Topics included in this article

eSign Setup
Using eSign
Using CounterSign
Check Status/Re-print the Document

Which documents are eligible for eSigning or CounterSigning?

Syrinx now integrates with Point of Rental’s eSign system when printing the below documents from within Syrinx:

Advice Note
Customer Service Job (Estimate)
Delivery Note
Hire Confirmation (Contract Confirmation Note)
Hire Contract
Hire Quote
Off Hire Collection

eSign Setup

Setting up requires an account name, password, and a server URL. Please note that this information will be provided to you when you sign up for the eSign module.

These are added to the system via the “ESign” tab ofSyrinx SP Configuration\System Options\General:

Using eSign

Once enabled, there is a new button on the report ribbons called E-Sign (also available on crystal reports). If you print the document to your screen, you can then select eSign from the Ribbon.

When you press this button, it will create a temporary PDF for the report and then present the user with the following
options:

Contacts To Sign	These are contacts against the customer with email addresses – the document will be sent to these contacts to sign.
Available Staff	These are staff members with email addresses. You can use the Add/Remove buttons to move staff members to/from the “Send Notification of Signing” area. The tick boxes and the Find box can be used to filter the list of staff members.
Send Notification of Signing	Any staff members added to this area will receive an email notification when the document is signed.
Min Signatures Req	This is the number of minimum signatures for the document to be accepted as “Complete” – this must be between 1-10 and cannot be more than the number of contacts that are signing.
Email Templates	These fields allow you to define specific email templates to be used when emailing specific document types. Any templates listed here must be held in C:\ProgramData\Higher Concept\SyrinxSP v4\extras on the client PCs. If left blank, the system will use the default email template in use by the Syrinx client:

Pressing OK will send an email to each of the contacts, and they will receive a link to sign the document. Clicking the link
will take them to the webpage where they can sign (or reject the document):

This can also be pre-set in the configuration. Once ready, click Send.

The customer will then receive the email. All they need to do is click on the link, which will take them to the signature page.

They will see an electronic version of the contract.

Once they scroll to the bottom, they can sign the document by clicking the yellow signature box.

They then can do text input, i.e., their name.

Once signed, they can click Sign Document. To finalise, they will need to click Sign Document.

The customer will then need to tick the box to agree and have the option to send a copy to themselves. If you select a staff member to get notified, they will have received a notification of the document being signed.

Using CounterSign

From Syrinx 4.37.5, if E-Sign has been enabled, users can also make use “Countersign” via the ESign tab of Syrinx SP
Configuration\System Options\General:

This option is enabled if eSign details have been added and allows users to take customer signatures via a web browser on a tablet device.

When the option is enabled, the print preview ribbons in Syrinx will display a “CounterSign” button:

Like E-Sign, Countersign is available to the Hire Contract, Hire Confirmation, Advice Note and Customer Service Job
Estimate documents. The Countersign device (e.g. tablet) needs to be configured by connecting to the countersign URL:
https://rentalesign.co.uk/countersign . The “register” value will be the depot name that the user is logged into and if there
is also an associated till, then suffixed with the till name e.g. Reading or Reading:Till1

The customer will then sign the document on the countersign device. Uploaded and signed documents are shown in the
existing “ESign Status” screen: