ROSEWHAT'S NEWSign contracts and receipts right on the screen
Upload your consignor and vendor contracts once. Consignors then sign with a finger on a phone or tablet, or with the mouse. Payout receipts and take-in receipts are signed the same way, the signature prints on the receipt, and every signed copy is saved as a PDF in the File Manager.
Your contract, your words
Upload a Word (.docx), OpenDocument (.odt), RTF, PDF, text or web page file. Rose turns it into a page that fits a phone or a desktop, and fills in fields like {{NAME}}, {{ACCOUNT}} and {{SPLIT}} for each consignor.
Sign with a finger
A signature box that follows the screen size: a finger or stylus on a phone or tablet, or the mouse on a computer. Type the printed name, tick “I agree”, done.
Payout receipts
After MAKE PAYMENT the consignor signs the payout receipt. The signature prints in the “Signed by consignor” box on the receipt, in Rose and in myPortal. Older payouts can be signed from the SIGNED column.
Take-in receipts
COMPLETE TAKE-IN opens the take-in receipt with your terms and the list of items to sign. The signature and the terms print on the take-in receipt.
A folder per contract
Every signed copy is saved as a PDF in the File Manager, in a folder for that contract (“Contract 1001”). Folders can be created, renamed, deleted and moved to another contract.
Skip any time
Every sign sheet has SKIP. Nothing is held up: sign it later from the contract or the payout receipts list.
Send reports to myPortal
NEW: any report you open for a contract (account activity, statements, receipts) has SEND TO MYPORTAL in its preview. Give it a title and it appears in that person’s MY DOCUMENTS and under the contract’s Digital contract documents.
One report, many vendors
NEW: EXPORT TO FILE MANAGER on any report preview, then SEND TO MYPORTAL – tick the vendors or consignors it’s for and each gets it in MY DOCUMENTS. The File Manager now lists your own folders first, then loose files, then contract folders.
Their own folders
NEW: consignors and vendors can make folders in MY DOCUMENTS and move their documents between them. Folders are free; they only sort what they see in myPortal.
MY DOCUMENTS in myPortal
Consignors and vendors see their signed contracts and payout receipts for free. With Portal Pro they also see take-in receipts and the reports you send, and can upload their own PDFs and pictures, which show on the contract in Rose too.
Set it up
- Upload your contractsGo to Administration → Settings → Digital contracts (under Consignor default settings) and upload your CONSIGNOR CONTRACT and VENDOR CONTRACT. Click PREVIEW to check them with sample details.
- Add your take-in terms (optional)Upload TAKE-IN RECEIPT TERMS for the words signed at COMPLETE TAKE-IN. Without them, the receipt’s own wording is used.
- Check your receipt wordingThe payout message top / bottom and the check message moved here from Messaging. They print on the payout receipt and the check, as before.
- SignCreate a contract (the sign sheet opens by itself) or open one: Contracts → the contract → Digital contract → SIGN. After signing, tick send a copy to e-mail the PDF.
Step-by-step guides
Questions
Which files work best?
Word (.docx) keeps headings, bold, lists and tables best. A PDF keeps its words but not its layout. Up to 10 MB.
Where are the signed copies?
In ☰ → File Manager, in the contract’s folder, and on the contract under Digital contract, where you can open the PDF or e-mail it again.
Does this change my payouts or take-ins?
No. Payouts and take-ins work exactly as before. The signature is kept on its own and printed on the receipts; skipping leaves the receipt as it always was.
Do batch payouts ask for a signature?
No. Batch payouts are made without the consignor there. You can still have a payout signed later from the SIGNED column of the payout receipts.
What if the e-mail can’t be sent?
The signed copy is still saved in the File Manager and on the contract. Try E-MAIL A COPY again later.
Who sees which documents in myPortal?
Everyone sees their signed contracts and payout receipts marked for myPortal. Take-in receipts, reports you send and their own uploads need Portal Pro ($13/mo). Without it they see how many more documents are waiting and an UPGRADE TO PRO button. This is the same for consignors and vendors.
Can I remove a report I sent, or a file they uploaded?
Yes. Open the contract, go to Digital contract and click REMOVE beside it. Signed contracts and receipts can’t be removed this way.