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How to create an e-sign template (beta)
How to create an e-sign template (beta)

e-signing template, signing form,

Marnie George avatar
Written by Marnie George
Updated over a week ago

How does it work?

This feature allows a team admin to configure their own e-sign template by uploading a pdf and then providing the JSON (code) needed to populate the pdf with signing fields and data from the Finmo application. The config for e-sign templates is a JSON configuration that tells OneSpan Sign where to place fields on a PDF. The signing fields can be assigned to the main borrower, or any of the secondary borrowers.

*Note: You must include at least one signature type field (either initials or signature capture) for each borrower type included.

Getting Started

In the document setting under team settings in Finmo, a team admin can add a name, a PDF and the JSON code in order to create a template. The JSON specifies the details of where to place and how to style signature locations, dates, and data from the Finmo application:

  1. Click the "gear" icon on the left menu to access "Team Settings" (note you must be a team admin to access this menu.

  2. Scroll down to "Documents" and select "E-sign templates".

3. Give your new e-sign template a name then upload a pdf version of the document you want to create a template for by clicking on "Choose file" or you can drag and drop it into the "Files" area.

4. The final step is to add the JSON Configuration. The configuration is defined in the tables below and some examples are included. Once the Configuration is added click on "Save changes".

Config

Field name

Type

Description

mainBorrowerApproval

BorrowerApproval

Contains fields for the main borrower to fill out

additionalBorrowerApprovals

BorrowerApproval

Contains fields for all additional borrowers to fill out

BorrowerApproval

Field name

Type

Description

fields

BorrowerField[]

An array of borrower fields that are attached to the relevant borrower

other properties

OneSpan Approval

See description below

BorrowerField

Field name

Type

Description

finmoAdjustments

FinmoAdjustments

An array of borrower fields that are attached to each secondary borrower

other properties

OneSpan Approval Field

See description below

The following properties are recommended to be set at a minimum for each BorrowerField

Field name

Type

Description

page

number

The page number on the PDF document which this field is placed

type

string: SIGNATURE, INPUT, IMAGE

The main type of this field.

subtype

string: FULLNAME, INITIALS, CAPTURE, LABEL, TEXTFIELD, TEXTAREA, CHECKBOX, DATE, RADIO, LIST, QRCODE, CUSTOMFIELD, SEAL, MOBILE_CAPTURE, RAW_CAPTURE, DATEPICKER

The sub type of this field. Labels can be used for static text.

width

number

The width of the field box

height

number

The height of the field box

left

number

The number of pixels from the left of the page the field will appear (plus finmoAdjustments.leftSpacing for each additional borrower)

top

number

The number of pixels from the top of the page the field will appear (plus finmoAdjustments.topSpacing for each additional borrower)

value

string

The default value of the field. This can be used to insert application data. See "Value Replacements" section of this page

FinmoAdjustments

Field name

Type

Description

leftSpacing

number

For each subsequent borrower, leftSpacing will be added to the left value on the related BorrowerField

topSpacing

number

For each subsequent borrower, topSpacing will be added to the top value on the related BorrowerField

Value Replacements

Value replacements can be used to inject values from the Finmo application into your document.

To use a value replacement set the field to one of the defined values as below

{
"type": "INPUT",
"subtype": "LABEL",
"value": "{{borrowerNames}}"
}

Value

Description

{{borrowerNames}}

A comma separated list of borrower names on the application

{{currentDate}}

The current date in format YYYY-MM-DD

{{subjectPropertyAddress}}

The address of the subject property

{{currentAddress}}

The current living address of the main borrower

{{brokerName}}

The name of the agent on the deal

Example Configs

This config places a date, the current address at the top of page 0, and borrower signatures at the bottom:

{
"mainBorrowerApproval":{
"fields":[
{
"binding": "{approval.signed}",
"page": 0,
"subtype": "LABEL",
"width": 133,
"height": 30,
"left": 560,
"top": 941,
"type": "INPUT",
"value": "MMMM dd, yyyy HH:mm:ss z"
},
{
"page": 0,
"subtype": "LABEL",
"width": 454,
"height": 27,
"left": 22,
"top": 886,
"type": "INPUT",
"value": "{{borrowerNames}}"
},
{
"page": 0,
"subtype": "LABEL",
"width": 535,
"height": 30,
"left": 158,
"top": 133,
"type": "INPUT",
"value": "{{borrowerNames}}"
},
{
"page": 0,
"subtype": "LABEL",
"width": 563,
"height": 41,
"left": 131,
"top": 179,
"type": "INPUT",
"value": "{{currentAddress}}"
},
{
"page": 0,
"subtype": "LABEL",
"width": 132,
"height": 24,
"left": 98,
"top": 88,
"type": "INPUT",
"value": "{{currentDate}}"
},
{
"page": 0,
"subtype": "CAPTURE",
"width": 135,
"height": 30,
"left": 24,
"top": 942,
"type": "SIGNATURE"
}
]
},
"additionalBorrowerApprovals":{
"fields":[
{
"page": 0,
"subtype": "CAPTURE",
"width": 111,
"height": 30,
"left": 161,
"top": 942,
"type": "SIGNATURE",
"finmoAdjustments":{
"leftSpacing":170
}
}
]
}
}

How to select a template in e-signing within a deal

Once created, the template will appear as a checkbox in Finmo to be added to an e-signing package in your deal.

  1. Click into the "E-signing" section on the left menu, then check off the template you wish to use in the "Add e-sign templates and compliance docs" section.

  2. The template will be added to your e-sign package.

How to edit or delete an e-signing template

  1. Click the "gear" icon on the left menu to access "Team Settings" (note you must be a team admin to access this menu.

  2. Scroll down to "Documents" and select "E-sign templates".

3. Locate the name of the template you wish to edit or remove and click on the appropriate action.

Should you have any questions, please click on the chat button.

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