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Adding an E-Sign text box

  1. Navigate to Documents

  2. Click on Document to sign
  3.  Click "│ Edit eSign Details"
  4.  Select Signer and Signature type
  5. Click "Insert"
  6.  Move text box to desired location and Click "Save"
  7. Click "Close"
  8.  Click "save and close" out of document
  9.  Select document and click "esign"

  10. Enter in information and hit "send"

  11.  CUSTOMER VIEW: They will get an email to login and sign document
  12.  Click "Sign"
  13. Form will appear with text box for borrower to sign
  14.  Click "Confirm"
  15.  Click "Review Documents"
  16.  Document shows esigned
  17.  Signed document dropped into Path.