The Template Docs settings allow for you to make various configuration changes to your pre-loaded template documents, collections of documents, and follower settings.
Among these settings, you'll have access to add new DocuSign eSignature documents if you have the DocuSign integration set up.
Template documents in Floify are reusable document requests that can be applied to any loan flow upon creation, added as a one-off request after the flow has been in progress, and can be used in your document quick packs for streamlined document management.
How to Set Up
From your loan pipeline, navigate to Settings and select the Template Docs tab:
Scroll down to the Template Documents section:
Select the Add New eSignature Doc button:
Enter a document name, select the appropriate document category, and select the DocuSign template you'd like to use from the dropdown:
Note: DocuSign templates need to be set up in either the DocuSign console or in DocuSign directly beforehand. This is how Floify will recognize where to place the signature points.
You can also provide an optional document description or attach a sample or blank document if you'd like. Make sure you select Submit once done to create the template:
Success! The DocuSign template is now available to request on any loan flow, add to a quick pack, or add to the automatic doc requests.
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