How To Push PDFs From TDC Deal Jacket To DMS?

Note: This feature is available only to select dealers. Verify availability with your management.

Context:
The TDC system generates PDF documents throughout the consumer journey, storing them in the digital deal jacket. For dealers who digitally store PDFs in their DMS, pushing TDC files to the DMS ensures all documents are organized in one place.

Steps to Push Documents to the DMS:

1. Verify Compliance Documents are Signed

   • Ensure all required compliance documents are signed.
   • The transaction status must be either "Delivered" or "F&I Ready."
   • Note: You cannot push documents into the DMS without signing the compliance forms.

2. Confirm Deal Number

   • Check that the deal number is correctly entered in the TDC dashboard.

3. Push Documents to the DMS

   • Navigate to the TDC deal jacket.
   • Select all the documents you wish to push.
   • Click the "Push to DMS" button, which appears at the top after document selection.

By following these steps, you can seamlessly integrate TDC-generated PDFs into your DMS.