Generating eSignature Request in Zenly

The eSign feature in Zenly makes it simple to prepare, send, and track documents for electronic signature. This guide shows you how to locate the right files, request signatures from the correct parties, and complete the signing process efficiently.

Access Documents

1. Open a Zenly Loan File, select Documents.
2. From the navigation panel, click eSign.

Request eSignatures

1. Click Request eSignatures.

 2.    Choose the appropriate signee by selecting their radio button.
 3.    Click Next to continue.

Choose Documents
1.    In the Document Selection List, use the Filtered by option to display relevant items.
2.    Optionally, click the Upload PDF icon to include newly uploaded files.
3.    From the Document Name list, select each required document to add to the Selected                    Documents list.
4.    Repeat this process for all necessary documents and click Next.

Select a Package (Optional)

1. If using Document Packages, choose the desired package from the available options.

Place Signatures & Read Receipt

1. Check the Read Receipt box for each document to confirm that the borrower has received it.
2. Click the Edit Signature button to drag and drop your signature field into position. (Custom Forms ONLY)
3. Click Next to move forward.

Finalize and Send

1. Confirm Loan and Applicant Info at the top of the screen.
2. Add Package Name and set the Due Date.
3. Review Documents under Documents to Sign.
4. Click Request to send.

 Summary 

By following the eSign workflow—from choosing your signee and filtering stored documents to sending the request—you will ensure fast, traceable signoffs with minimal effort. The result is quicker turnaround times, fewer corrections, and a clear audit trail for your loan files.