View My Floify E-Sign Templates

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 templates.

 

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:

 

 

esign.1.jpg

 

 

Select the option Floify E-Sign Dashboard:

 

 

esign.2.jpg

 

 

Any Floify E-Sign template you have set up will be listed here to review under My Templates:

  

 

esign.4.jpg

 

 

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request

Please sign in to leave a comment.