In Bectran, you can create and apply any form of credit documents that require the customer or other party’s signature. Examples: Personal guarantees and any other form of credit contracts/agreements. Every credit document is organized and attached to a credit request for audit trail and credit reviews.
To set up a document that requires signature, go to Account settings - - > Credit Policy - - >Document Mgt. Set the document type to SIGNABLE and upload the document content.
Once a document is created and activated for use, customers can sign and submit the document while completing a credit application. The credit staff can also initiate a request for signature to the customer or any other designated party.
*UPDATE 8/16* Message box for additional content for agreement can be configured into Signable Document during setup of document.