Resend a Document in DocFast

1214 views May 8, 2017 February 19, 2019 6

Overview

As an Agent using DocFast, there may be times that you need to resend a document to a consumer. When choosing to resend a document, you will be presented with two options:

  1. Resending the email for the consumer to sign
  2. Allowing the consumer to sign with the face to face method

 

Access the Customer Signature Form

1. Log into DocFast.

2. From the DocFast Dashboard, find the correct case.

3. Choose one of the following two options to display the Customer Signature form.

 

Option 1

1. Select Resend from the corresponding Action dropdown.

 

Option 2

1. Select the case’s Identification Number and click the More Details button to navigate to the Policy Details page.

Hint: If you received an email about a policy, you may also access the Policy Details page by clicking the link in the email.

2. From the Policy Details page, click the Action dropdown and choose Resend.

 

Resend the Document

Once the Customer Signature form loads, follow the steps below to resend the document.

1. Select Yes or No at the top of the form to indicate whether the consumer(s) is present to sign the document face to face. By default, No is selected, which means the document will be sent again via email.

 

Resend Via Email

If you select No at the top of this form (the default option), you are opting to resend the document to the consumer via email.

1. Ensure all the information displayed on the form, including the consumer’s email address, is correct.

2. If applicable, enter a custom message in the Custom Text field (optional).

3. Click Send Message to Client.

You will receive a confirmation that the document has been resent.

 

Sign Face-to-Face with the Consumer

1. If the consumer(s) is present to sign face to face, select Yes at the top of the form.

2. Select Start Consumer E-sign to begin the e-Signature process.

3. The consumer must complete a set of authentication questions, as defined by the carrier, (e.g. in the example below, the consumer is being prompted to enter the last 4 digits of their social security number).

4. Click Continue to be walked through the e-Signature process.

 

 

Video Tutorial


 

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