Brinks eContracts
Creating a Brinks eContract requires the logged in user to have Brinks credentials entered into SecurityTrax. To learn how to do this, see My Integrations.
Creating Brinks eContracts
Select the Signing Type. If account is a commercial account, you will also be able to select the Company Title.
Upload Attachments
On on commercial account, this section allows you to upload a file for each type.
Equipment & Installation Information
This section includes information about Equipment and Installation. Note: A billing method and an Install appointment must be added to the customer record in SecurityTraxt prior to coming to this page.
Insurance and Billing Information
Insurance and Billing information is listed here. Note that the customer must have a monthly monitoring rate, and contract in SecurityTrax prior to coming to this page.
Secondary Signer Information
Select if the Secondary Signer will sign or not. If a secondary signer will be signing, you will be prompted to enter their information.
Survey Questions
All survey questions require answers.
Downloading Completed Contracts
If embedded signing is enabled, we will automatically download the completed Contract. Please note that if we automatically downloading a complete contract we auto-unlink the eContract.
Unlinking an eContract
Linked contracts can be unlinked.
Pre Shell
- On the customer record, in the customer tab, navigate to the Central Station section.
- Select the dropdown next to the Shell Account button.
- Select Unlink eContract. Note: this option will only appear if a linked eContract exists.
Post Shell
- On the customer record, in the customer tab, navigate to the Central Station section.
- Click the Manage Account button.
- In the Account tab, click the Actions button.
- Select Unlink eContract. Note: this option will only appear if a linked eContract exists.