CounterSign Setup (eSign Counter)

  
This article will explain the eSign Counter setup process, as well as how to set up basic information in the Point of Rental software. The eSign module will need to be configured before use. If you do not have eSign please contact our Sales team for more information.
 

Topics included in this article
 

• Adding Your Logo

• Getting eSign API and Username

• eSign Setup in Point of Rental

• Configure Parameter Settings

• Configure you CounterSign Device

• Where to Find the Register Name in Point of Rental

• Setting up the Terminal for Countersign

• Create a Shortcut on the Home Screen of your Tablet Devic

• Troubleshooting

Prerequisites
 

1. A Wifi network MUST be in place for the device to connect to.
 

Note: Should be the same as the company's WiFi.

2. Install a Chromium-based Browser on the device. You can download this from the Apple App Store or Google Playstore.

Adding Your Company Logo

Complete these steps from a separate computer, not the tablet device.

1. Go to https://rentalesign.com.
 

2. Login using your existing eSign username and password. You can use the forgot password link if you don't remember it.

3. Go to Configuration > Company Configuration and then click on Logo.
 

4. Upload your logo adhering to the dimension restrictions provided: maximum of 250px X 100px.

5. Once the logo has been uploaded, click Save.

 

Getting eSign API and Username

To connect your software to start using eSign you will need to grab the API Key as well as the username that is associated with the account.
 

1. Go to rentalesign.com. This might be different if you are in a different region.
 

2. Go to your Configuration > Company Details. From here you will be able to get the API Key and Username.

eSign Setup in Point of Rental

Here's how to get there

Expert: Program Menu > Configuration > Reports and Notification > System Email Setup > eSign Setup

Elite: Configuration Gear > Legacy (Core) Options > App Configuration > Reports and Notification > System Email Setup > eSign Setup
 

1. Enter the username and API Key in the appropriate fields.

2. If you have separate eSign accounts for each of your stores, the proper username and API Key needs to be entered for each.
 

eSign Username - This is the username you set up on your eSign web page.
 

eSign API Key - Enter the API Key from your eSign web page.
 

eSign Server - This can be left blank.
 

Notifications Email - Enter the email address that will receive notifications when sending or receiving an eSign document.
 

Notifications - You can send a notification to the 'sending employee,' sending store, or both.
 

Use High Security - Checking this box gives an extra level of security. The receiving party will be prompted with a message to enter their email, confirming they are the correct party to sign the document. With the box unchecked, no message will be displayed.

 

 Configure Parameter Settings

Here's how to get there
Expert: Program Menu > Configuration > System Configuration > Parameters
Elite: Configuration Gear > Legacy (Core) Options > App Configuration > System Configuration > Parameters
 

1. Go to your Setup tab to choose where to force signatures on contracts.

2. Go to the Contracts tab.

3. Choose the Default format for Countersign in the Contracts tab. If you do not choose one it will choose the Store Default Settings.

 Configure your CounterSign Device

You'll need to have the Register ID for the computer terminal to complete this step. To learn how to get this information see the topic "Where to Find the Register Name in Point of Rental."

1. Open a Chromium-based browser on the tablet.
 

2. Enter the countersign URL:  https://rentalesign.com/countersign.  This might differ depending on the region you were set up in.
 

3. Login using your existing eSign username and password.
 

4. Enter a name for the device (i.e., the name of the tablet).
 

5. Enter the Register ID for the register associated with the device. The Register ID is the name of the Point of Rental user profile that will be using the device.

Where to Find the Register Name in Point of Rental

Expert: Look at the bottom of the Program Menu. It is to the right of the date.



Elite: Right Menu > '?' icon > 

You will find the terminal name under the operator information.


 

Setting up the Terminal for Countersign

Expert: Counter System > Tools > Print Setup > Advanced


 

1. Select Modify and enter “Countersign” in the Signature Filename Field.

2. Click OK.
 

Elite: Operator Information > Operator Information > Print Setup

1. Click on the Advanced Tab.

2. Click Modify and enter “Countersign” in the Signature Filename Field.
 

3. Click OK.
 

Create a Shortcut on the Home Screen of your Tablet Device

1. Select the 3 vertical dots in the upper-right screen of the Chrome web page.

2. Select the ‘Add to Home screen’ option from the list.

3. Select the ‘Add’ option. 

4. You will get 2 messages stating the web page was sent to the Home Screen and that an icon has been created on the Home Screen.

5. The icon will now be on the Home Screen of the tablet and will load the web page automatically.

Troubleshooting

• Although utilized with Expert/Elite, it is important to understand that CounterSign is an Essentials product that the customer must purchase, set up an account through rentalesign.com, and configure within their software. A customer may be licensed for Countersign in Expert/Elite but not active on Rentalesign.com (Essentials) side. To troubleshoot, check the license in Expert and Elite but also have the customer sign in to Rentalesign.com.
• Receiving the following error message: Email Address: for OpNo___ when selecting get signature from the print screen indicates there is no email address for this employee under Security>Employee Id.
• When sending out a countersign document, receiving the following message could indicate a billing issue. Verify credit card information on file is updated and correct. Usually means, credit card has been declined.

• When sending out a countersign document, receiving the following message could indicate the customer’s CounterSign’s module has been unlicensed. Verify that the customer has been licensed to send CounterSign signature requests with an eSign/CounterSign Support Specialist.