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...") |
No edit summary |
||
| Line 1: | Line 1: | ||
ProPay Vault | Setting up the ProPay Vault | ||
To have a ProPay vault created you will need 4 documents filled and signed by the client in question. | To have a ProPay vault created you will need 4 documents filled and signed by the client in question. | ||
| Line 8: | Line 8: | ||
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. | 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. | DocuSign has a very intuitive way to add fields and require the fields when filling out the forms/documents to send to the client. | ||
Once the documents have been signed VIA DocuSign by the client you will download the signed documents, upload them into the .11 client folder and send them to your contact at ProPay. At the time this was written you would send it to Marda and/or Heather at ProPay. | |||
Revision as of 18:20, 12 March 2024
Setting up the 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.
Once the documents have been signed VIA DocuSign by the client you will download the signed documents, upload them into the .11 client folder and send them to your contact at ProPay. At the time this was written you would send it to Marda and/or Heather at ProPay.