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E signature loans

Hey there everyone Aidan from BNTouch here and today we were going to be walking through our brand new signature tool that's integrated with BNTouch integrated with your CRM we're gonna go over a few things today I'll show you how you can use the tool you can upload documents how they're going to look when they're sent to a borrower how easy that it is to do in the first place and then sort of what the borrower process is once the document has been sent so sort of will go through the loan officer portion of how to create and send the docs from the in touch and then we'll even go through the borrower process of what it looks like to them when they're signing a document and sort of how easy it is to keep track of everything at once alright so let's go ahead and get right into it from being touch you're gonna find your assign tool inside of the marketing tab so we'll go ahead and click on that alright and then we have a lot of things activated here but uh you'll see e-sign they're in the more section if you don't see it on your sort of navigation bar right there so we're gonna go ahead into each side okay so this is our assign tool it's set up at the forefront very similarly to the document library that you'll see here where you can upload Docs so you can upload any sort of form or template or anything you need signed into here any word doc or PDF style of form can be easily uploaded into this so we'll go ahead and upload a form right now show you guys how that works okay so we're gonna do this example application form right here this is a PDF we're gonna go ahead and add that into the esign library here and this is what the file will be named inside the library so we'll do this example application form right there we're gonna give this a second to upload voila and there you have it so you'll see up here at the top left corner it'll show you what type of document it is right you see you have the docx the word documents and then also your PDFs in there as well okay there's a few buttons here you can edit the template so that's going to allow you to add all the interactive fields you need to make this an interactive sign Obul contractor document and there's a send button which will send this to your borrowers and you'll see up here in the top right there's actually a little trashcan button so if you go ahead and click that okay so this won't actually delete it forever this will just hide it from your list so you'll see here there's a tab for hidden okay all the documents that you've deleted we're going to be put into...