Can I eSign Utah Business Credit Application

Can i document type e sign business credit application kentucky

how to generate assign documents generating assign documents is quick and easy from your my apps tab simply click on the application then click on the contract prep tab to pick out your loan terms the first question you need to answer is are the documents going to be signed on paper or electronically make sure that electronic is selected then click on the orange edit button so you can pick out your loan terms the programs section is where you'll pick out the different loan terms available closed end or revolving then pick out a same as cash yes or no even if you select no same as cash you'll have to still fill in the no term option same with deferred payment and pick out your contract rate you must also fill in a description of goods before you can save and validate this and also this box here include the loan completion certificate check this box if you need that form in other words is the work already complete yes or no if so just add your completion date and the e sign documents will include the completion certificate you can also add a CH information here the customers has given you their banking information and opted in for automatic payments at the bottom you can also adjust the cash price or down payment if need be once have this filled in you can save and validate and now all of the customer terms have been updated if you need to change those you can just edit that again and change the loan terms otherwise if you are ready to move forward just simply click on the documents button all of the copies of the documents are up here you can review copies if you like otherwise you can scroll down and pick one of the two types of assign documents that we offer remote signing sends the link to the customers email they'll need to access that from their email and sign the link or you can choose in office signing so if you are with the customer you can simply hand them your device whether that be an iPad or any kind of touchscreen or laptop and they can sign right then and there with you I will show you the in-office signing you still have to fill in the customers email address so that everyone gets copies just simply fill that in and click on the send to DocuSign button it will take just a few seconds to load make sure that you have any popup blockers off when you do this so successfully generated now it shows the customers name and email address again this is remote signing so you can simply hand over the device and click on the blue sign button and the window will pop up with the documents again make sure your popup blockers are off if nothing pops up for you you signing is quick and easy just follow the yellow prompts so click on start sign sign and then finish once you've done that it'll take you to the home site so you can just go ahead and close that window and wait for the next signer to be available again this takes a few seconds to load if you have a co applicant listed it would be listed here beneath the main applicant and they would sign as well on this particular customer we don't have a co applicant so it will pop straight over to the dealer for signature also while we're waiting if you did the remote signing it would show the customers name pending and then instead of a blue sign button there'd be a remind button so if they have not yet signed it or if it's the next day or any day after that you can actually click on the remind button and it sends the customer an email saying hey you still have documents to sign please click on the link to finish signing your documents you can also refresh your screen if it's been a few seconds here so now it goes on to the dealer for signature again we're just going to click the blue sign button the window pops up start and click through these signatures finish if you had not included the loan completion certificate in the e documents they would be accessible from your main screen on the decision summary tab right here is where you can access that completion certificate simply fill in the date save it and you will get the same three options either in office signing remote sends to the customers email or you can print that out on paper same process again assigning is quick and easy and typically the way to go but please give us a call if you have any questions at all our dealer support team is happy to help you eight five five two four one zero zero two four extension five zero one two thank you