (Hidden) DMS Source, (Hidden) F&I Source, Case Studies, Dealertrack DMSTagged digital contracting, Sales & F&I

Local File Upload on Digital Contracting Guide

Posted on April 17, 2020January 27, 2025

Access a faster workflow with a new Digital Contracting enhancement—Local File Upload. 

Posted in Dealertrack F&I, F&I Training, Info Sheets, Onboarding & LearningTagged assisted remote signing, Dealertrack, Dealertrack F&I, digital contracting, eContracting, Guide, Info Sheet, Sales & F&I, User Guide

In Store Signing with Digital Delivery Guide

Posted on April 17, 2020January 27, 2025

Streamline the signing ceremony through a  paperless signing experience with Digital Delivery.
 

Posted in F&I Training, Info SheetsTagged assisted remote signing, Dealertrack, Dealertrack F&I, digital contracting, eContracting, Guide, Info Sheet, Sales & F&I, User Guide
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