How to synchronize contracts in SELL&SIGN?
When to use contract synchronization in SELL & SIGN?
The synchronization of contracts is linked to the use of the SELL&SIGN solution in offline mode, i.e. when a document is signed face to face on a tablet, mobile or other device via the application, in an area where there is no internet connection.
How does contract synchronization work in SELL & SIGN?
The synchronization of contracts is linked to the use of the SELL&SIGN solution in offline mode, i.e. when a document is signed face to face on a tablet, mobile or other device via the application, in an area where there is no internet connection.
How does contract synchronization work in SELL & SIGN?
Down synchronization:
1. When you initiate a transaction from your browser (computer, mobile or tablet), after having loaded your PDF, you will have the option of checking the box "Make available offline".
Then, you can choose to define the possible options of the contract as well as the signer(s) in order to facilitate you the seizure during the signature which will take place later, face to face, with the customer.
Your transaction is ready to be recovered on your mobile device.
2. Once on your mobile device, go to the menu at the top left and select "Synchro".
Once the transaction is signed face to face in offline mode, you now want to forward the information.
When you find the network, a window in the application will offer to synchronize.
A - "synchronize" button: allows you to upload signed contracts created offline on the back office
B - "Complete" button: allows you to do a complete synchronization that resets all the data
(of the course, of the customer base, and of the contracts).
For example, it will update the routes. Attention, if contracts are in progress they will be lost.
C - "Incremental" button: allows you to update the application in relation to the data coming from the back office, contractual base, customer base, type of contract.
D - "Clean" button: allows you to delete the current offline contracts.
Special case: When you have several licenses and you want to switch from an A license to a B license on the mobile application. We strongly recommend that you do a "full upward synchronization" in order to back up and save all your contracts.
What you should remember: It is possible to start a contract face to face offline and to finish it once the network is found; in the same way as it is possible to prepare beforehand a contract at the office then make it accessible by checking on "make available offline" for a delayed signature face to face without network or then it is possible to initiate a transaction completely in offline mode.
If you need further assistance, please send an email to our support team at support@calindasoftware.com
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