Advantedge

A collection of videos and tutorials specifically for Advantedge

Kate Gubbins avatar Jay Ellis avatar Ricky avatar
21 articles in this collection
Written by Kate Gubbins, Jay Ellis, and Ricky
E-Sign

Recorded E-Sign Webinar

Watch a short pre-recorded webinar on how to use E-Sign
Jay Ellis avatar
Written by Jay Ellis
Updated over a week ago

Advantedge E-Sign - ALL Guides

Listing of help articles for all Advantedge Brands
Ricky avatar
Written by Ricky
Updated over a week ago

Video: E-Sign for Advantedge

Jay Ellis avatar
Written by Jay Ellis
Updated over a week ago

E-Sign for Advantedge

Speed up your lodgement by using DocuSign for a quick, easy and secure signing experience for you and your applicants
Ricky avatar
Written by Ricky
Updated over a week ago

Signing your Application Forms Manually (Advantedge)

While E-Sign is available for Adventedge apps, if you want to sign manually, follow this process
Ricky avatar
Written by Ricky
Updated over a week ago

Providing consent for Electronic Signatures

Opt-in to using DocuSign
Ricky avatar
Written by Ricky
Updated over a week ago

Prepare forms for E-Sign or Wet Signatures

Validate your data and generate Forms for signing
Ricky avatar
Written by Ricky
Updated over a week ago

Trigger E-Sign & Send Request

How to trigger DocuSign after preparing forms
Ricky avatar
Written by Ricky
Updated over a week ago

After triggering E-Sign / Locked Application

Applications are locked from editing after issuing an E-Sign Request
Ricky avatar
Written by Ricky
Updated over a week ago

Cancelling an E-Sign Request

Edit your Application by cancelling the E-Sign Request
Ricky avatar
Written by Ricky
Updated over a week ago

Resend an E-Sign Link

Resending a request after changing data or at any other time
Ricky avatar
Written by Ricky
Updated over a week ago

E-Sign Authentication

Parties will need to self-authenticate before being able to sign with DocuSign
Ricky avatar
Written by Ricky
Updated over a week ago

Electronically signing documents

How to sign documents using DocuSign
Ricky avatar
Written by Ricky
Updated over a week ago

How to know if the Documents have been electronically signed

How to know if all or only 1 Party has electronically signed the documents
Ricky avatar
Written by Ricky
Updated over a week ago

Submitting with E-Sign & Uploading Supporting Documents

How to add Supporting Documents to your Application and submit after using E-Sign
Ricky avatar
Written by Ricky
Updated over a week ago

Advantedge - ID Verification via ZIPID, IDME and Austpost

This article will explain how ZIPID, IDME and Austpost identification works within your Loanapp Loan Application.
Jay Ellis avatar
Written by Jay Ellis
Updated over a week ago