Create a Floify E-Sign Template

Overview

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

Among these settings, you'll have access to create a Floify E-Sign template.

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:

Select the option Floify E-Sign Dashboard:

Select Create template on the right hand side in blue to create a new template:

Enter a template name, template description (optional), attach a PDF for your template, and select the recipients you'd like to add. Select Next to continue:

Note: You can add new recipients by selecting the 'Add New Recipient' button near the bottom of the page.

Select the recipient with the dropdown list on the left side of the document. Drag and drop the e-sign fields on the left side onto your template. Follow the guides below to change recipients and delete fields. Each recipient will be designated a specific color:

Note: The fields that are available for use are Signature, Initials, Date Signed, Name, Text, Checkbox, Dropdown, Radio, and Note.

Click a field on the template, and select the Delete option to remove the field from the template:

Change the recipient of a field already on the template by clicking the field and using the dropdown menu to select a different recipient:

Easily navigate to additional pages in the template by selecting the pages icon in the right corner:

Select Save and Close in the top right hand corner in blue to save your template:

Success! The Floify E-Sign template has been added to your templates and will be available to use moving forward.