Send Customer e-Authorization 

You can now send documents for e-authorization in Nexsyis. Let a Nexsyis representative know if you have custom documents you would like to send out of Nexsyis. Documents can be sent by text or email. Once a document is signed, it is automatically saved into the folder under the "Documents" tab. 

Tutorial

Overview

1. Prepare the Folder to send e-Authorization
   1. Make sure the customer's last name is correctly spelled.  
   2. Communications tab set up to communicate with a text# and/or e-mail address
   3. Estimate(s) imported
   4. Photos imported and marked "Available to Customer"
   5. Document(s) scanned and marked "Available to Customer"
2. Click the "Send" button next to the "Send Customer e-Authorization date" on the Summary tab. 
3. Once the customer signs, the Send button will change to red to "Accept". Review the signed document(s) on the documents tab and then click the "Accept" button to insert the Customer Authorization date/time. 
4. A shop will be notified that the customer has signed the authorization through a "Customer" message that the customer completed the task on the Message Center screen. An e-mail will also be sent to the e-mail addresses set up for the location. 

Step One: Prepare the Folder to send e-Authorization

Customer Last Name: Make sure the customer's last name is spelled correctly. The customer will be prompted to enter their last name to verify their identity. 

Communication: Make sure the customer is set up to receive text or e-mail communication

On the Communication tab of the Folder, make sure either "Communicate by Text" or "Communicate by E-mail" is checked and that a valid address exists. 

Estimates: Make sure any estimates necessary for Customer Authorization are in the Folder

Photos: Make sure any photos necessary for Customer Authorization are in the Folder and Visible to the Customer

Documents: Make sure any documents necessary for Customer Authorization are attached to the Folder and Visible to the Customer

Your company will have determined an e-Document set that is to be sent out for Customer Authorization. Make sure you have any document types included in the Repair Authorization e-Document set scanned and attached to the Folder and that they are visible to customer. 

For example, this document set contains a scanned Vehicle Check In Sheet in addition to the Work Authorization requiring signature. 

\

On the Documents tab of the Folder, verify the Vehicle Check In Sheet has been scanned in and is visible to the customer: 

Step Two: Click the "Send" button next to the "Send Customer e-Authorization" 

Or, you can select your "Repair Authorization" template from the Communication tab and click "Send Message" 

Once sent, the button will change to say "Re-Send" and a record of the messages sent to the customer will show in the Communications tab.

The customer will receive you message with a link, via text and/or e-mail. The link will take them to a web page that will take them through the estimate, photos, scanned documents, and any documents that need digitally signed. 

Sample E-mail:

Sample Text:

Once the customer digitally signs the authorization, copies will be saved back to the documents tab of the Folder.

The customer will also receive a message with a link to view them on the Customer Portal. 

Step Three: Review and Accept the digitally signed document(s) 

Once the customer signs the authorization, a Customer message will be sent through the Message Center that the customer completed the task. An e-mail will also be sent to the e-mail addresses set up for the location. 

The "Re-Send" button will change to a red button that says "Accept".

You should review the documents in the documents tab and then click the "Accept" button. The "Customer Authorization Received" box will be checked and the date/time used will be the date & time the customer digitally signed the documents.