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Good afternoon, I spoke with a couple of the helpful people at our last forum, and got some great ideas but I cannot seem to get them to work correctly. I will try to explain in a little better detail, and I am hoping that someone has had better luck in resolving this issue.

  1. We generate our loan documents in LaserPro. There are a bunch of forms and different workflows depending on the loan type, so I started with just creating a template with one of the forms in it: ACH Authorization to Debit Account for Payment.
  2. I have created a blank template of the form - no information filled in. The blank template of course is no longer secure since I had to edit it to create the blank template. More on this in a bit.
  3. I gave the testing template a unique name so that I can copy-paste it into the Template Field in LaserPro when selecting Print to eSign: DNU ACH AUTH.
  4. I recall the loan, only select the ACH form, and send to print to eSign. I enter the above template name.
    • This part works - it goes to DocuSign, has the roles: Editor, Borrower and Account Holder.
  5. It sends the document to DocuSign okay, but now I have two documents in the envelope:
    • The form with the information completed from LaserPro, and
    • My template
  6. I can’t have the blank template go out - it isn’t a secured LaserPro form, and it is blank and doesn’t have any of the information on it so it is kind of useless to have in there.

 

What I have tried:

  1. Making sure that I am using the correct template name: copy-paste even though it is easy enough to type at this point.
  2. Setup the IDR Zones - I have almost the entire template as IDR zones, in the expectation that it should be able to recognize that the document coming in from LaserPro will match that page.
  3. Contacted Finastra Support. While they were very friendly and helpful to a point, my intention of not getting off the phone until it was resolved ended up in a long conversation with screen-sharing and a conclusion that it is not seeing the DocuSign Template.
  4. Downloading to pdf and then uploading into DocuSign to kick off the signing process. This also works, it does match the template, with the signing orders, but now we have the issue of true document control. It is leaving the command and control, and leaves too much room for error.

Why I need to use templates instead of just having an envelope template with no documents:

  • We have one form in particular, that LaserPro doesn’t send over initial fields: an Optional Credit form where they have to accept or decline in two places, and initial the correct boxes. I have found a way to accomplish this by adding non-printable radio buttons for each section, where they have to select accept or decline, and then the initial box becomes mandatory.
  • LaserPro is printing out the Date Signed on the document, and we want to capture the actual date that they sign, and not the date the document is generated in LaserPro.

Has anyone else been successful in getting LaserPro to recognize templates in DocuSign, and not sending out the blank template in the envelope? I am losing my hair over this, I know it has to be simpler or else other larger FI’s wouldn’t be using it. Can someone point me in the right direction please?

@BillD-Croghan 

When sending the document to DocuSign from LaserPro, leave the Template Name field blank or ensure it doesn't cause the blank template document to be included.

Thank you. I hadn’t tried that yet, as most of the discussions said the opposite - that I needed to make sure the Template Name I was entering matched the Template Name in DocuSign exactly. I didn’t even think to test eliminating it altogether. I will test that here this morning and see if I get any further.

Thank you for the suggestion. I did try that, and unfortunately it does not work. It did match the template, but it still includes the blank template in the envelope.

@BillD-Croghan 

If you did not specify the template name in LaserPro, which template is it picking from DocuSign?  Is it using template matching?   Does your template in DocuSign include documents?

I looked at the document, and it did seem to pull in my template that I have been using IDR zones on. It included the blank template from DocuSign into the envelope.

The DocuSign template does not have any fields in it - just the blank page. Currently LaserPro is only sending documents with signature fields on them.

So I spent some lengthy amount of time with Finastra trying to get this LaserPro to DocuSign working. I was able to get a couple of takeaways from the session:

  1. The documents coming from LaserPro are secured encrypted documents, meaning they won’t just send the information needed to a blank template. (Like you would expect from an API for example.) This means that any of the information on the pages, and the pages themselves can’t be changed.
  2. The only things that it will collect on those pages are signatures and date signed. It also appears that the date signed field always appears 2” from the edge of the page. No matter what document it appears on, including one that has an identified space about 4” in from the edge with “Date” under the line, it still places the date 2” in from the border. This is not anything I’m going to tackle at this point, but it is consistent, and I may need to ask Finastra to update their form.
  3. The above date isn’t the actual “date signed” but the date that you put in when exporting to eSign from LaserPro. For us, this may not be a big deal, but for others it could mean re-exporting the document when the customer is ready to eSign.
  4. Finastra support said that their customers have not had much success in adding additional “form pages” from templates. We were looking to add an Optional Credit Insurance form, where the customer must accept or decline two different insurance options, and initial in the correct box. We have a working template for this (they click accept or decline on a white radio button, then the corresponding mandatory initial box becomes visible), but we cannot get anything but the blank template to attach to the envelope.
  5. The template matching specifying the name “works” as in it will not export correctly if it does not find an available template with the exact spelling. We tried to use the template name in order to get the aforementioned Optional Credit to attach correctly. If I forget or add a space in the name, it won’t match, and won’t export to eSign.

Has anyone been able to add additional forms to the envelope using DocuSign and template matching? It seems like it is only useful for attaching things like a privacy notice at this point, and we can include that from LaserPro and it comes out needs to view for everyone. It would be nice to specify that only the Customer needs to view.

I would appreciate any pointers at this point. I know they say many Institutions use DocuSign with LaserPro, but at this point I’m wondering why they would if it is this complicated.

Hi @BillD-Croghan,

 

Thank you for sharing more details on this scenario.

Based on your description of how LaserPro adds their documents and fields during the envelope creation process, it sounds like their workflow is limiting you to using templates with basic fields on them. 

I am also interested in getting to know if you, or other community users find any workarounds to this behavior. Please continue to share your findings on this topic, if possible, as they will be most useful to future users facing this issue.

Best regards,   

 

Alejandro R. | Docusign Community Moderator   

"Select as Best" below if you find the answer a valid solution to your issue!   

 

The only workaround that we have at this point is to have LaserPro only send out the documents that require a signature. Anything else, such as documents that require initials or notices, get added to the DocuSign Template.

We then use that Template name in the field when exporting to eSign from LaserPro. Our current signing workflow, from the DocuSign side goes something like this:

  1. Export to eSign, ensuring customers’ and Lenders’ name and email addresses are correct. Enter in the correct Template Name in the available field.
  2. Loan processor role: re-orders the documents, adds additional documents if the Template didn’t add them, and ensures that the initials are in the correct places on the additional (non-LaserPro) documents.)
    They will also change additional signers to In Person, if the customer is in front of them, specifying that the in person signer is first.
  3. Customers sign,
  4. Lender signs,
  5. Document is complete and then is “Retrieved” into Director.

 

Anyone else have a different approach that works for them?

I’m having a similar issue where the editor goes into the envelope once it’s passed from LaserPro into Docusign, and the “Send Later” option is not there. Additionally, if the editor makes some corrections to the envelope or not, their only option is to Send it out then. If they have additional changes to make later, they cannot go back and “Correct” as normal. Did this occur for you as well?

I am not certain about our users and the send later option not being there at the beginning, but yes, the only option when making changes is Send.

That was another reason for having the QC1 position (Loan Processor in my scenario above) that could ensure that all the needed information/changes were made before sending it out. For them, they just don’t hit send if they need to get something else, they just close the envelope and save the changes. They are able to do that until they are ready to send it.

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