eContracting
The Contract Validation tab is used to...
Both:
-Transmit contracts to vendors for Contract Validation
-Review the status of transmitted contracts
Honda and Acura embedded eContracting utilize an external portal called...
iDeal
After each ROSEI generated form is signed and "Continue" is pressed.
What Status is displayed in the F&I Forms list when an eContract has been signed?
eCon Signed
For "Held" deals, dealerships can view the reason for the hold by...
Selecting the form with the Held status on the eDocs tab
___ must appear in the Contract Validation screen before preparing the contract for any embedded eContracting method
Validated
ECV Retail Standard / ECV Lease Standard
ROSEI eContracting utilizes the ___ form when contract validating
The most recent electronic LAW from that state
Using this report, users can review eContracting utilization, missed eContracting opportunities, and eContract deals that are still in progress
F&I Management Report
ROSEI stands for...
RouteOne Signature Execution Integration
After selecting "Auto-Link" on the eDocs tab of the eContract Management window, a pop-up appears stating...
-how many documents were linked
-how many required documents remain unlinked
To generate BMW eContracts for docuPAD or DEALSign, users should...
Retrieve Lender docs in order to pull in the contract
Once the contract has been signed, ROSEI requires users to hit ___ to save signatures in the Deal Jacket
Request Signed Copy (F11)
eContracting Assistant
The users that can edit the Vendor Setup screen in F&I Specs are the following:...
SSM
SCM
Pressing the F5 key on the eContracting Alerts window will...
Refresh the deals displaying in the eContracting Alerts window
On the "Set Default Intended Contract to Present" screen, the message that displays for BMW/Mini under the "Preferred Retail Contract" is...
"Lender Supplied"
This type of signature box is able to rotate to face the F&I Manager OR the customer...
Other
Users can access the eContract Deal Manager window by...
-clicking the eContract Deal Manager icon on the retail worksheet
-Tools --> eContract Deal Manager
only Alliance eContracting lenders
Users can see the status of funded deals with Alliance eContracting in the following screens...
-Heat Sheet
-eContract Deal Manager
-eContracting Alerts
To generate a Nissan eContract for docuPAD or DEALSign, users must...
Sign the contract in the OEM portal
(Nissan/Infiniti eContract through DealerTrack)
The requirements for the "Clear RouteOne Contract" button to appear are...
Both are required:
-Contract Validation tab is selected
-Contract Validation has been attempted with an Alliance lender
You can assign Document IDs for Auto-Linking in the following locations...
-Forms Maintenance --> eDocs
-eContracting Assistant --> "Assign Doc IDs for Auto-Link"
Dealerships will receive a pop-up when transmitting eDocs stating that the distribution may fail due to a lenders limitations, if the eDocs package is greater than ___...
20 MB