DISCLAIMER: All mentioned features on this page may not be applicable to your institution, please reach out to (firstname.lastname@example.org) for more information on what features are enabled for your use.
To request an e-signature follow-up, click into the tab, and click "Add" > "Start new list"
When you choose to create a new list, you can easily look for items via the new categories. Add a custom document or question whenever the search returns no result or by navigating to the “Custom” category.
If there is more than one borrower, select the borrowers you would like the request to go to.
Choose what you'd like to request of the borrower, and, if you'd like, add additional text to explain your request.
After selecting the borrowers you wish to collect e-signatures from, choose "Signature" then click on "Upload"
Once you've uploaded the document, the next step will be to set up the e-signature coordinates by clicking on "set up e-signature"
Click "Continue to Review" to see the follow-up requests you've assembled. If the list meets your satisfaction, click "Send request." If you'd like, add additional text to the email they will receive.
That button will turn to "Follow-Ups Sent!" and you will be shown the status of your requests.