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:

 

 

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Select the option Floify E-Sign Dashboard:

 

 

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

 

 

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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.

 

 

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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.

 

 

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

 

 

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

 

 

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

 

 

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

 

 

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

 

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