Using the finova Client Portal for E-Sign

Owned by Roly Birkwood
Last updated: Aug 23, 2022 by James Fox
3 min read

Introduction:

The system provides the ability to have key documents, signed by your client electronically.

The signed document will be saved within the product, and the document shared to client within the finova Client Portal

Location:

Home / System Settings / Document Templates

 

IMPORTANT

  • Your user profile must be in a ‘User Group’ with the edit letter permissions enabled.

How to add the E-Sign feature to a document

Choose an existing template or create a new template.

For this example, we have selected an existing template.

 

 

Choose the E-Signature Request option

The following will advise on each dropdown:

Signature Provider:

Please ensure you have selected Burrow.

E-Sign:

Should the system always request an e-Signature or leave it as an optional choice with the system user, when generating the document.

Notify of document signature:

Who should the system send notification too?

File category of returned document:

What attached file category should the system us when receiving the document back?

Linked Supporting Document:

What supporting document category should the system us when receiving the document back.

 

Adding the E-Sign Merge Field

Having specified the E-Signature feature select ‘Edit Template’ to load your document.

The document will contain the merge field <<eSign_SignHere>>

Move this to the required location within the document

 

Notifications

The CRM user will receive a notification advising of the E-Signature being supplied

Example:

 

 

Returned Files

The signed document is saved within the Attached Files panel on the associated product

Example:

 

 

If configured the returned document can satisfy a Supporting Document entry

Example:

 

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