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TurnKey Lender box solution contains integration with only 1 signer - Customer. 

 Flow with several signers need to be customized.

To put place for To define the place for the Signature, signer's name, or real date of sign to a document, User needs put corresponding tags to the templatethe agreement execution, provider-specific templates have to be used. This article describes the available Document signing integrations and relevant settings.


AdobeSign 

https://acrobat.adobe.com/us/en/sign.html

User can put any AdobeSign tag to a document template directly. No additional development is required.

View file
nameAdobe Sign - Creating Forms with Text Tags Reference Guide.pdf

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AdobeSign sandbox credentials:

Website: https://secure.na3.adobesign.com/public/login

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Document Description is displayed in email as document name and as the welcome message after the signer enters signature link


AdobeSign Signer Roles

In AdobeSign, each signer is identified with a unique role ID.

The role IDs should be the following:

  • signer1 - for the borrower user

  • signer2 - for the co-applicant user

These role IDs must be used when preparing document templates for AdobeSign


AdobeSign Text Tags


Service uses text tags in a following format:

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If text tags are not defined in the document, signature placeholders will be placed at the bottom of the last page

 SignNow 

Tags need to be defined in System. User can add only hard coded tags to a document.  

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https://docs.signnow.com/sn/ref/smart-fields/postdocumentdocumentidintegrationobjectsmartfields


View file
nameSignNow.docx

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250Using roles in code:

https://github.com/signnow/SignNow.NETSDKImage Removed

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Radio button example (chose one from 2)

Account Type:   Saving      {{t:r;r:y;o:"Customer";rn:"Group_name";rv:"Saving";checked:0;}}


               Checking {{t:r;r:y;o:"Customer";rn:"Group_name";rv:"Checking";checked:0;}}





SignNow test credentials:

ClientID: f6be2be91def9facfafc3f34259a1a1d

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URL: https://api-eval.signnow.com

SignNow Signer Roles

In SignNow, each signer is identified with a unique role ID.

The role IDs should be the following:

  • Customer - for the borrower user

  • CoApplicant - for the co-applicant user

These role IDs must be used when preparing document templates for SignNow


SignNow Text Tags

Service uses text tags in a following format:

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{{t:s;r:n;o:"Customer";w:100;h:15;}}



ESignLive


This signature provider no more belongs to the Silanis company. Now the OneSpan owns this product.

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https://community.onespan.com/documentation/onespan-sign/guides/feature-guides/developer/text-tag-extraction


ESignLive test credentials:


URL: https://sandbox.esignlive.com

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Oleksandra Kyrychenko has added you as a Signer to "PackageNameEsl"


ESignLive website credentials:

Website: https://sandbox.esignlive.com/login

login: isotnyk@turnkey-lender.com

password: SignatureTest1


ESignLive Signer Roles

In ESignLive, each signer is identified with a unique role ID.

The role IDs should be the following:

  • Signer1 - for the borrower user

  • Signer2 - for the co-applicant user

These role IDs must be used when preparing document templates for ESignLive


ESignLive Text Tags


Service uses text tags in a following format:

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