LiquidOffice Training Class Resources
Welcome LiquidOffice Class Attendees! Here we will provide you links that will be used throughout the training.
We hope that you find this information helpful, and wish you much success on your eSign documents implementation.
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Training Videos
Each video provides you the required knowledge for the specific topic, which further helps you understand, plan and implement documents
Best Practices for Document Design
eSign Links
Each video provides you the required knowledge for the specific topic, which further helps you understand, plan and implement documents
Lending
Membership
Labs
Here we provide the links to various scenarios explained within Training Manual Lesson # 7. Click on the appropriate topic to launch eSign to learn the document behavior within eSign.
Quizzes
Here we provide the links to quizzes used during the LiquidOffice Training Class.
Evaluation
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Recurring Options
Each video provides you the required knowledge for the specific topic, which further helps you understand, plan and implement documents
RECURRING TYPE: Non-Recurring (Default Setting)
Document MUST be mapped with correct prefixes for each individual – P_ for Primary and C_ for CoBorrower
Other borrowers (Non Spouse) are mapped with O1_
Scenario 1A
John Smith(Primary – P_) and Stela Smith (Spouse of Primary – C_)
Scenario 1B
John Smith(Primary – P_) and Brian Smith(OtherApplicant – NonSpouse – O1_)
RECURRING TYPE: Recurring (Optional Setting)
If setting “Recurring” – also uncheck checkbox for “Show Other Apps in Prime App Section. eSign generates a separate document for each “OtherApplicant-NonSpouse” applicant type. Document MUST be mapped with correct prefixes for each individual – P_ for Primary and C_ for Co-Borrower. For Scenario 2C — If there is Spouse data – Kinective eSign will identify the “Spouse” and print with Primary applicant. Ideal Document is “Loan Application” so non-related individuals do not get to see each other non-public personal data
Scenario 2A
John Smith (Primary) and Brian Smith (OtherApplicant – NonSpouse)
Scenario 2B
John Smith (Primary: Son) and Stela Smith(OtherApplicant – NonSpouse:Mother) and Brian Smith(OtherApplicant – NonSpouse:Father)
Scenario 2C
John Smith (Primary) and Stela Smith (Spouse of Primary) and Brian Smith (OtherApplicant – NonSpouse)
RECURRING TYPE: None (Mandatory)
Lending Documents that are mapped with O1_, O2_ prefix for additional borrower fields
Scenario 3A
John Smith (Primary: Son) and Stela Smith (OtherApplicant – NonSpouse:Mother)
RECURRING TYPE: Non-Recurring
Guarantor Specific Lending Documents that are mapped with GA1_ prefix
Scenario 4A
John Smith (Primary:Son) and Stela Smith (Guarantor or CoSigner:Mother)
Field Data Dictionaries
Click on the appropriate field data dictionary link. Each page is password protected. Each FI receives the password if FI is an active client of system. Do not share the password. The password will be provided securely.
Forms Design Toolkit
Click to download the “Forms Design Toolkit” zip file and save it on your desired location. These files will be used during the training class.
Training Manual Resources
Each attendee will receive the copy of the latest manual being used for the class attended only. To be able to download the future training manuals, Kinective requires active annual subscription. Kinective strongly recommends the annual subscription if the FI intends to design and maintain documents in-house.
Click the link to browse to the page to download the training manual. Use the password provided to open the training manual.
