When an installation or financing agreement is e-signed outside of Sighten or of EverBright or if it is wet-signed, it will need to be uploaded to the associated quote tile on the quote pageplatform. Use the following steps once you are in the correct job.
Navigate to the quote page by clicking on the "quote" icon in your toolbar.
Then, scroll down to the quote tile(s). Ensure that you are selecting the matching quote tile - you can do this by matching the number on the quote tile with the number in the quote table.
Then, on the quote tile, press the upload button, which will then prompt you to select your contract / agreement.
Once you've selected it and pressed Ok, you've completed the upload!contract phase, add a quote, and successfully Send E-sign.
Once this is completed, the Upload button will no longer be grayed out.
After clicking on Upload, you'll be prompted to choose a document. Select the corresponding document. Once the upload is successful, the Contract Status will then be marked as Completed.
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