Step One: In the lower left corner of the screen, click the gear icon.

Step Two: A menu will come up with several options, from here choose if you would like to go into Company Settings in order to edit things for the whole company, or My Settings to edit your own settings.

Step Three: On the left side of the screen, under System Config select Conditions Library.

Step Four: In order to add a condition, click on +Add a Condition on the right side of the screen.

Step Five: After you click +Create a Condition, a box will pop up. First select a Type. There are four document types to choose from; Document Request, DocSend, Document Signing, and Asset Verification.

​Step Six: Under Name enter what you would like to call the condition.

Step Seven: Add a description of what your borrower is supposed to do with the condition. Be as descriptive as possible to eliminate any confusion. Click Create.

Step Eight: After clicking Create a new box will pop up. Under Tags, check the tags that make the most sense with the specific condition.

Step Nine: Under Assignment toggle on or off the people you would like to include in the condition.

Step Ten: If you require color documents for the condition, make sure to check the Require Color Documents under Document Options. Click Done in the top right corner.