---
title: eSignature
description: Learn how to send, sign, and manage electronic documents with TOOLBX eSignature.
---
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1. [TOOLBX Help Center](https://support.toolbx.com/)
2. [Documents](https://support.toolbx.com/documents)
May 8, 2025
# eSignature
### Overview
eSignature introduces a streamlined process for requesting and managing electronic signatures on documents within the **Dealer Admin** and **Customer Portal**. This feature enhances workflow efficiency for **dealers** and provides a seamless signing experience for **customers**.
### Key benefits
- **Simplifies document workflows** for dealers and customers.
- **Supports both ERP-integrated and non-integrated dealers.**
- **Provides a centralized documents tab** for tracking signature status.
- **Ensures legal compliance** with U.S. ESIGN Act and UETA standards.
### Configuration & eligibility
- **ERP integrated:** Documents can be pulled directly from the ERP. This is currently only available for Epicor BisTrack.
- **Non-integrated dealers:** Can upload local documents for eSignature.
### How to use eSignature
#### Accessing the documents tab
- Dealers access the **documents tab** through **Dealer Admin** to manage signature requests.
- Customers access the **documents tab** through the **Customer Portal** to view and sign requested documents.
#### Uploading and loading documents
- **Dealers can:**
- Search for a document in their **ERP (BisTrack)**.
- Upload a document manually from their local machine.
- All signature requests must be tied to a contact within a specific account.
#### Adding input field
- Once a document is uploaded, input fields can be added:
- **Signature field**: Allows freehand signature input.
- **Plain text field:** Used for entering names, dates, or other text.
- After positioning the fields, users proceed to the next step.
#### Sending signature requests
Choose a recipient type:
- **Existing Customer:** Search and select from registered customer accounts.
- **Guest:** Enter name and email to send a signature request to a non logged-in user.
Signature links can be sent via:
- Email and/or SMS
- Manual copy to share via any external channel
Communication fields auto-fill if a customer is selected. Guest links are **secured and tied to the provided email**, but no login is required.
#### Signing in the Customer Portal
- Customers click the signature link to open the document.
- If they are not logged in:
- **Registered customers** are prompted to sign in.
- **Guest users** can continue without signing in or optionally create an account.
- Users complete the required fields (signature or text) and submit.
#### Post-signature actions
- For registered customers, signed documents appear in the **Customer Portal** for immediate access and download.
- Guest users receive the signed document via email for reference and to download.
- Dealers receive an **email confirmation** of the signed document.
- Dealers can:
- View all signed and unsigned documents.
- View document activity history, including first opened, last opened, last and signed date.
#### Notifications
Customers receive real-time sidebar notifications in the Builder Portal for:
- New signature requests
- Quotes ready to review
### Legal and compliance
eSignature is powered by [**Documenso**](https://docs.documenso.com/users/compliance/standards-and-regulations), ensuring:
- Compliance with **U.S. ESIGN Act, UETA, and other standards.**
- Cryptographic sealing of signed documents to prevent alterations.
- Inclusion of a **signing certificate** for verification.
### Frequently asked questions (FAQs)
#### Can non-integrated dealers use eSignature?
Yes! Non-integrated dealers can upload local documents manually for eSignature requests.
#### Are signed documents stored in the ERP?
No, signed documents are stored in the dealer admin documents tab, which serves as the system of record for eSignature.
#### How can customers access signed documents?
Customers can download their signed documents from the Customer Portal after signing.
#### Is there a way to verify signed documents?
Yes. Every signed document includes a signing certificate, acting as a digital fingerprint for authenticity verification.
For additional support contact our customer success team.
- [Getting started](https://support.toolbx.com/getting-started)
- [Release notes](https://support.toolbx.com/release-notes)
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- [Customers](https://support.toolbx.com/customers)
- [Documents](https://support.toolbx.com/documents)
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