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BESS3/4: CDC Document Templates & Remote E-Signing

Written by service@greendeal.com.au

Feature Update | BESS3 & BESS4 Jobs

GreenDeal has introduced an integrated CDC document and remote signing workflow for BESS3 and BESS4 Jobs, making it easier for retailers to access required documents, manage signing options and obtain landowner authorisation.

What's New

1. Flexible E-Signing Options

When creating a BESS3 or BESS4 Job, retailers can now choose how to manage document signing:

  • Send Automatically: An e-sign link can be sent to the landowner during Job creation.

  • Send Later: Choose to send the e-sign link when ready.

  • Download Templates: Download the required forms for manual completion and email submission.

2. Easy Access to CDC Document Templates

The View Template option allows retailers to preview or download the following documents directly from GreenDeal:

  • Battery CDC Checklist

  • Engagement Form

  • Owner's Consent Form

3. Retailer Signing & Landowner Authorisation

Navigate to Job Details → Statement to:

  • Sign the Engagement Form as the retailer.

  • Send an e-sign link to the landowner to request authorisation.

Key Benefits

  • Simpler Workflow: Access CDC document templates and signing options in one place.

  • Greater Flexibility: Choose between automatic e-signing, sending links later or manually sharing documents.

  • Easier Authorisation: Request landowner signatures remotely without relying on paper-based processes.

Availability

These features are now available for BESS3 and BESS4 Jobs in GreenDeal.

For assistance, contact our support team via Live Chat or call 1300 951 666.

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