⚡ Quick start
Start a signing
Pick what the customer needs to sign. Then sign here, pop it up on your desk tablet, or text or email them a link.
📲 Desk tablets
⏳ Waiting to sign
✅ Recently signed
Custom packet
Check every document the customer should sign, in the order you want them read.
How will they sign?
👀 Preview customer screens
See exactly what a customer sees, step by step, with a sample customer. Nothing is saved, emailed or texted, and the PDF at the end is marked PREVIEW.
1. Preview as
2. Pick a packet
Signing link ready
Customer can scan this with their phone camera
💬 Text it with Chekkit
"Send text" texts the message below straight from the store's Chekkit number.
Copy, open the customer's conversation in Chekkit, paste (or use your Chekkit template and paste just the link), send.
✉️ Or email it
"Send email" sends a branded Review & Sign email from the store. "Open in my email app" starts the email for you to send.
Sign your documents
You'll read and initial each document, take a photo of your ID, then sign. It takes about 3 minutes.
Please hand the device to the customer
Photo of your ID
Driver's license or state ID. Lay it flat in good light — we only use this to confirm who signed.
Sign
Take a photo of your signature on white paper, or choose an image.
By tapping Agree & Sign, I agree to the document(s) above and that my electronic signature is legally binding, the same as signing on paper.
Thank you! You're all set.
Please hand the device back to our team member.
📄 Your signed copy
Scan with your phone camera to open and save your copy.
Signing links
Links sent to customers. Opened and signed status updates live.
Signed records
Check a PDF file
Choose the signed PDF. We'll check it hasn't been changed since it was signed (nothing is uploaded).
Settings
Store
Documents & wording
Edit the exact wording customers sign. ## Heading starts a section, add [initial] to the end of a heading to require initials, - makes a bullet. Every save keeps the old version, and each signed PDF records the version that was signed.
Desk tablet screensaver
Shown on desk tablets while they wait. Add your current promos — a picture (optional), a headline and a line of text.
Tablets
Website signing links
Put these on ffocartersville.com in place of the Adobe "Review & Sign" buttons. Customers type their name and invoice #, take an ID photo and sign — it lands in Records like any other signing.
One-tap quick links
Bookmark these, or drag them to your browser's bookmarks bar. Tap one and the packet opens with just name + invoice # to type, then it goes straight to where you picked. Works on any staff device that's signed in.