Click below to watch a quick video on how to manually send a consent form for signing using generated compliance documents.

You can generate a consent form and send it for e-signing within the deal. Please note, you must be a team admin on Finmo to be able to generate documents. To do this you will need to update your compliance settings in your team profile.

Once this has been set up in your team settings, you will be able to generate the Consent form for all deals going forward in the "Compliance" section of the deal.

After the form has been generated, you will be able to add that document to your e-signing package and send out for signature.

Should you require further help click the chat icon on your screen or send us an email support@finmo.ca