What about ad hoc document signing?

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• Can you show how to drag-and-drop document uploads?

  Drag-and-drop can be done on an individual document or in bulk. Open a specific document to drag-and-drop a single document. To upload in bulk, select the List View, toggle Bulk Upload to on and then drag-and-drop files to each item in the list. ...

• Should we generate documents from Veritas before sending for signing?

  Yes. This makes the process one-step when using OneSpan.

• 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.

• 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 users upload documents for both spouses (e.g., two pay stubs) in one section?

  Yes, multiple documents can be uploaded per document type. Use clear file names to identify each client.