Documents Requiring Signature

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.

You can work with your Platform Services Specialist to get these documents configured.