Lend Sign

Lend's own digital signature service

Lend Sign allows you to send out documents for signature in a fast, secure, and streamlined way.

Key Features:

• Unlimited Document Sends - Send as many documents as needed.

• Flexible Delivery - Send documents via SMS, Email, or both.

• Sign Anywhere - Sign on any device using finger, mouse, or trackpad.

• Unlimited Templates - Create as many templates as you need.

• Customisable Templates - Use the template builder to create and reuse blocks and customise templates.

• Recipient Options - Set up templates for single or multiple recipients.

• Unlimited Document Storage - Store all signed documents securely within Lend.

How to Guide:

Getting Started

Lend Sign supports five main template “Uses” within the Lend Platform:

1. Consumer Combined Credit Guide, Credit Quote and Privacy

2. + Preliminary Assessment Non Sign Preliminary Assessment

3. + Credit Proposal Credit Proposal

4. Commercial Privacy

5. Ad-hoc Documents

Note: Default templates are provided for Consumer and Commercial flows, which are applied until you publish your own versions. Templates are managed at the partner account level, meaning all users share the same templates for consistency.

Admins can access Lend Sign from the Manage menu in the Lend Platform to create and manage templates.

The Templates page displays a list of your current templates. The Type column shows whether each template is a Lend Default template or one of your own Custom templates.

The row colour indicates if the template is a Lend Default template (light blue) or one of your own templates (white).

Template List

Browser Compatibility

Important - the editor is only compatible with Chrome.

Steps to create a new template

1

Add Template

Click Add Template to open the template creation modal.

• Name your template.

• Choose to either:

  • Build from Scratch: Leave the public template list empty and select a Template Use.

  • Revise an Existing Template: Select a public template, which will auto-select the correct Template Use.

• Click Add to proceed.

2

Configure Template Settings

• Add an optional description.

• Select a Send Method:

  • Multiple Documents: Send one document per recipient.

  • Single Document: All recipients sign the same document.

3

Edit Your Template

• Use the editor to customise your template.

  

  Template Editor
• Drag and drop in Variables to dynamically add application data.

• Continuously review your template to see how it will look as a PDF.

• Add blocks fro repeatable data. Learn more about Blocks.

• Add a signature Block for recipients. Learn more about Blocks.

4

Publish

When you’re ready, click Publish.

Learn more about Lend default and public templates. Learn more about revising and publishing templates.