Docs Nested Tab

IMPORTANT
Before you enroll a client, the Gateway Authorization Agreement must be uploaded. It will be visible in the Uploaded Files tab.

This article includes the following topics:

• Docs tab overview
• Uploading files
• Searching uploaded files
• Downloading files
• Generate and send a PDF for E-Signature
• Void and resend E-Signed documents

Docs tab overview

The Docs nested tab in the Client Dashboard allows you to create and upload PDFs, including those for e-signature in multiple formats such as zip files.

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Uploading files

1. From the Client Dashboard, click the Docs tab.
2. Do one of the following:
   
   • Click Upload Files to access the documents on your hard drive > select the file > click Open; or
   • Drag and drop the file into the system.
3. The Upload File window opens.
   
4. If desired, go to the:
   • Category menu to select a category to organize, filter, and search for this document.
   • Debt Account menu to associate the document with the debt company it is related to.
   • Description field to add any additional information you may feel is useful to anyone who may review the document.
5. Click Upload.
   The document is now located in the Uploaded Files tab in the Client Documents section of the Docs tab.

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Searching uploaded documents

1. From the Client Dashboard, click the Docs tab.
2. Click Uploaded Files.
3. To narrow your search, use the Select menus (see the image below).
   

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Downloading files

1. From the Client Dashboard, click the Docs tab.
2. Click Uploaded Files.
3. Click the icon to the right of the document you want to download.
4. The document should appear at the bottom of your screen. Click it to preview it.
   
   

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Generate and send a PDF for E-signature

1. From the Client Dashboard, click the Docs tab.
2. Click Generate Documents.
   
   The Generate Document page opens.
3. Select a document from the Choose Template menu.
   
4. If desired, select a Creditor to associate the document to, from the Creditor menu.
5. Select any of the following options:
   
   • Send To ClixSign if the document was created with the PDF Builder > click Generate PDF > and go to the ClixSign section to continue.
   • Open & View: to view a finished version of the document after it has been generated.
6. Click Generate Document Template.

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ClixSign Steps

1. 1. 1. From the ClixSign page, set the toggle for the appropriate option to ON:
         • Send Email to send the document in an email; or
           
         • Send SMS to send this as a text message.
           
           

           NOTE
           If you are sending an SMS, you can edit the number you want to send the message to or select an option in the From Number to change the number the SMS is coming from.
           

      2. Select an option from the Select Template menu.
      3. Select the Enforce Signing Order checkbox if you have multiple signers and you want them to make sure the document is signed in a particular order.
      4. If you have multiple signers that are receiving the document, you can use the toggle button to specify whose signature is required and whose isn't.
      5. Click Send For Signature when finished.
         1.  

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      Void and resend E-Signed documents

      1. From the Client Dashboard > click the Docs tab and then click the E-Signed Docs tab.

      2. Click the magnifying glass icon for the document you want to void or resend.

         The document window opens.
         

      3. Do one of the following:
         If desired, click Void Document > click OK to confirm action; or
         Click Resend Notification to resend the document.

      4. If desired, click the next to the signer's name under Signer Activity to view more details about the document and its recipients (see example below).

         

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