HOW TO SET UP YOUR
CONTRACTING PREFERENCES

You no longer need to manually add Charge Type and Paid to for Digital Contracting taxes, fees and aftermarket. These can now be pre-set and will automatically apply to all new deals across the dealership*.

Your Dealership’s system administrator or Dealer Information Owner (DIO) can set the default values:

Save time on every deal deal across your Dealership by reducing manual data entry

Paid to will appear for taxes and fees in all states

Charge type will be set, if the state leverages this field for taxes, fees and aftermarket products

*Please note: Default values, once set, can still be edited by a user for an individual deal directly from the Digital Contracting Finance page.

SCROLL FOR STEPS

HOW CONTRACTING PREFERENCES WORKS:

1 START

Click the gear icon for Settings. Under Dealer Setup, click Contracting Preferences.

2 ADD OR EDIT

From the Set Finance Defaults click on the links:

Add or Edit Taxes
Add or Edit Fees
Add or Edit Aftermarket Products

Note: Aftermarket will only appear for states with Charge Type.

3 SET DEFAULT VALUES

The screen will update so you can Select and enter the Tax, set the Charge Type and Paid to as a default for your deals.

Click Save button as each addition is completed.

Your saved values will automatically be pulled into the Digital Contracting Finance page

Note: Charge type will not appear if state does not support it.

4 EDIT OR DELETE

Click on the Edit or Delete buttons to make any changes.

When you Delete a pre-set value, you will need to confirm deletion in the pop-up window

You will see a Fee Deleted message on the screen.

GETTING STARTED IS EASY

You must be subscribed to Digital Contracting on Dealertrack uniFI®
and complete the opt-in form to begin using assisted Remote Signing.

Select the option that applies to you:

I HAVE DIGITAL CONTRACTING

I would like to opt in for assisted Remote Signing.*

I WANT DIGITAL CONTRACTING

I would like to learn more about Digital Contracting with assisted Remote Signing.*

*You must be subscribed to Digital Contracting on Dealertrack uniFI® to begin using assisted Remote Signing. Use of assisted Remote Signing functionality subject to lender participation and a transaction fee of $3.50. Opt-In required for assisted Remote Signing.