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View My Floify E-Sign Templates

Overview The E-Sign settings allow for you to set up and manage Floify E-Sign.   Among these settings, you'll have access to view your Flo...

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Written by Foster Siebken

Overview

The E-Sign settings allow for you to set up and manage Floify E-Sign.

Among these settings, you'll have access to view your Floify E-Sign templates.

Floify E-Sign allows you to request one-off e-signature documents or make e-signature templates you can request from all borrowers.

How to Set Up

From your team pipeline, navigate to Settings and select the E-Sign tab:

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Select the option Floify E-Sign Dashboard:

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Any Floify E-Sign template you have set up will be listed here to review under My Templates:

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