[kevin85k]

Does anyone's software allow the merchant to upload their bank statements in the same email? I'm sending 2 emails to every merchant now and it's a pain in the ass.
1. DocuSign
2. Email requesting Bank Statements

[abfunders]

Does anyone's software allow the merchant to upload their bank statements in the same email? I'm sending 2 emails to every merchant now and it's a pain in the ass.
1. DocuSign
2. Email requesting Bank Statements

In the DocuSign (which you haven't switched yet??), you can actually require a file attachment on the template.
https://support.docusign.com/s/quest...s-on-templates

If you use SignNow, you create a Template for the application, and you send out the email requesting the bank statements together with the link to the app in the same email.

Email me if you're looking for a more "complete" solution, I'll introduce you to a software company.

[lets talk about it]

Does anyone's software allow the merchant to upload their bank statements in the same email? I'm sending 2 emails to every merchant now and it's a pain in the ass.
1. DocuSign
2. Email requesting Bank Statements

you can attach an option on your docusign ACC for the merchant to send in the statements through PDF.