# Sending Applications Sending applications for signatures can be done in just a few steps. You can send blank application URLs or you can pre-populate data and pricing before sending for signature. This video will walk you through step by step. [Watch Loom Video](https://www.loom.com/share/7ef0f5db23a049099d79f1c861bf87da?sid=31195102-8d8e-4485-8489-d0098b2fc4f1) 4 MINUTES Level: Beginner ### Steps: 1. Create a customer from a Company Template 2. Fill out customer data and pricing 3. Save and send for completion 4. Complete Form 5. Sign and Upload Documents 6. Completed Customer Record 7. Blank Application URL and Embed Script # Custom Brand Your Applications This video will guide you through updating the default company logo and individual template logo. We will also cover template settings, styles, colors, typography, and adding a redirect link after the form has been completed. [Watch Loom Video](https://www.loom.com/share/c81b0375ed7b4d71b053b7584464acd5?sid=04da831b-9c51-4f3f-8d99-7980c2c46af7) 5 MINUTES Level: Beginner ### Video Overview: - Update the Default Company Logo - Add Custom Branding - Template General Setting - Update the Individual Template Logo - Return to Using the Company Logo - Updating the Brand Styles & Colors - Updating the Form Width - Showing the End-User Form - Updating the Typography - Adding a Redirect Link after Completion # Building a Form Within Your Template This video will cover editing existing Forms from the Marketplace along with building Forms within your Templates from scratch. Link to Form in this video ~ [https://bit.ly/3YeODJ6](https://bit.ly/3YeODJ6) [Watch Loom Video](https://www.loom.com/share/1cc3fcff0f0f47058e24191a4fd6391d?sid=9dab9c06-5e56-4dec-aa85-64ef74323c5d) 30 MINUTES Level: Advanced ### Steps: - Editing a Form from a Marketplace Template - Create a Few Test Merchants - Get Comfortable With the User-Interface - Common Use Cases with Editing Forms - Building Forms From Scratch - Creating Sections, Rows, and Columns - Creating Elements ~ Header & Paragraph - Adding Supporting Documents - Conditional Logic for Fields, Sections, and Supporting Documents - Including Integrations - Adding Field ~ Text, Text Area, Email, Website - Adding Field ~ Number, Select, Radio - Adding Field ~ Checkboxes, Phone - Adding Field ~ Address & Merge Field - Adding Field ~ Slider, Adds to Total - Adding Field ~ Repeater, Additional Signers # Mapping a PDF Within Your Template This video will cover PDFs that have been mapped in the Marketplace, swapping PDFs, adding addendums, uploading a new PDF, how to map fields from the Form to the PDF, and adding electronic signatures. [Watch Loom Video](https://www.loom.com/share/0048280c769045358e2a59076a0d28d5?sid=f50d7f26-4ed6-459c-aefd-c377bab603eb) 8 MINUTES Level: Intermediate ### Steps: - Overview and PDFs that have been mapped in the Marketplace - Swapping PDFs - Choosing Multiple Files When Uploading and Swapping PDFs - Deleting and Adding New PDFs - Connecting Form Fields to the PDF - Adding Pricing or Default PDF Field Values - Clicking and Dragging Fields on the left-hand sidebar to the PDF - Adding Signatures, Initials, and Date Signed for Primary Signer and Multiple Signers # Electronic Signatures ~ Web, Mobile, and Multiple Signers This video will cover electronic signatures for a single signer and multiple signers. There will be examples of users signing on the web and on a mobile phone. Under will also provide you with an e-signature confirmation page. [Watch Loom Video](https://www.loom.com/share/cdda721e34144ddba97635eb28f9c801?sid=87a83105-fbc0-4f34-bc8f-8970760dd52b) 15 MINUTES Level: Intermediate ### Steps: - Video Overview and Creating a New Template - Uploading a PDF to the Template - Click and Drag Primary Signer Fields from the left-hand sidebar onto the PDF - Click and Drag Primary Signer Signature, Initials, and Date Signed from the left-hand sidebar onto the PDF - Dropdown Menu to Choose Primary Signer or Additional Owners - Electronically Signing the Web Version of the Online Form for the Primary Signer - Locating and Downloading the E-Signature Confirmation Page - Electronically Signing the Mobile Version of the Online Form for the Primary Signer - Utilizing the Additional Owner Field from the Under Dictionary to add Additional Signers on the Form - Click & Drag Sign Fields - Correlating the Signature, Initials, and Date Signed to Signer 2+ - e-Signing With Multiple Signers - Process for the Second Signer - View the Data and Signatures - This Setup on a larger MPA (TSYS) # Customer Homepage & Customer Record This video will cover your Customer Homepage and the individual Customer Record. [Watch Loom Video](https://www.loom.com/share/cdda721e34144ddba97635eb28f9c801?sid=87a83105-fbc0-4f34-bc8f-8970760dd52b) 15 MINUTES Level: Intermediate ### Steps: - Video Overview & Navigate to Customer Homepage - Customer Homepage: Customer Name, Email, Status, Origin, Created & Modified Date, Owner, and Delete - Show Full Name onHover - Search by First Name, Last Name, Email, or Phone Number - Filter by Status, Origin, User, Team, or Date Created & Infinite Scroll - Find Individual Customer - Data Section to Edit or Show the Field Label, Value, Type, and if the field is connected to the PDF - Categories from Template: Personal, Business, Banking, Processing, Other - Show Current Template or Swap Active Template (Beta) & Notes - PDF Section to Update Pricing - Docs Section to View Signed PDF & eSignature Confirmation. You can also upload/download docs here. - Integrations Section to run KYC, KYB, Credit Check, Mastercard Match, Plaid Bank Integration, Twilio MFA, and Google Maps. You can also integrate data into your CRMs like HubSpot or Salesforce - Export Data to CSV or JSON - Status - Request Information for Completion/Signature and Creating New Customers # Platform Settings This video will cover your Under Platform Settings. There are individual tabs for your Profile, Users, Teams, Permissions, and Integrations. [Watch Loom Video](https://www.loom.com/share/3fadacdffcb245b2af01fe8051219fa3?sid=729e84fd-052f-4844-ac13-44960b96729f) 15 MINUTES Level: Beginner ### Steps: - Video Overview & Navigating to Settings - Profile ~ Account, Company, Password, and Stripe Billing Portal - Users ~ Name, Email, Role, Email Notifications, Status, Resend Invite, and Archive - Inviting New Users - Creating and Managing Teams - Permissions by Role for Each Product in the Under Platform - Integrations including the Salesforce or HubSpot CRM Integrations - Quick access to Users, Teams, Permissions, and Inviting New Users ## Next Up [Overview Video](https://youtu.be/oE8Flv2eMTQ?feature=shared)