ProPayVault

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.