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Sign and Print Payment Plan Terms

Payment plan terms and amortization schedule can be electronically signed and printed. The layout can optionally be customized using sheets. See Customizing Printed Payment Plans using Sheets.

Sign and Print using a Custom Payment Plan Layout
If using a custom layout and a signature box has been added to the sheet, the terms can be Electronically Signed before printing or saving. A Sign & Print button will appear below the amortization schedule.

Click Sign & Print to preview the payment plan terms and add a signature.

Print/Email: Print and/or email the terms to the guarantor and save a PDF copy in the Images module.
Create PDF: Preview and save a PDF copy. The PDF is only viewable by clicking View & Print in the Payment Plan window.
Save: Save a PDF copy in the Images module.
Cancel: Close the window without saving.

PDF versions of saved payment plans are saved in the Images module in the folder designated for payment plans (Definitions, Image Categories).

Notes

  • Once saved, the Sign & Print button changes to View & Print and the signature is viewable on the payment plan window.
  • If terms on a signed payment plan are changed or the layout of the sheet changes, the signature will invalidate. To re-sign:
    a. Click View & Print.
    b. Click Unlock to unlock the sheet (Sheet Edit security Permission required).
    c. Click X to clear the invalidated signature.
    d. Sign the terms.

Print Terms
If using the classic payment plan layout, or an electronic signature does not exist on the custom payment plan sheet, a Print button shows below the amortization schedule. Click Print to preview the terms.

 

 

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