Forward Electronically Signing Time with airSlate SignNow

Forward electronically signing time

as more of the paperwork required in the mortgage process becomes digitized securely collecting signatures for documents has become extremely important acquiring and transmitting these signatures doesn't need to slow down your process using the e-sign module you can add electronic signature features to any of your uploaded documents send them securely to your clients and receive their responses via portal sites all from within your bn touch crm you can also automate esign requests as part of your marketing campaigns send sets of documents simultaneously and enable regular reminders for clients with pending signatures if you are an administrator for your account you can enable e-sign from the user menu in the upper right corner of your crm to do so open the modules section then scroll to the e-sign panel you can hover over the panel for pricing and support materials and you can enable the feature by clicking the activate module button please note that this module has an additional cost that will be added to your monthly bill for your bn touch crm [Music] after the esign module is activated you will see an extra option in your marketing tab titled e-sign here you can manage your library of documents that can be used for digital signing you can upload your file using the add template button at the bottom of the list first you will need to click browse and locate a pdf or docx file from your computer once you have selected a file enter the title for the document then click upload this will add the document to your esign library when you hover over a document panel here you can delete files using the trash icon or customize them by clicking edit template when you edit an e-sign document you'll see a new editor appear for your uploaded file you won't be able to edit any images or text for the file here instead you will see a list of signature fields to the left of the document you can drag these elements onto the document and position them where you would like the signed element to appear you can use the x icon to remove elements or stretch them using the icon in the lower right corner options include basic signature and initial fields check boxes text input fields and date selection menus each of these can be chosen to represent either the borrower or co-borrower according to the categories to the left you can zoom the image of the document in or out using the magnifying glass in the upper left corner of the document the text field directly above the file can be used to edit the title of the document in your esign library to the right you'll see a thumbnail image of each page in the document and you can jump to any page by clicking this image when you are ready to save your changes click the save template button to the upper right [Music] once...