Step One: From the Loan Dashboard click on conditions.
Step Two: Click +Create a Condition.
Step Three: A box will pop up after clicking +Create a Condition. In the dropdown menu click DocSend.
Step Four: In the box under Name enter your new condition's title.
Step Five: In the Description box, enter the description or instructions for your new condition. Click Create.
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.
Step Seven: Now that your document is attached, click Done.
Step Eight: Make sure to save your progress by clicking the Save Changes button near the bottom right corner of the screen.
Step Nine: After clicking save a box will automatically pop up, click Send.
***Note*** Consider integrating DocuSign to help streamline your client's signing process. To learn how to integrate DocuSign click here.