HOW TO SET UP YOUR
CONTRACTING PREFERENCES
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.
HOW CONTRACTING PREFERENCES WORKS:
1
START

2

ADD OR EDIT
- Add or Edit Taxes
- Add or Edit Fees
- Add or Edit Aftermarket Products
3
SET DEFAULT VALUES
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 WANT DIGITAL CONTRACTING
*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.
DIGITAL CONTRACTING ON DEALERTRACK UNIFI® WITH ASSISTED REMOTE SIGNING
Please complete the form below to connect with your F&I specialist.
TRAINING AND RESOURCES
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