ezidox Collector FAQs

Is there a list of lenders and can I include my lender if they are not on the list?
Currently the lodge functionality will submit the documents to the lender by sending them via email.  Yes there is a list of lenders and if you lender...
Fri, 25 Nov, 2016 at 12:10 PM
How do I create a Document Request for senders whose information will be provided by a 3rd person?
A common scenario, is where the collector has a Document Request with 2 applicants (e.g. husband and wife), but their accountant will take care of the doc...
Fri, 25 Nov, 2016 at 12:16 PM
Is there a document list for each specific lender?
A specific lender template is not configured yet.  You can configure your own template list to match Lender's requirements.
Fri, 25 Nov, 2016 at 12:16 PM
How can I integrate with illion bankstatements?
Nothing simpler! Just follow these steps: 1: Create a bankstatements.com.au account. Contact hello@bankstatements.com.au to setup your account and...
Thu, 28 Mar, 2019 at 10:29 AM
How can I integrate with Credit Sense?
To integrate with Credit Sense to receive credit information start by: 1.    Contacting Credit Sense to register an account. Then obtain a store code ...
Mon, 31 Jul, 2017 at 11:21 AM
How can I add or remove the document template from the group?
To add or remove the document template from the group? Please follow the below steps to add or remove the document template from the group. 1. Go-to...
Wed, 20 Jun, 2018 at 3:16 PM
How can I integrate with Zapier?
Ezidox is a document management, collection and storage serviced and is now available to connect with on Zapier! Zapier is an online automation tool tha...
Wed, 2 May, 2018 at 1:15 PM
How can I integrate with DocuSign?
To integrate with DocuSign, Please follow the instruction below: What DocuSign Plan shall I buy? Customers who wish to use the Ezidox/DocuSign integra...
Fri, 4 Jan, 2019 at 11:02 AM
How to create and configure the document in ezidox and to create template in DocuSign to have it available in the send-out to the customers
Follow the Video to create template in DocuSign:
Fri, 20 Oct, 2017 at 8:31 PM
How to send a document that needs to be electronically signed with DocuSign to a customer
At the moment Electronic Signature can be triggered only from the Document Request details screen, using the "Send Documents" function. It is NO...
Tue, 1 May, 2018 at 9:20 AM