SoloSign

Automated contract control powered by DocuSign

• Will SoloSign+ work for all homeowners?
• SoloSign Automation & Available Fields
• How to See How Many Closing Documents You Have Sent
• Viewing your customer's doc requests
• DocuSign SoloSign+
• Are you able to resend the docs to the customer?
• Can there be a signer before the sales rep?
• Does the Solo Team handle Loan Docs?
• What happens if a homeowner fails KBA?
• What format does my contract need to be in?
• Do I need my own DocuSign account?
• Can I cancel/void the docs I requested?
• How do I add or remove a cosigner?
• Guide to SoloSign+ Knowledge Base Authentication
• Does the customer name need to match the name entered in the SoloSign+ Identity Questions section?
• Why is the logo spinning so long when I request docs?
• Can I edit my SoloSign documents after they've been sent?
• The Homeowner and Cosigner are using the same email but I'm only getting one email / it keeps signing as someone else. Why?
• Can I get a new set of docs with the pricing updated?
• Can I make it so Reps can't change any of the fields on the document?
• Why does my request only have interconnection docs?
• What is a signing order?
• How do I change my/the customers email after requesting docs?
• I can't see the Homeowner name or email on the contract, how can I fix it?
• How to Send Closing Documents from the Customer Page
• Will the sales rep be required to go through the SoloSign+ KBA identity check?
• Can you check to see if the customer has signed/opened the docs?
• Why aren't my docs in my email?
• How do I update my contract?
• Can we have multiple emails receive copies of the closing documents?
• Can we change the system price?
• Who can make changes to the contract?
• How to Send Closing Documents from the Solo Proposal
• Who do I reach out to if Loan Docs aren’t sending?
• How do I request loan docs?
• What does each signing status mean?
• What does “Autoresponded” mean in the signing status?