The forms can be exported from Laserapp as a PDF and print them to have the client sign. To do this, log back into Laserapp and navigate to the “Saved forms” section. This section will have any forms that are in progress saved here. From here, click the Print Preview and proceed to print.

Category: Docusign

The forms can still be filled out electronically but will need to be printed out for a “wet” signature. However, any TLG forms can still be signed via electronic signature.

Category: Docusign

Unfortunately, there is nothing The Leaders Group can assist with if a client fails authentication. To be sure the client will be able to pass authentication, ensure they have a credit history and are familiar with data such as their addresses from the past 5 years.

Category: Docusign

There is a yellow tab on the sides of the forms that indicate where initials or a signature is needed. The client can click through to each area, or will see them as they read through the forms.

Category: Docusign

If the client has no credit history, they will not be able to authenticate themselves with the security questions. The questions are drafted from the credit history of the user through a system called LexisNexis.

Category: Docusign

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