--- title: Compliance Forms (Two Signing Ceremonies) description: Customers have two signing ceremonies - at sales department, and at the F&I Office. --- [Skip to content](https://knowledgebase.thedealersconcierge.com/knowledge/compliance-forms-two-signing-ceremonies#main-content) English Show submenu for translations ![Logo (4).png\]](https://knowledgebase.thedealersconcierge.com/hs-fs/hubfs/Logo%20(4).png?height=40&name=Logo%20(4).png) Open main navigation Close main navigation - English Show submenu for translations Your TDC Knowledge Navigator - There are no suggestions because the search field is empty. 1. [Knowledge Base](https://knowledgebase.thedealersconcierge.com/knowledge?hsLang=en) 2. [Pre- and Post- Purchase Forms](https://knowledgebase.thedealersconcierge.com/knowledge/pre-and-post-purchase-forms?hsLang=en) # Compliance Forms (Two Signing Ceremonies) ## Customers have two signing ceremonies - at sales department, and at the F&I Office.   ### Step #1 Prepare the transaction for the signing ceremony.   1\. Select the appropriate Financing Type and whether the deal is LBO.  2 Assig staff members: sales rep, sales manager, finance manager. 3\. If the dealership is generating initial Purchase Ordre via TDC - enter the deal information: vehicle sale price (retail)/lease term & monthly payment (lease), rebates, down payment, sales tax, trade dollar amount, we owe.  ![Horizontal Images HubSpot (1)](https://knowledgebase.thedealersconcierge.com/hs-fs/hubfs/Horizontal%20Images%20HubSpot%20(1).png?width=688&height=387&name=Horizontal%20Images%20HubSpot%20(1).png) 3.Add Vehicle For Purchase Info. Click "Add" under the Vehicle For Purchase Section, start typing the Stock # (ensure the CAPS LOCK is ON), the vehicles selection from your inventory will open - select the vehicle.  ![Vehicle for purchase-1](https://knowledgebase.thedealersconcierge.com/hs-fs/hubfs/Vehicle%20for%20purchase-1.png?width=688&height=142&name=Vehicle%20for%20purchase-1.png) 4\. Add Vehicle For Trade Info (if there is one) ![Vehicle for purchase](https://knowledgebase.thedealersconcierge.com/hs-fs/hubfs/Vehicle%20for%20purchase.png?width=688&height=189&name=Vehicle%20for%20purchase.png) Ensure the status is "File Complete" before triggering forms for signatures. ![Tag (1)](https://knowledgebase.thedealersconcierge.com/hs-fs/hubfs/Tag%20(1).png?width=282&height=72&name=Tag%20(1).png) ### Step #2 Request Signatures of  Pre-Purchase Forms ![Horizontal Images HubSpot (13)](https://knowledgebase.thedealersconcierge.com/hs-fs/hubfs/Horizontal%20Images%20HubSpot%20(13).png?width=688&height=387&name=Horizontal%20Images%20HubSpot%20(13).png) ### Step #3 Customer Signs Docs 1\. Customer logs into EXISTING TRANSACTION (on the kiosk) 2\. Customer clicks on "E-Sign" Pre-Purchase Docs 3\. Customer goes through the signing ceremony. ![Horizontal Images HubSpot (2)-png](https://knowledgebase.thedealersconcierge.com/hs-fs/hubfs/Horizontal%20Images%20HubSpot%20(2)-png.png?width=688&height=387&name=Horizontal%20Images%20HubSpot%20(2)-png.png) When the ceremony was complete, the uses will see two  indicators on the dashboard.  **The checkmark will appear** next to the "Pre-Purchase Forms"  ![Horizontal Images HubSpot (14)](https://knowledgebase.thedealersconcierge.com/hs-fs/hubfs/Horizontal%20Images%20HubSpot%20(14).png?width=688&height=387&name=Horizontal%20Images%20HubSpot%20(14).png) And the Status will turn "F&I Ready" **![Tag (2)](https://knowledgebase.thedealersconcierge.com/hs-fs/hubfs/Tag%20(2).png?width=282&height=72&name=Tag%20(2).png)** ### Step #3  F&I Managers "Request Signatures" for Post-Purchase Forms ![Horizontal Images HubSpot (17)](https://knowledgebase.thedealersconcierge.com/hs-fs/hubfs/Horizontal%20Images%20HubSpot%20(17).png?width=688&height=387&name=Horizontal%20Images%20HubSpot%20(17).png) ### Step #4 Customer Signs Docs 1\. Customer logs into EXISTING TRANSACTION (on the kiosk) 2\. Customer clicks on "E-Sign" Post-Purchase Docs 3\. Customer goes through the signing ceremony. ![Horizontal Images HubSpot (6)](https://knowledgebase.thedealersconcierge.com/hs-fs/hubfs/Horizontal%20Images%20HubSpot%20(6).png?width=688&height=387&name=Horizontal%20Images%20HubSpot%20(6).png) When the ceremony was complete, the uses will see two  indicators on the dashboard.  The checkmark will appear next to the "Pre-Purchase Forms"  ![Horizontal Images HubSpot (18)](https://knowledgebase.thedealersconcierge.com/hs-fs/hubfs/Horizontal%20Images%20HubSpot%20(18).png?width=688&height=387&name=Horizontal%20Images%20HubSpot%20(18).png) The status will turn "Delivered" ![Tag](https://knowledgebase.thedealersconcierge.com/hs-fs/hubfs/Tag.png?width=280&height=96&name=Tag.png)   - [Getting Started](https://knowledgebase.thedealersconcierge.com/knowledge/getting-started?hsLang=en) - [Buyer Portal](https://knowledgebase.thedealersconcierge.com/knowledge/buyer-portal?hsLang=en#main-content) - [Co-Buyer](https://knowledgebase.thedealersconcierge.com/knowledge/buyer-portal?hsLang=en#co-buyer) - [Co-Buyer](https://knowledgebase.thedealersconcierge.com/knowledge/co-buyer?hsLang=en) - [Dealer Dashboard](https://knowledgebase.thedealersconcierge.com/knowledge/dealer-dashboard?hsLang=en#main-content) - [Deal Jacket](https://knowledgebase.thedealersconcierge.com/knowledge/dealer-dashboard?hsLang=en#deal-jacket) - [User Management](https://knowledgebase.thedealersconcierge.com/knowledge/dealer-dashboard?hsLang=en#user-management) - [Compliance Forms](https://knowledgebase.thedealersconcierge.com/knowledge/dealer-dashboard?hsLang=en#compliance-forms) - [Pre- and Post- Purchase Forms](https://knowledgebase.thedealersconcierge.com/knowledge/pre-and-post-purchase-forms?hsLang=en) - [Remote Transactions](https://knowledgebase.thedealersconcierge.com/knowledge/remote-transactions?hsLang=en) - [Ongoing Feature Releases](https://knowledgebase.thedealersconcierge.com/knowledge/ongoing-feature-releases?hsLang=en) - [Tips & Tricks](https://knowledgebase.thedealersconcierge.com/knowledge/tips-tricks?hsLang=en) [![Chill listening crop-3](https://knowledgebase.thedealersconcierge.com/hs-fs/hubfs/TDC%20cropped.png?width=44&height=24&name=TDC%20cropped.png "Chill listening crop-3")](https://thedealersconcierge.com?hsLang=en) thedealersconcierge.com Help Center Copyright © 2026, The Dealer\`s Concierge ```json { "@context" : "https://schema.org", "@type" : "VideoObject", "contentUrl" : "https://9384091.fs1.hubspotusercontent-na1.net/hubfs/9384091/Compliance%20Forms.%20Incl.%20%20Purchase.mp4", "dateModified" : "2024-09-06T14:48:15.614Z", "duration" : "PT3M48S", "height" : 1080, "name" : "Compliance Forms. 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