Resources
Product documentation.
Application and platform walkthroughs from the Under documentation library.
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.
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
5
MINUTES
00:00Video Overview
00:20Update the Default Company Logo
00:54Add Custom Branding
01:13Template General Setting
01:27Update the Individual Template Logo
02: 15Return to Using the Company Logo
02:50Updating the Brand Styles & Colors
3:30Updating the Form Width
03:51Showing the End-User Form
04:20Updating the Typography
05:16Adding 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
30
MINUTES
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
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.
8
MINUTES
00:0 Overview and PDFs that have been mapped in the Marketplace
00:55 Swapping PDFs
01:18 Choosing Multiple Files When Uploading and Swapping PDFs
02:50 Deleting and Adding New PDFs
03:38 Connecting Form Fields to the PDF
05:45 Adding Pricing or Default PDF Field Values
06:27 Clicking and Dragging Fields on the left-hand sidebar to the PDF
07:42Adding 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. We will show you where to locate and download that document.
15
MINUTES
00:0 Video Overview and Creating a New Template
01:10 Uploading a PDF to the Template
01:24 Click and Drag Primary Signer Fields from the left-hand sidebar onto the PDF
02:07 Click and Drag Primary Signer Signature, Initials, and Date Signed from the left-hand sidebar onto the PDF
03:00 Dropdown Menu to Choose Primary Signer or Additional Owners
03:15 Electronically Signing the Web Version of the Online Form for the Primary Signer
04:36 Locating and Downloading the E-Signature Confirmation Page
05:02 Electronically Signing the Mobile Version of the Online Form for the Primary Signer
06:07 Utilizing the Additional Owner Field from the Under Dictionary to add Additional Signers on the Form
08:05 Click & Drag Sign Fields
09:05 Correlating the Signature, Initials, and Date Signed to Signer 2+
10:07 e-Signing With Multiple Signers
11:37 Process for the Second Signer
13:09 View the Data and Signatures
14:13This Setup on a larger MPA (TSYS)
Customer Homepage & Customer Record
This video will cover your Customer Homepage and the individual Customer Record.
15
MINUTES
00:00 Video Overview & Navigate to Customer Homepage
00:14 Customer Homepage: Customer Name, Email, Status, Origin, Created & Modified Date, Owner, and Delete
00:34 Show Full Name onHover
00:43 Search by First Name, Last Name, Email, or Phone Number
01:00 Filter by Status, Origin, User, Team, or Date Created & Infinite Scroll
01:37 Find Individual Customer
02:03 Data Section to Edit or Show the Field Label, Value, Type, and if the field is connected to the PDF
03:15 Categories from Template: Personal, Business, Banking, Processing, Other
03:47 Show Current Template or Swap Active Template (Beta) & Notes
04:31 PDF Section to Update Pricing
05:10 Docs Section to View Signed PDF & eSignature Confirmation. You can also upload/download docs here.
06:03 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
07:58 Export Data to CSV or JSON
08:38 Status
09:13Request 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.
15
MINUTES
0:00Video Overview & Navigating to Settings
0:15Profile ~ Account, Company, Password, and Stripe Billing Portal
0:33Users ~ Name, Email, Role, Email Notifications, Status, Resend Invite, and Archive
1:25Inviting New Users
2:24Creating and Managing Teams
3:39Permissions by Role for Each Product in the Under Platform
4:12Integrations including the Salesforce or HubSpot CRM Integrations
4:48Quick access to Users, Teams, Permissions, and Inviting New Users
Next Up
Overview Video