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