video1.0<iframe src="https://www.loom.com/embed/a19de2ae3359436699d85ab8b2f70db6" frameborder="0" width="1920" height="1440" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14401920Loomhttps://www.loom.com14401920https://cdn.loom.com/sessions/thumbnails/a19de2ae3359436699d85ab8b2f70db6-40d7c432d2d8641b.gif390.1In this video, I walk you through the process of adding and configuring a new form in our system. I demonstrate how to upload a test form, add dynamic elements like the primary borrower's name and loan number, and set up signature fields for team members. I also show how to preview the form and save it in the correct document section. Finally, I generate the form and create an eSign need for the processor, ensuring everything is set up for easy signing. Please follow along and replicate these steps for your own forms.