ProPayVault: Difference between revisions
(Created page with "ProPay Vault To have a ProPay vault created you will need 4 documents filled and signed by the client in question. The documents will be found on .11 within their own client folder, if they do not have a client folder you can copy the NewClientBase, create their folder. The documents are apart of the base folder. The 4 document names will be "ProtectPayAgreementv1.2022.pdf", "ProtectPayflatrateScheduleA.docx", "EFTFormforProPay.pdf" and "w9.pdf". The ProtectPayflatrat...") |
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Revision as of 18:19, 12 March 2024
ProPay Vault
To have a ProPay vault created you will need 4 documents filled and signed by the client in question.
The documents will be found on .11 within their own client folder, if they do not have a client folder you can copy the NewClientBase, create their folder. The documents are apart of the base folder. The 4 document names will be "ProtectPayAgreementv1.2022.pdf", "ProtectPayflatrateScheduleA.docx", "EFTFormforProPay.pdf" and "w9.pdf".
The ProtectPayflatrateScheduleA.docx document will need to be filled out manually and saved to a PDF before sending. The other 3 document fields will be filled out when sending the documents to the Clients VIA DocuSign. DocuSign has a very intuitive way to add fields and require the fields when filling out the forms/documents to send to the client.