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      How to Send a Custom Form for eSignature in Zenly

      How to Send a Custom Form for eSignature in Zenly

      Sending custom forms for eSignature in Zenly lets you tailor documents for any workflow, including disclosures and unique agreements. This article covers building a form, enabling signature fields, and distributing it for electronic signing.

      Importing Your Custom Form

      1. Go to Documents > Store section in Zenly.
      2. Click the Upload PDF icon.

      3.    Select and upload your custom form from your computer. (PDFs ONLY)
      4.    Click Store when complete. 

      5.    The uploaded form will appear in the Stored Documents list.
      6.    Double-click to rename or categorize the form if needed.

      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 signee associated with the uploaded custom form.
      3.    Click Next to continue.

      Choose Custom Form

      1. Click the Upload PDF icon to include newly uploaded files.

       2.    From the Document Name list, select the custom form to add it to the Selected                            Documents list.
      3.    Click Next.

      Place Signature Blocks on Your Custom Form

      1. Select the CUSTOM FORM row, then click Add Signature.

      2.    Click on your form preview to drop signature fields where needed.

      Position Signers Icon Functions

      3.    After adding all signature blocks, click Save at the bottom to finalize your changes.

      4.    You will see the “Edit Signature” button replaced with the “Edit Signature” button.
      5.    Check the Read Receipt box for each document to confirm that the borrower has received           it. 
      6.    Click Next.

      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

      Zenly custom eSignature forms centralize PDF upload, signature placement, and real-time tracking—accelerating borrower turnaround and reducing errors. With built-in read receipts and full status visibility, you stay audit-ready and compliant from upload to final signature.