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Create a Doc Stack for a DocuSign Template

  • Updated

If you frequently send the same documents to clients, you can streamline the process by using doc stacks. A doc stack is a bundle of documents that can be sent to a client in one request. For example, you might have a standard process to collect initial information or compile a client's identification for a loan.

 

Contents

Prerequisites
Adding a doc stack to the Client Portal
Adding documents to a doc stack
Setting up DocuSign placeholders
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Prerequisites

None. 

Adding a doc stack to the Client Portal

To create a document stack:

  1. Select a lead or deal and go to the Client Portal.

  2. Click ADD DOC STACK.

 

Enter a doc stack name and click Add Document Stack.

 

 

Adding documents to a doc stack

Click ADD DOC CATEGORY.

 

 

  1. Enter a label for the document category. This is the label that your clients will see in Finance Vault.

  2. Click the Request Type field and select DocuSign.

  3. Upload a document. Drag the file from your file explorer into the shaded rectangle, or click Click to upload and select a document.

 

Setting up DocuSign placeholders

Click Set up signatures.

 

 

 

If you can't see the DocuSign pop-up window when you click Set up signatures, check your browser settings. The most common cause of this problem is that the browser is blocking third-party cookies. To fix this problem, enable Allow all cookies or Block third-party cookies in Incognito.

 

  1. Enter a Role for each recipient.
    If you have set up the document as a template in DocuSign, use the same roles as you used in the template.

  2.  

    • Needs to Sign: The document won't be finalised until all recipients of this type have signed it.

    • Receives a Copy: Will receive a copy of the document when it's finalised.

    • [empty]: Share the document via FinanceVault only. BrokerEngine will not create a DocuSign envelope.
      ​

      Select a Recipient Type for each recipient.
      If you have set up the document as a template in DocuSign, use the same recipient types as you used in the template:

       

  3. Click Next.
    BrokerEngine will send you to DocuSign to configure the document fields.

  4. Check the name and email address for each recipient listed in DocuSign.

  5. If you've added phone numbers to BrokerEngine for recipients, check phone authentication settings for each recipient.

  6. Click Next.

  7. Add the required Sign here tab and Date field to each document, so the recipients know where to sign and date it.

  8. Click Send when you’re ready to send the documents. 
    DocuSign will send you back to Client Portal.

  9. Click ADD DOCUMENT.

 

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