Should we generate documents from Veritas before sending for signing?

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• What about ad hoc document signing?

  Direct OneSpan signing is already available as an option.

• Are documents uploaded in Scarlett automatically transferred to Veritas?

  Not yet. Scarlett's API doesn't support document transfer; please download from Scarlett and upload to Veritas manually. Future integrations will be explored when they become available from Scarlett.

• Is the OneSpan integration live?

  Yes. OneSpan is integrated with Veritas to send Mandate and Suitability documents to clients for signing. Open the document item that you wish to send and complete the form. Select the Include OneSpan Tags checkbox and then click the Generate button. ...

• Can I generate a document for more than two borrowers?

  Yes. Veritas now uses dynamic forms, which are automatically generated based on the number of borrowers in the file. This functionality works the same way as when generating forms for two or fewer borrowers.

• How is the documents list generated?

  The documents list is generated based on the application type. It has been updated for residential, commercial, and private deals so that only the relevant documents and folders are created (e.g., purchase or refinance).