When you have completed capturing the data in your Loanapp application, a final step is generating the required Application forms. Once you've generated your forms, you can choose to use Docusign to send the forms to your applicant/s for easy and convenient document review and signing.
You can generate your Applications Forms, which will be complete with your Application Data, from the Documents section:
Once generated, you can then choose to download and view/check the generated forms:
and/send via the eSign button for your applicant/s to review and sign on Docusign:
Your applicant's experience
When you have requested signature via Docusign, your applicant/s will receive an email from Assetline requesting them to "Please Sign Documents":
Your applicants will then follow the general Docusign workflow to sign the Application Form/s.
What happens in Loanapp?
When your Applicant/s have signed the Application forms, the Documents section in Loanapp will update to the status 'Signing Complete':
The signed application forms will also automatically be sent to the Supporting Documents checklist, ready for you to use to attach to Supporting Docs requirements and send to Assetline.
NOTE that that version of the Application forms in the checklist will only be the Signed Version when your applicant/s have completed signing via Docusign.
Other Controls in the Documents Panel
There are some other controls in the Documents Panel you might want to use while finalising your Application forms.
Regenerate Forms
You might realise that the generated forms has incorrect or missing data. If this is the case, you can update the data in Loanapp, and then press "Regenerate" at any time:
This will remove the existing forms, and replace them with new ones.
Cancel or Resend Request
When you have a pending eSign request and it is not yet completed you can:
Cancel the request. You may want to do this when you realise, eg, you need to update the data on the forms. When you use this control, it cancels (Voids) the entire Docusign envelope (all documents, to all applicants). Note that the applicant/s will receive a Void email via Docusign.
Resend the request. You can do this PER document, PER applicant. This will simply send the Docusign invite, again, to the applicant/s.
