View My Floify E-Sign Dashboard

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 dashboard.

 

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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The Floify E-Sign dashboard allows for you to view, adjust, or create Floify E-Signature templates:

  

 

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  • Can you please provide info on the use cases of this feature? 

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