Disclosures Desk 2.0 Settings

Overview

This comprehensive guide provides detailed information on the configurations available for the Disclosure Desk 2.0 within the Floify platform. 

You can read about the Disclosures Desk 2.0 feature here: Disclosures Desk 2.0 Hub

How to Set Up 

Disclosures Settings 

To configure the Disclosures Desk 2.0 Settings, navigate to Company Dashboard > Company Settings > Basic Settings > Disclosure Settings
 

There are 4 key settings that you will want to review and update. 

• Notifications When eSigning Complete
• Notifications When Exceptions Occur    
• Templated Document Names
• Intent to Proceed 

Notifications When eSigning Complete
 

You can use this setting to manage who receives notifications when all signers have completed the signing process.

In the modal, input the email address or addresses that should receive notification emails once all required signatures are collected:

Select the checkboxes next to each email address to choose which disclosure types will trigger notifications to that recipient:

This ensures the right people are informed automatically, helping your team stay up-to-date on completed signatures. If someone needs to be removed, use the Trash Can Icon to delete them:

Once changes have been completed, make sure to Save your changes: 

Notifications When Exceptions Occur

You can use this setting to manage who receives notifications when an exception has occurred in the process. In the modal, input the email address or addresses that should receive notifications to assist with resolution:

Select the checkboxes next to each email address to choose which disclosure types will trigger notifications to that recipient:

If someone needs to be removed, use the Trash Can Icon to delete them:

Once changes have been completed, make sure to Save your changes: 

This ensures your team is alerted promptly when any disclosure exceptions occur, helping you address issues quickly and maintain workflow continuity.

Set Intent to Proceed Document Name

You can use this setting to automatically update the Encompass Intent to Proceed (ITP) field when a specific document is signed.

In the Modal, simply add the name(s) of the ITP document, with the name matching exactly as it appears in Encompass:
 

Delete any entries no longer needed with the Trash Can Icon:

Once changes have been completed, make sure to Save your changes: 

Templated Document Names

You can use this setting to define which documents Floify should treat as templated, ensuring they bypass any embedded signing points in the original PDF.
 

In the modal, enter the name of the document(s), with the name matching exactly as it appears in Encompass, that should be treated as a templated Floify s-Sign documents. Floify will apply the configured e-sign template to these documents and ignore any embedded signature data in the PDF:

If a template is no longer needed, delete it with the Trash Can Icon:

Once changes have been completed, make sure to Save your changes: 

This ensures that your templated documents are processed correctly by the e-sign platform, maintaining consistency and avoiding conflicts with embedded signature fields.

Create an e-Sign Template 

You can read about the company e-Sign dashboard here: Access the Floify E-Sign Dashboard

Important Information: E-Sign Template Best Practices

• Template Naming:
  Each e-Sign template's name should match exactly to the document name in Encompass. 
• Page Number:
  There should only be one template with a particular name and page number. If there are more than one template with the same name and page number, the disclosures will fail to send. 
• Setting Signers:
  Assume a co-borrower is present on the loan. If there is no co-borrower, Floify will simply ignore the co-borrower's signature points.

Following these best practices ensures that your e-sign templates work correctly, preventing errors and maintaining a smooth borrower signing experience. It is important to note that you should download an exact copy of any documents generate by Encompass for usage in the e-Sign template.