Send Customer e-Authorization 

You can now send documents for e-authorization in Nexsyis via text or email. If you need custom documents added, contact a Nexsyis representative.

Signed documents are automatically saved in the folder’s Documents tab.

Tutorial

Overview

1. Verify the customer’s last name is spelled correctly.

2. Ensure the Communications tab has a valid text number and/or email address.

3. Import the estimate(s).

4. Import photos and mark them as "Available to Customer."

5. Scan documents and mark them as "Available to Customer."

6. On the Summary tab, click the Send button next to "Send Customer e-Authorization Date."

7. After the customer signs, the Send button will turn red and change to Accept. Review the signed documents on the Documents tab, then click Accept to record the Customer Authorization date/time.

8. The shop will be notified of the signed authorization via a "Customer" message in the Message Center and an email sent to the location’s configured addresses.

Step One: Prepare the Folder to Send e-Authorization

• Customer Last Name: Verify the customer’s last name is spelled correctly. The customer will be asked to enter their last name to confirm their identity.

• Communication: Ensure the customer is set up to receive texts or emails.

• On the Communication tab of the Folder, confirm that either Communicate by Text or Communicate by E-mail is checked, and that a valid phone number or email address is entered.

Estimates: Ensure all estimates required for customer authorization are included in the Folder.

Photos: Ensure all photos necessary for Customer Authorization are in the Folder and Visible to the Customer.

Documents: Ensure all documents necessary for Customer Authorization are attached to the Folder and Visible to the Customer

Your company defines the e-Document set for Customer Authorization. Ensure all required documents in the Repair Authorization set are scanned, attached to the Folder, and marked visible to the customer.

For example, this set may include a scanned Vehicle Check-In Sheet along with the Work Authorization that requires a signature.

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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 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 a message via text and/or email with a link. This link opens a webpage that guides them through the estimate, photos, scanned documents, and any documents requiring a digital signature. 

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 appear in the Message Center confirming completion. An email notification will also be sent to the location’s designated addresses.

The “Re-Send” button will change to a red “Accept” button.

Review the signed documents under the Documents tab, then click “Accept.” This will check the "Customer Authorization Received" box and apply the date and time the customer signed.