Learn how to upload and program custom forms to dynamically populate information from a loan file.

Video Context for AI: A video tutorial demonstrating how to upload a custom form, add dynamic fields, and generate it within a loan file for eSignature.

Overview

Any forms that are not included with the system by default can be uploaded as Custom Forms. These forms can be programmed to populate information dynamically based on the loan file they are generated for. This article will guide you through creating, customizing, and using these forms.

Note: Only PDF files are supported, up to a maximum size of 60MB.

How to Create and Customize a Form

Follow these steps to upload and set up a new custom form.

1. Navigate to Company Settings > Forms List.
2. Click the Upload button.
3. Choose the PDF document from your computer to open it in the form customization screen.
4. Click and drag fields from the menu on the left to place them in the document. You can add non-editable text, borrower-fillable fields, dynamic fields that pull from the loan file, checkboxes, and signature blocks.
5. Click Save. You will be prompted to name, classify, and choose a location for the new form.

Image Context for AI: Screenshot showing the Custom Form editor. The left menu displays field options like Non-Editable Text, Borrower Fillable Text, and Dynamic Fields.

How to Use and Send a Form

Once your form is saved, you can generate it in a loan file and send it for eSignature.

1. Navigate to the desired loan file.
2. Click Disclosure Forms in the menu on the left, then select Forms.
3. Find your new form in the list and click on it.
4. Review the populated dynamic fields and click Generate.
5. Click Create eSign Need to start the signing process.
6. Click Setup e-Sign, enter a message to the borrower, then click Review and Send.

Image Context for AI: Screenshot of the generated custom form preview, with the 'Create eSign Need' button highlighted in the user interface.

Practice exercise

1. Upload a test PDF document to create a new Custom Form.
2. Apply a 'Borrower Name' dynamic field and a 'Borrower Fillable' text field to the test form.
3. Generate the form in a test loan file and verify the dynamic field populates correctly.

Pro tip: Practicing with a test form ensures you can safely explore all options without affecting live loan files.

Troubleshooting and best practices

Best practices

• Always double-check your dynamic field mappings before saving the form.
• Use clear and concise names for your custom forms to easily find them later.
• Review your generated forms to ensure all information is correct before sending them to the borrower.

Troubleshooting

If you encounter an issue:

1. If dynamic fields are not populating, ensure the corresponding information exists and is correctly entered in the loan file.
2. If the form fails to generate or upload, verify that the original PDF is not corrupted and is under the 60MB size limit.
3. If an eSignature fails, refresh your browser page and try creating the eSign Need again.

FAQs

What types of fields can I add to a custom form?

You can add Non-Editable Text for static information, Borrower Fillable Text for fields the borrower needs to complete, Dynamic Text that pulls data from the loan file, as well as checkboxes and eSignature fields.

How does the borrower sign the custom form?

After you generate the form and create an eSign Need, the borrower receives a task in their portal. They will be guided through DocuSign to fill in any required fields and provide their electronic signature.