MARIAH - My Contracts RECEIVING AND SIGNING YOUR PATTERSON HARBOR MARINA ANNAUL AGREEMENTS

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The next level in contract management is here, E-Signature Contracts!

The days of paper contracts are a thing of the past. The E-Signature Contracts app

provides cutting edge electronic contracts with e-signature capability, making it easy for you to stay on top of the status of your contracts.

MARIAH E-Signature contracts empowers our marina customers the ability to directly interact with the online agreements. Gone are the days of signing, photo copying and mailing agreements. Easily view, print and sign all your agreements

online.

The E-Signature Contract and Documents application includes the following features:

• Automatic online creation of agreements based on parameters selected by Patterson Harbor Marina.

• Automatic periodic reminder and expiration emails to customers.

• Email contracts—within seconds—to all selected customers.

• Completely customizable contract templates created specifically by you.

• Electronic signature on contracts with a click of a mouse.

• Immediate confirmation notification of the signed contracts sent to you.

• Contract history reporting.

• Integration with other Scribble products.

• And so much more!!!

MARIAH – My Contracts

Taking Action with My Contract

On the My Contracts (left side-navigation bar) window, there are several actions you may take with uploaded agreements. Many options are available on your My Contracts dashboard page. Just click on “Details” to access and sign your agreement(s).

It is recommended that upon receiving notification of a completed contract, the completed contract should be saved on your own network as a PDF and printed for your files. A completed copy is retained on your MARIAH account for future retrieval, if needed.

See the next page for instructions on how to save as a PDF.

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Select Action Options

Details – Selecting the details icon allows you to review, sign and date your agreement online. You may also print the document by saving it as a PDF.

Save a PDF – Using the “Save a PDF” link upon opening the agreement using the “Details” option, automatically downloads the contract to your device. Once the document has been downloaded to your device, you may print the document from your personal computer/personal device for your records or to physically sign and return the singed copy by mail (see PO Box on invoice).

For each agreement delivered to your account, the following information is provided on the My Contracts

webpage:

- Date Sent – This is the date the agreement was sent to you account. An email will be delivered when

your agreement is created. The link in the email will allow you to see the agreement but you must log

into your MARIAH account to be able to print or E-sign your agreement online.

- Expiration Date - Represents the date your agreement will expire and no longer be available for

signature online. If you do not sign the agreement by the due date / expiration date, we will have to

reissue the agreement for signature.

- Status – This column will let you know if your agreement has been signed. Upon completing all

required sections of the agreement, the status column will change from “Unsigned” to “Singed”. If the

status remains “Unsigned”, a portion of the agreement has not been completed and you should select the

“Details” link to access the agreement for review and completion.

- Details – Selecting the “Details” link will take you to your agreement where it may be Saved as a PDF to

your computer, signed or voided. Please note, if you print, sign and mail your agreement, we ask that

you kindly email us so we can manually change your agreement status to reflect this action.

Once an agreement is linked to your MARIAH username, an email will be sent to you notifying you that your

agreement has been uploaded for signature.

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My Contracts Dashboard Drop-Down Menus

The drop-down menus on the right side of the My Contracts (circled in blue above) page will allow you to

navigate between all of the agreements that have been uploaded to your account. Contracts may be organized

by All Contracts, Outstanding Contracts, Rejected Contracts, Voided Contracts, Expired Contracts and

Completed Contracts. Additionally, the second drop-down menu allows you to view agreements by year or all

agreements at once.

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MARIAH – E-Signature Contracts

Opening an agreement for further action.

By selecting the “Details” link (circled in red above), you will be taken to your agreement for E-Signature, to print

or to reject. Below is a similar screenshot of what you will see when you select the “Details” link for the

agreement you wish to work with.

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Upon opening your agreement, you will see three blue boxes at the top of the agreement (circled in red below).

Three options are available (circled in red above).

- Save – This button saves your progress if you do not finish the agreement during the signature process.

Please note that this button does not complete or submit the agreement upon completion. A separate

confirmation is provided letting you know you have completed E-Signature process.

- Reject – Use this button if you receive the wrong invoice or do not wish to renew your agreement. You

will be contacted upon receiving a “Rejected” agreement email confirmation.

- Save as pdf – This button should be used if you wish to save the document to your computer to be print

a copy for your records or to sign and mail with your payment.

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Printing your Agreement to be Signed and Mailed

You may save a PDF file of each agreement and print it for your records by downloading the agreement to your

computer. This process is completed by selecting the “Save as PDF” blue link at the top of your agreement, once

opened. Please do not print the agreement from the webpage as it will not print the correct margins. This is

discussed in the video tutorial if you wish to understand why the agreement will not print correctly unless saved

as a PDF. If you save the agreement as a PDF file, the agreement will be saved to your computer or personal

device and will print with the appropriate agreement page layout. To print your agreement please follow the

directions (in red) in the photo below.

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E-Signing Your Agreement

E-Signing your agreement online is a safe and quick way of submitting your agreement online. Upon

completion of the E-Signature process, you will receive an email confirming your agreement has been signed and

submitted. A notification is sent to our office when the E-Signature process has been completed and a copy of

the signed agreement is saved to your MARIAH. A copy of your completed agreement is also emailed to the

administrator and retained on the administrator’s MARIAH account.

All red and yellow boxes on your agreement must be populated with the requested information in order for the

E-Signature process to be completed. Red boxes require information such as a date, your name, personal

information and/or information pertaining to your personal property to be used at Patterson Harbor Marina.

Yellow boxes denote the need for initials or a signature in these boxes. Each page requires your initials and a

date to reflect you have reviewed and understand the terms of each page. The final page request personal

information, which may be updated at this time if it has changed since last year and contains a signature line for

the agreement. Any grey boxes are optional and are not required to complete the agreement, but you may enter

information in these boxes if you want it added to your account.

The photo below shows the Initial and Date boxes found at the bottom of each agreement page.

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When you select the first yellow box (either initial or signature), you will be asked to enter your your signature

and initials as you wish to have them appear on the agreement. Upon populating these boxes with the

requested information, you will be asked to confirm that the spelling of your name in the signature and initial

boxes are shown as you intend to have them appear on the agreement (pictured below).

This will not populate each “Initial” or “Signature” box, but rather confirms how you intend to have your initials

and signature appear on the agreement. There is no need to have your actual signature or initials on the

agreement, as the agreement is binding in accordance with the Federal ESIGN Act and utilizes your unique login

and email to bind each agreement. By selecting the “Accept and Sign” link, you are confirming you wish to have

your initials and signature appear on your agreement as entered. After completing this section above, you will

now need to select each box to place your respected signature and initials in each box. By clicking on the box,

the appropriate information will be entered when each yellow box is clicked.

As a point of reference, many customers have told us they find it easiest to complete each the red boxes first,

starting on the first page and moving to the bottom and then complete the yellow initial and signature boxes,

starting from the top and working to the bottom, after all red boxes have been completed. The reason for

completing the agreement in this order is to avoid missing a box while you are working through the agreement.

Some red boxes require you to enter your personal information and others, such as the date box, simply require

the date. As a cheat, boxes requiring a date will be populated with the current date if you select the box with

your mouse and hit the “Enter:” button on your keyboard.

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The final page of your agreement will look similar to the image below. Each red box must be populated with the

appropriate information. Please remember to have your insurance and personal property information on hand

when you complete your agreement as this information must be entered for the agreement to be completed.

Upon providing the required information, populating all of the yellow and red boxes, you will have completed

the E-Sign process. When the E-Sign process is complete, you will receive the following confirmation (pictured

below).

This confirmation confirms you have completed the E-Sign process for this agreement. Upon selecting “Ok”,

you will be taken back to the My Contracts webpage and the status of your agreement will have changed from

“Unsigned” to “Signed” and you should have a green bar with a success message at the top of the webpage. If

you do not receive this confirmation, you need to double check that you have not missed a red or yellow box.

Successfully signed agreement receives a green bar and the status has changed from “Unsigned” to “Signed”.

Both are circled in red above.

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Additionally, you will receive an email stating your agreement has been signed and delivered.

Please check the Annual Renewal webpage (CLICK HERE) for available tutorial videos showing a step-by-step

process to completing you’re the agreement E-Sign process. You may email questions to

marina@pattersonharbor.com or by contacting us at the contact number provided in your renewal email.

Thank You,

Patterson Harbor Marina Management