Sending Files automatically

If you want your file to be automatically sent to your banking partner after signature, go to the Setup dropdown menu in Functional Administration module and click Bank Contracts.

In the Signature Rules List, select the contract and click the corresponding number (hyperlink) in the Internal Signature or Actual Signature.

A new page appears with all the characteristics of the bank contract.

In the Actual Signature, the option is activated by default, enabling the file to be automatically transferred to the banking partner as soon as the signature process is completed. You can deactivate this option, if you want to cancel the automatic transmission to the partner.