How to Attach a Document to a Package in Signialite

This guide walks you through the steps to attach a document to a loan package and, if needed, add tags to the document in SmarteNotary.

Step 1: Access the Document Upload Feature

1. Access SigniaLite
2. Click on the Document Upload tab.

Step 2: Select and Attach Your Document

1. On the Document Upload screen, click the Upload Document button.
2. Your local file folder/explorer window will appear.
3. Browse and select the document(s) you wish to upload.
4. Click the Append Client Uploaded Documents checkbox to attach the documents to the package.

Step 3: Complete Package Request and Preview

1. Once the document is attached, click on the Package Request tab.
2. Fill out any missing information required for the package.
3. Click the Preview button.
4. Wait for the loan processing to finish.
5. Click on the Preview / Download Loan Document(s) button.

Step 4: Submit for eSign

1. Locate the eSign Destination dropdown menu.
2. Select SMART eSign from the dropdown options.
3. Click the Submit button.
4. You will receive a confirmation of success notification.
5. You can now access the package in the SmarteNotary platform to continue the signing process.

Step 5: Annotate the Document(s)

Any documents generated by SigniaDocs will not require these steps. This should only be needed if documents were added to the pages using Steps 1-4 above.

1. Log in to SmarteNotary at www.smartenotary.com/admin.
2. Locate and open the Loan Package.
3. Scroll down to the Package Documents section and find the document.
4. Click the document name to open the Document Details.
5. Click the Manage Smart Tags button.
6. Use the blue arrows to navigate the document's pages.
7. Click on a Tag from the Document Tag List.
8. Drag the Tag to the appropriate location. 
9. Click the Participant drop-down to assign the Tag to the appropriate signer.
10. Click the Apply button when finished.
11. Click the Close button.
12. Repeat for any additional documents that need to be tagged.