Doc Send Feature

This guide will walk you through how to send documents/conditions to your customer in just a few simple steps.

Kailey Oswald avatar
Written by Kailey Oswald
Updated over a week ago

Step One: From the Loan Dashboard click on conditions.

Conditions-Oct-27-2021-04-34-33-05-PM

Step Two: Click +Create a Condition.

CreateCondition

Step Three: A box will pop up after clicking +Create a Condition. In the dropdown menu click DocSend.

DocSend

Step Four: In the box under Name enter your new condition's title.

NewCondition

Step Five: In the Description box, enter the description or instructions for your new condition. Click Create.

DescriptionHere

Step Six: When you click create, it will automatically bring up the pop-up that allows you to edit your condition. Click Add Document, select the document you would like to attach to your new condition.

AddDocument

Step Seven: Now that your document is attached, click Done.

DoneCondition

Step Eight: Make sure to save your progress by clicking the Save Changes button near the bottom right corner of the screen.

ClickSave

Step Nine: After clicking save a box will automatically pop up, click Send.

SendCondition

***Note*** Consider integrating DocuSign to help streamline your client's signing process. To learn how to integrate DocuSign click here.

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