All Collections
Advantedge
E-Sign
Trigger E-Sign & Send Request
Trigger E-Sign & Send Request

How to trigger DocuSign after preparing forms

Ricky avatar
Written by Ricky
Updated over a week ago

To prepare forms for E-Sign, read the Prepare forms for E-Sign or Wet Signatures article.

When you are ready to electronically sign your Application Forms:

  • Go to E-Sign
    [Image]

  • When you first go to E-Sign, you will note all your Forms are "not sent"

  • Click Send Request

  • You will be presented with the important contact data of yourself and your applicants (email and mobile)

  • Check carefully, as this must be correct in order for the E-Sign process to work. If correct, click Send Request

  • When the E-Sign invites have been sent out successfully to each party, you will be presented with a Success screen

  • Close this screen. The E-Sign screen in Loanapp will now show the "status" of each request

Did this answer your question?