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Add eSignature Transportation Services Agreement Template

[Music] setting up your openforce account is easy all you have to do is enter your first name your last name your email address and create a password your password must contain at least one upper one lower one letter and one number if you already have an open force account or you didn't receive your activation code just click on the start enrollment button populate the activation code that you received from your site coordinator and click start now that it's time to get started in your enrollment we have a percentage bar to tell you exactly where you are if you ever need to go back to your enrollments click on back to enrollments it'll take it any others that you may have already started and if you run into any problems at all during your enrollment don't hesitate to reach out our customer support team is here to help now let's get started now let's continue on with your personal information we've already collected your date of birth first and last name but you're going to need a copy of your social security card to enter in this field right here after you've entered in that information keep your card handy you may be asked to take a picture of it add it into your documents depending on your enrollment once you're finished click proceed now it's time to verify all the information you added in when you set up your account make sure your address is correct don't forget to look out for that apartment number once you've verified everything looks good click proceed if you get an error message make sure you double check on the information before you say yes we don't want that 1099 submitted back to open force at the end of the tax season now let's enter in your driver's license enter the number exactly as it appears on your driver's license don't add any spaces or dashes enter in your expiration date make sure it's the valid one and not the expired one and don't forget to add in the state it was issued once you've done all that click proceed now let's verify your driver's license if you happen to see a message that looks like this just double check the way you typed in your license number your name the state and your date of birth if anything doesn't match you will receive a message that looks just like this click ok go back change the information that you may have had a typo in and once you're done with that go ahead and click proceed and you should be on your way now it's time to add in your phone numbers add in the phone number that you know you can receive text messages on open force is going to use this to send you alerts to notify you about enrollments that haven't been completed or even a document that's getting ready to expire make sure you check mark the box so that you're always up to date with all the information that open force may need to provide you and click proceed now let's get started on your vehicle identification number you can find this number on your vehicle registration card your insurance declaration page or directly on the vehicle once you've validated the information click proceed now it's time to answer the question do you have a business if you have a business with an employer identification number check mark this box so you can enter the information in the next screen if you don't your 1099 will be issued to your social security number if you check mark the box because you have a business let's walk through that process now let's enter in your business name your business name must match exactly as it appears on your ss4 form that was provided by the irs you'll also be asked to put in your address your city your state and your zip code all of this information is going to help us populate your w-9 now let's choose your business type are you a sole proprietor or a single member llc make sure you choose the right one enter in your ein number exactly as it appears on your ss4 form because we're going to start that 10 check validation once you hit proceed now we're on to the insurance beneficiary page you'll only see this page if you have occupational accident insurance policy through an open force program you'll enter in their first name their last name and what their relationship to you is once you're finished hit the proceed button now let's move on to the important information banking if you choose our blue elite prepaid visa card all the important details are included right here for review or choose the try and true direct deposit method as you can see you have a preference between your personal and your business checking or savings account you're going to need a copy of one of your checks so that you can verify when you type in the routing and the account information you wouldn't want to make a typo here that could take forever to fix once you're done you know what to do now it's time to complete your electronic identity verification open force use an electronic program to help verify your identity which will allow you to e-sign your contracts for the client you're supporting if you choose yes in the next screen you'll be presented with a list of questions to complete based on public information about you don't worry your information is secure if you choose no to electronic identity verification you'll be prompted to upload a copy of your driver's license and social security card at the end of your enrollment these are the pieces of identification we'll use to manually verify who you are you'll also be prompted to download print sign scan and re-upload all pages of each of your contracts into the openforce portal i hope your printer has enough paper and ink for all the work you're going to be putting it through if you chose yes to electronic identity verification this is an example of some of the questions that you may be presented with don't worry if you answer any of your questions wrong the system will allow you to go back and get a new set of questions if you fail them again the system is going to automatically prompt you to upload a couple of pieces of identification in order to manually verify who you are once you're done with your electronic verification it's going to ask you to select a signature this will be the signature you use on all of your e-signed contracts once you're finished click continue now it's time to move on to the e-sign documents portion to get started click on e-sign next to the first document in your series once that opens up you'll be able to review all of the information in your contract to continue through each page click the continue button at the top of the screen and continue to scroll on when you get to a page that requires a signature or initials the system will prompt you to go ahead and apply that once you finish with the entire contract click done and this will advance you to the next contract within your series now it's time to upload your documents this is the area that you should take a few extra minutes to make sure the pictures you are uploading include the entire page that is clearly readable and not blurry remember an administrator will be viewing these uploaded images and will need to be able to clearly see all of the information on the page in order to make the determination to approve your upload if you didn't provide a good image there is a chance that you will be rejected and you will be asked to upload a new copy this is also true if you upload an image other than what is expected an example of this would be insurance declaration page that includes coverage amounts and you provide a copy of your insurance card now let's get started click on the upload button next to the placeholder for the document you want to choose as you can see i chose the driver's license placeholder click on the browse button next to the choose file this will open your computer window so you can find the image that you already saved onto your computer find that image click choose and i'll add your document in add in the expiration date if needed and then scroll down and click accept you'll need to repeat this process for every image that needs to be uploaded now that you've assigned all of your contracts and uploaded all of the documents you will be presented with a thank you screen if the contracting company has any additional information that they're requesting or any concerns about your uploads they will be in touch with you if you received a notification from your site coordinator that one of your documents may have been rejected you're going to have to log back into your open force portal account and continue on with that enrollment click on continue enrollment to replace the document once you open up your enrollment you'll see an error message that looks like this you will have to add a new uploaded image that follows the guidelines your site corner has asked for use the re-upload button next to the rejected placeholder follow the steps given before to upload a new copy from your computer