Work Package 2 User Manual

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Brittney Russell
6 years ago
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1 Work Package 2 User Manual

2 Contents 1. Introduction Edit Podium Re-Applications Contract Wizard Supporting Documents Electronic Process Manual Process Archive Signio Support Table of Figures Figure 1: Podium... 3 Figure 2: Podium Download...4 Figure 3: Downloaded Podium...4 Figure 4: Podium Changes... 5 Figure 5: Podium Change Notification... 5 Figure 6: Contract Request... 5 Figure 7: Request Notification... 6 Figure 8: Application... 7 Figure 9: Customer Search... 7 Figure 10: Error Message... 8 Figure 11: Search Results... 8 Figure 12: Search Error... 8 Figure 13: Contract Wizard... 9 Figure 14: Contract Wizard with Validations... 9 Figure 15: Contract Wizard without Validations... Error! Bookmark not defined. Figure 16: VAP Selections Figure 17: Ready for Contract Generation Figure 18: Electronic Signing Figure 19: Prepare for signing Figure 20: Error Message Figure 21: Signing Information Figure 22: Sign Figure 23: Buyer's Signature Figure 24: F&I Signing Figure 25: F&I's signature Figure 26: Submit Contract Figure 27: Notification Message Figure 28: Inbox State Figure 29: Manual Signing Figure 30: Supporting Documents Figure 31: Submission in Progress Figure 32: All Documents Submitted A Lightstone Company 1 of 20

Figure 33: Supporting Documents... 17 Figure 34: Fax Cover Sheet... 17 Figure 35: Sheets... 15 Figure 36: Fax Date... 18 Figure 37: Archive Landing Page... 18 Figure 38: Search Results.

3 Figure 33: Supporting Documents Figure 34: Fax Cover Sheet Figure 35: Sheets Figure 36: Fax Date Figure 37: Archive Landing Page Figure 38: Search Results Figure 39: Results Returned Figure 40: Documents Displayed NOTICE This document contains confidential information that is proprietary to Signio (Pty) Ltd. No part of its contents may be used, copied, disclosed or conveyed to any party in any manner whatsoever without prior written permission from Signio (Pty) Ltd. A Lightstone Company 2 of 20

4 1. Introduction This document serves as a user manual for SBSA in the Signio system. 2. Edit Podium All deals with their relative information are displayed in the podium and will give an indication of what state the deal is in, e.g. Contract Ready, Application Approved and Application Declined. Figure 1: Podium Click on an application approved or declined link to open the podium screen. A Lightstone Company 3 of 20

5 Figure 2: Podium Download Click on the Download button to display the podium in PDF format shown in the following figure: Figure 3: Downloaded Podium A Lightstone Company 4 of 20

Figure 5: Podium Change Notification A notification message will be displayed to inform you that your podium change has been submitted

6 Figure 4: Podium Changes Make your changes to the podium on the right hand side columns. When all changes have been made, click on the Submit button to save your changes. Figure 5: Podium Change Notification A notification message will be displayed to inform you that your podium change has been submitted successfully. Figure 6: Contract Request Check the Contract Request checkbox to request a contract. Complete the banking and invoice details if necessary. Click on the Submit button to request a contract. A Lightstone Company 5 of 20

7 Figure 7: Request Notification A notification message will be displayed to inform you that you have successfully requested a contract. A Lightstone Company 6 of 20

Click on the SBSA Re-application link to go to the following screen: 1 2 3 4 Figure 9: Customer Search 1.

8 3. Re-Applications Re-Applications can be submitted for customers who have already submitted an application to SBSA. Figure 8: Application To do a re-application for an existing customer, you first need to search for that customer. Click on the SBSA Re-application link to go to the following screen: Figure 9: Customer Search 1. Select what type of identification document the customer has. 2. Type in the customers identification number. 3. Select whether the customer has given his/her consent. 4. Click on the Search button when all necessary information has been completed. A Lightstone Company 7 of 20

Figure 10: Error Message This is an example of how an error message would look like if one or more of the fields described in figure 12 are not completed.

Figure 11: Search Results After the system has searched for the existing customer, the results will be shown underneath the search criteria.

9 Figure 10: Error Message This is an example of how an error message would look like if one or more of the fields described in figure 12 are not completed. Complete the information indicated in the error message and click on the Search button again. Figure 11: Search Results After the system has searched for the existing customer, the results will be shown underneath the search criteria. Click on the Re-Application link to open the application. Figure 12: Search Error This notification will be displayed when no search results have been found. This notification gives you a link to capture a new application or you can just close the screen. A Lightstone Company 8 of 20

Figure 14: Contract Wizard with Validations Highlighted are the required fields you need to complete

10 4. Contract Wizard Figure 13: Contract Wizard The Contract Wizard is used to generate a contract to sign contracts electronically or manually. Figure 14: Contract Wizard with Validations Highlighted are the required fields you need to complete before requesting a contract. In this section of the Contract Wizard all VAP products are displayed. Select the products that the client wants to purchase. A Lightstone Company 9 of 20

11 Figure 15: VAP Selections Figure 16: Ready for Contract Generation When al selections have been made, you can either sign the contract manually or electronically. A Lightstone Company 10 of 20

Figure 18: Prepare for signing Click on the pink icon to sign the document on the signing pad.

12 Figure 17: Electronic Signing If you have clicked on the Sign Electronically button, this screen will be displayed at the bottom of the contract. Figure 18: Prepare for signing Click on the pink icon to sign the document on the signing pad. Figure 19: Error Message This error message will be displayed if the user submits the contract without signing. Click on the OK button and continue the signing process. A Lightstone Company 11 of 20

Figure 20: Signing Information Type in the customer s name and surname and select

For the Buyer signature always select the option that states: I am signing this

Figure 21: Sign The customer uses the electronic signing pad to capture his/her

13 Figure 20: Signing Information Type in the customer s name and surname and select the reason for signature. For the Buyer signature always select the option that states: I am signing this document to confirm that it has been reviewed and then click on Sign. Figure 21: Sign The customer uses the electronic signing pad to capture his/her signature. If the customer is not happy with the signature, click on the Clear button to resign. Figure 22: Buyer's Signature A Lightstone Company 12 of 20

Figure 24: F&I's signature After all necessary parties have signed the contract, click on the Submit button to submit the

14 Figure 23: F&I Signing Only users with a LawTrust certificate will be allowed to facilitate electronic sign-off. Select the certificate that was issued in your name. Figure 24: F&I's signature After all necessary parties have signed the contract, click on the Submit button to submit the contract to SBVAF. The system will prompt you with a notification message, if the contract has been printed click on the Yes button to proceed. Figure 25: Submit Contract A Lightstone Company 13 of 20

15 Figure 26: Notification Message This notification message will inform you that the contract was submitted successfully. Figure 27: Inbox State After the contract has been submitted, the state on the podium will change to Contract Submitted. If you have clicked on the Sign Manually button, the contract will be available for printing in a PDF form. Figure 28: Manual Signing A Lightstone Company 14 of 20

16 5. Supporting Documents Supporting Documents is a functionality that Signio offers to submit applicant s documents and send it to the bank electronically. Figure 29: Separator Sheets When submitting supporting documents to the banks, separator sheets needs to be downloaded. These sheets distinguish the different supporting documents from each other when the bank receives them. The sheets can be downloaded and used multiple times as it is not deal specific. Figure 30: Sheets After you have clicked on Build Sheets, all selected cover sheets will be available in a PDF document for you to save and print. Each cover sheet should go on top of the various supporting documents that you would like to fax. A Lightstone Company 15 of 20

Scan Process 1 6 3 2 4 5 Figure 31: Supporting Documents 1. Click on the Browse button to upload documents. 2. The separator sheets will distinguish the document type, if however it states unknown you may select the right document type.

An image of the documents you have uploaded will be displayed. 6. Click on the Upload / Apply button to upload all documents selected and save the changes made.

17 Scan Process Figure 31: Supporting Documents 1. Click on the Browse button to upload documents. 2. The separator sheets will distinguish the document type, if however it states unknown you may select the right document type. 3. Check the Select All checkbox if you would like to submit all documents uploaded. 4. Check the Delete checkbox to delete the incorrect documents. 5. An image of the documents you have uploaded will be displayed. 6. Click on the Upload / Apply button to upload all documents selected and save the changes made. Figure 32: Submission in Progress Submission of supporting documents is In Progress. Figure 33: All Documents Submitted A Lightstone Company 16 of 20

18 Documents have been submitted successfully. Fax Process 1 Figure 34: Supporting Documents 1. Click on the Download Fax Cover button to download the cover sheet for your supporting documents that you will be faxing to the bank. The following image is an example of a fax cover sheet; please note that this cover sheet is deal specific. In order to fax documents to the banks the separator sheets needs to be used and the fax number displayed on the cover sheet should be used. Figure 35: Fax Cover Sheet A Lightstone Company 17 of 20

This screen will be displayed after Signio has received the fax. 1 2 Figure 36: Fax Date 3 4 1. Check the Upload checkbox and then click on Upload / Apply (nr.

19 This screen will be displayed after Signio has received the fax. 1 2 Figure 36: Fax Date Check the Upload checkbox and then click on Upload / Apply (nr. 4) in order to upload your document to Signio. 2. Check the Remove checkbox to remove this fax date to create a new one. 3. Click on the View link to view the cover sheets you have built. After the supporting document have been uploaded to Signio (nr. 1), the scan process follows to submit the supporting document to the bank. 6. Archive Figure 37: Archive Landing Page Complete the information in the form and click on the Search button. A Lightstone Company 18 of 20

20 Figure 38: Search Results If you have searched for a client and the results returned is 0, you have either entered the wrong information or there is no such client in the database. Figure 39: Results Returned If you only searched by surname and one or more results have returned, enter the client name to refine your results. A Lightstone Company 19 of 20

21 Figure 40: Documents Displayed When you have found the client you are looking for, al information about that client and documents uploaded for that client will be displayed. 7. Signio Support Signio Support Helpdesk can be contacted at any time for system related assistance or to log issues on the Online Ticket Resolution System (OTRS) by using the following methods: Southdowns Office Park, Block B 2 nd Floor, Cnr John Vorster & Karee Street Highveld, Centurion +27 (0) A Lightstone Company 20 of 20

Broadcast +Fax Quick Start Guide

Broadcast +Fax Quick Start Guide Broadcast Email+Fax Quick Start Guide This guide provides information on setting up and submitting an Email broadcast job. There are 5 steps in creating your job and submitting it for distribution. The