If you have documents that you frequently send to clients, like a credit guide, set up BrokerEngine and DocuSign to streamline the process. Use the credit guide to create a DocuSign template, create a doc stack, and send the file to a client for e-signature. When the recipients open the document, DocuSign flags fields they must fill in, like signatures, names, and dates.
Contents
Prerequisites
Know how to Integrate DocuSign® with BrokerEngine
Configuring documents
Step 1 Create a template
Upload your credit guide document to DocuSign and create a template. Add data fields and enable automatic matching.
Click here to learn how to create a DocuSign template.
Step 2 Add your credit guide to a doc stack
Next, come back to the BrokerEngine Client Portal and create a doc stack with the credit guide file that you used to create a DocuSign template. Be sure to set the Request Type to DocuSign.
Click here to learn how to create a doc stack.
Sending the document to your client
When you have a client that needs to sign the credit guide, go to the Client Portal and share the document for signing. The client e-signs the document using DocuSign.