Enable Floify E-Sign

Overview

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

 

Among these settings, you'll have access to enable Floify E-Sign.

 

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 to Edit Floify E-Sign Settings:

 

 

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Select the option to enable Floify E-Sign. Make sure you select Save to confirm the change:

  

 

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Success! Floify E-Sign is now enabled. If you need more assistance making e-signature request, you can find a tutorial here: Floify E-Signatures. 

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