E-Signature

Overview of E-Signature

The DigiFi platform includes built-in integrations with Docusign and PandaDoc, two leading electronic signature providers.

You can set up these integrations to use DigiFi's e-sign feature, which lets you trigger e-sign processes from the "Documents" tab of applications or through automation. This initiates a signature flow with the recipient using the selected provider. Once the flow is complete, the signed document is automatically retrieved and stored as a document in the DigiFi platform.

Docusign E-Signature

Connect Docusign to DigiFi

To connect Docusign to DigiFi, follow the instructions in the User Manual. Templates can be imported once Docusign credentials are added to DigiFi.

Import Docusign Templates To DigiFi

To create a template in Docusign:

Log into your Docusign account and go to “Templates” from the navigation bar.
Add Recipients (Roles Only). When setting up recipients, define only their Roles (e.g., Borrower, Co-Borrower, Intermediary). Leave Name and Email fields blank.

Roles are required for proper mapping to DigiFi entities.

Create fields within the Docusign template, and these fields will later be mapped to DigiFi values in the process. DigiFi supports various field types, including text, number, checkbox, radio button, dropdown, and note.

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Text Validation
DigiFi supports validation for Docusign text fields. If you enable validation for text fields in Docusign, the system will recognize the validation, and you can assign DigiFi variables accordingly. The mapping works as follows:

Text + No validation → Any variable type (except Table)

Text + SSN validation → Text variables

Text + Email validation → Text variables

Text + Number validation → Number, Percentage, or Monetary variables

Text + Letters validation → Any variable type (except Table)

Text + Date validation → Date variables

Text + Zip validation → Text variables

Text + Zip+4 validation → Text variables

Custom validation → Any variable type (except Table)

After you’ve created e-sign templates within your Docusign account, you can import them into DigiFi.

To import a template to DigiFi:

Navigate to the Lending Setup > Your Loan Product > Documents > E-Signature.
Click the "Import Templates" button.
Select the Provider: Docusign.
Select which templates you want to import to DigiFi from Docusign.
Click the "Import Templates" button.

After you’ve imported templates, you need to map Docusign recipients to DigiFi entities and the Docusign data fields to variables (i.e. data fields). This lets the DigiFi platform know what data to pass into the Docusign integration when it runs.

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For Example
If your Docusign integration requires the borrower's name, you can map the "Borrower First Name" and "Borrower Last Name" variables to the template.

To map your Docusign template, click on it in the table. You'll then see two sections:

In the "Recipient Mapping" section, choose who should receive the e-signature request when it is sent. This section lets you map DigiFi entities (e.g. borrower, co-borrower, intermediary) to the recipients that you set up in Docusign.
In the "Field Mapping" section, click on one of the template data fields and select an option from the list (variable, value, formula).

Once you have completed this mapping process, toggle the activation button (beside the page title) to "Activated" to make the template available for use in the DigiFi platform!

PandaDoc E-Signature

Connect PandaDoc to DigiFi

To connect PandaDoc to DigiFi, follow the instructions in the User Manual. Templates can be imported once PandaDoc credentials are added to DigiFi.

Import PandaDoc Templates To DigiFi

To create a template in PandaDoc:

Log into your PandaDoc account and go to “Templates” from the main navigation bar.
Click + Template and create a blank template or select your own.
Add Recipients (Roles Only). When setting up recipients, define only their Roles (e.g., Borrower, Co-Borrower, Intermediary).

Avoid specifying names or email addresses. These roles allow proper mapping to DigiFi entities during the document sending process.

Create the fields required for the e-signature process. These will later be mapped to DigiFi variables. PandaDoc supports a variety of field types, including signature, number, date, checkbox, radio buttons, initials and text, which can be dynamically populated based on application data.

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Field Types
DigiFi supports mapping for a subset of PandaDoc field types. Only Text, Date, Checkbox, Dropdown, and Radio Button fields can be mapped to DigiFi variables.
Fields such as Signature, Initials, Billing Details, and Stamp cannot be mapped, but they will still be included and completed during the signing process in PandaDoc.
Only fields with a defined Merge Field in PandaDoc are available for mapping in DigiFi. If a field does not have a Merge Field value, it will not appear in the mapping list.
If multiple fields in PandaDoc share the same Merge Field, only one of them will be displayed in DigiFi for mapping.

After you’ve created e-sign templates within your PandaDoc account, you can import them into DigiFi.

To import a template to DigiFi:

Navigate to the Lending Setup > Your Loan Product > Documents > E-Signature.
Click the "Import Templates" button.
Select the Provider: PandaDoc.
Select which templates you want to import to DigiFi from PandaDoc.
Click the "Import Templates" button.

After you’ve imported PandaDoc templates, the next step is to map recipients and fields to DigiFi entities and variables. This lets the DigiFi platform know what data to pass into the Docusign integration when it runs.

To map your PandaDoc template, click on it in the table. You'll then see two sections:

In the "Recipient Mapping" section, choose who should receive the e-signature request when it is sent. Map PandaDoc recipient roles to DigiFi entities (e.g. borrower, co-borrower, intermediary). This ensures that when the document is sent, the correct participants are assigned automatically based on the application data.
In the "Field Mapping" section map PandaDoc template fields to DigiFi data. Click on one of the template data fields and select an option from the list (variable, value, formula).

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Mapping Behavior
When mapping recipients, DigiFi automatically passes standard recipient data (such as first name, last name, email, and phone number) to PandaDoc when roles are mapped to standard entities like Borrower, Co-Borrower, or Intermediary.
If a recipient role is mapped to “Other”, you must manually map the required fields to ensure the document can be sent successfully.
In the Field Mapping section, only custom variables and fillable fields from PandaDoc templates are available for mapping in DigiFi. Other variable types (such as role variables or system variables) are not supported for mapping.

Once you have completed this mapping process, toggle the activation button (beside the page title) to "Activated" to make the template available for use in the DigiFi platform!

Testing Your Templates

After completing the previous steps for either Docusign or PandaDoc, your integration should now be working.

Please refer to the How To Use E-Signature section for details on using Docusign and PandaDoc once configured. This process can be followed to test either provider for a specific loan application. Moreover, you can establish an automated e-signature workflow by creating a "Send Document for E-Signature" action in Automation Builder.