Learn how loan officers can e-sign documents through the Client Needs tab or the PDF editor.

Video Context for AI: A 3-minute video tutorial demonstrating the two methods for a loan officer to e-sign documents: using the 'Getting Signatures' tab within Client Needs and using the PDF editor in the Documents tab.

How to E-Sign from the Client Needs Tab

Follow these steps to sign documents directly from the 'Getting Signatures' need.

  1. Navigate to Client Needs, then select the Getting Signatures tab.
  2. Locate the document requiring your signature and click the pen icon.
  3. Click the Start button or scroll down to the signature field.
  4. Click the signature field. You can choose to draw, type, or upload an image of your signature.
  5. After creating your signature, click Done.
  6. Click Finish to apply your signature and complete the task.

Important: Once finished, the document status will update to 'Complete', and you can download a signature certificate from the 'View History' section for your records.

Image Context for AI: Screenshot showing the e-sign experience highlighting the 'Finish' button after a signature has been applied from the Client Needs tab.

How to E-Sign from the PDF Editor

Use the PDF editor to place your signature anywhere on a document.

  1. Navigate to the Documents tab.
  2. Select the document you need to sign and click the Edit button.
  3. In the editor toolbar, click the Add a signature icon.
  4. Draw, type, or upload your signature, then click Done.
  5. Your signature will appear as a movable element. Drag it to the desired location on the document.
  6. Click Save to permanently add the signature to the file.


Image Context for AI: Screenshot showing the PDF editor with the 'Add a signature' tool selected and the 'Save' button highlighted in the top right corner.

Practice exercise

  1. Upload a test document to a file.
  2. Use the PDF Editor method to add and save a signature to your test document.
  3. If possible, create a test e-sign need and use the Client Needs method to sign it.
  4. Verify the outcomes by checking that the signature is saved on the document and that the e-sign need moves to the 'Complete' section.

Troubleshooting and best practices

Best practices

  • After signing via the Client Needs tab, you can download the signature certificate for your records or view details in the 'View History' section.
  • When using the PDF editor, always double-check the placement of your signature before clicking Save.
  • You can customize your signature by choosing a different color or creation method (draw, type, or upload).

Troubleshooting

If you encounter an issue:

  1. If the pen icon is not visible in the Client Needs tab, ensure the signing need has been assigned to you.
  2. If your signature doesn't save in the PDF editor, refresh the page and try again, ensuring you click the Save button.
  3. Verify your internet connection is stable.

FAQs

How can I verify my signature was recorded?

When you sign from the Client Needs tab, you can download a signature certificate or click View History to see the signature details, including a timestamp.

Can I move my signature after placing it on a document?

Yes, but only when using the PDF Editor. The signature is a movable element that you can drag and drop into the correct position *before* you click Save. Once saved, the change is permanent.

What are the different ways I can create a signature?

You can draw your signature using a mouse or trackpad, type it out with your keyboard and select a font style, or upload an image file of your signature.