Step One: In the bottom left corner of the screen, click on the gear icon.
Step Two: Click on Settings.
Step Three: A box will pop up prompting you to choose between personal settings and company settings. Personal Settings allow you to edit your own settings, Company Settings allows you to change settings for the whole company. Choose the one that fits your needs.
Step Four: On the left side of the screen, under System Config select Conditions Library.
Step Five: In order to add a condition, click on +Add a Condition on the right side of the screen.
Step Six: 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.
***NOTE*** If you are trying to create a condition using one of the greyed out options, that means you have not completed the integration.
Step Seven: Under Name enter what you would like to call the condition.
Step Eight: 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 Nine: After clicking Create a new box will pop up. Under Tags, check the tags that make the most sense with the specific condition.
Step Ten: Under Assignment
toggle on or off the people you would like to include in the condition.
Step Eleven: 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.
You can now create conditions!