SendNow allows you to collect documents from Borrowers and their associates, without them needing a login to Ventures. This page covers how to create and customize SendNow sites. We have several articles covering how to use SendNow, please click here to visit the SendNow article hub. 

 

Use the links below to skip to a specific section of the article:

• Site Creation.
• The General Tab.
• The Fields Tab.
• The Recipients Tab.
• The Styling Tab.
• Final Steps.

 

Site Creation

 

A Site Administrator account is needed to create SendNow sites. Site Administrators can also grant users permissions to access SendNow in the User Access area of Administration.

 

• Click on Administration in the menu at the top of the screen.
• Click SendNow in the menu on the left. A submenu will appear.
• Click Sites. 

 

The SendNow sites page will load. You will see a table containing any already created SendNow sites. 

 

You can copy an already existing site by clicking the copy button next to the site you wish to copy. The button looks like two pieces of paper with folded edges. A pop-up will appear, we will cover the pop-up below as it is the same pop-up as the create a site pop-up. For this article, we will create a site from scratch.

 

• Click Add.

 

 

• The Create a SendNow site pop-up will appear. There are three tabs in the pop-up. Each of these are covered below.

 

The General Tab

 

The fields on the General tab allow you to set the information people will see when they navigate to the SendNow site you are creating. 

 

1. Description: Enter the description for your site here. This description does not appear on the SendNow site itself. It is the description listed in the table on the SendNow Sites page in Ventures.
2. URL Customization: You can customize part of the URL of the SendNow page. What you enter here will replace the "mysite" portion of the url. For example: sendnow.gatewayportal.com/VLT/mysite Please note your url will not be the same as our test site. Urls are based on the your Ventures site.
3. Title Text: Enter the title text for your site here. It will display at the top of the page.
4. Welcome Text: Enter any welcome text you wish your site to display here. It will display under the welcome text.
5. Instruction Text: Enter any instructions you wish your site to display. Information entered here appears below the welcome text.
6. Terms of use URL: You can add a link to your specific Terms of Use. The Terms of Use link at the bottom of your SendNow page will lead to your link.
7. Privacy Policy URL: You can add a link to your specific Privacy Policy. The Privacy link at the bottom of your SendNow page will lead to your link.
8. Active check box: If this box is not checked, your SendNow site will not be active. You will be able to see it in your list of sites on the SendNow page in your system, but no one will be able to navigate to it. 

 

• Fill in the fields on the General tab to build your site. Then, click the Fields tab.

 

 

The Fields Tab

 

The Fields tab controls what fields will display on the site you are creating. 

 

You will see a list of fields in the Available Fields column.

• Select the field you would like to include,  and click the button with an arrow pointing right, towards the Selected Field column. You will see the name of the field move to the Selected Fields column.
• You can select multiple fields by holding down the Shift Key on your keyboard, then move them to the Selected Field column using the button with the right facing arrow. 
• You can move all fields to the Selected Fields column by clicking the button with two arrows pointing to the right.
• If you select a field you do not want to use. Use the button with the left facing arrow pointing towards the Available Fields column to move a selected field back to the Available Fields column.
• You can move all the fields in the Selected Fields column back to the Available Fields column using the button with two left facing buttons.
• You can use the up and down arrows next to the Selected Fields column to specify the order the fields will appear on the page. Click the field and use the arrows to move it to the position you want it to appear. The fields will be listed in the order they are listed in the Selected Fields column.

 

 

The fields you can add are:

Company Name, Contact First Name, Contact Last Name, Contact Phone, Contact Email Address, Loan Number, Recipient (will allow the user to select one of your Ventures users to receive the documents, we will cover setting up the list of Recipients) and Comments.

 

You must include at least the Company Name field or the Contact First Name field and Contact Last Name field. They must be marked as a mandatory required field (we will cover how to mark it as required shortly). Besides that, you can select as many or as little of the fields as you would like. 

 

• Once you have selected the Fields you would like included, scroll down to the Field Settings area of the pop-up.

 

• You can change the label of fields using the text boxes labeled "Public-Facing Name". This is not required, if you leave the field blank, it will default to the field name listed here. For example instead of Company Name, you could label the field as "Enter your Company here please." If you leave the field blank, it will read Company Name.

 

• Use the Required radio buttons to mark whether the field is required or not. Select Yes to mark the field as required. Select No to mark it as optional. Remember, you must have at least the Company Name field or the Contact First Name field and Contact Last Name field in the Selected Fields area, and your choice must be set to Required. 

 

 

When you finish setting up the fields you would like included on the SendNow page you are creating, click the Recipients tab.

 

The Recipients Tab

 

The Recipients tab allows you to set specific recipients to include on your SendNow site in the Recipients field. If you leave this blank, all recipients will be added to your site by default. If this is the first time you are setting up your site, you will not see the option to add specific recipients. Your site needs to be created first. After it is created, you can edit the site to add site specific recipients.

 

 

• Click Add.

 

 

• A list of all recipients specified on the recipients will appear. You can find out more about the recipients page here.
• Select the recipients you want to be specific to the site you are creating by filling in the check box next to their name. You can select as many as you would like. You can use the master checkbox at the top of the column to select all recipients you see.
• Click Add.

 

 

• You will return to the first screen of the Recipients tab. You will see the recipients you selected in the list. The site will now only display the recipients selected in the recipients field.
• You can remove a recipient using the X icon next to their name.

 

 

Once you have finished specifying if you want specific recipients for your SendNow site, click the Styling tab.

 

The Styling Tab

 

The Styling tab allows you to set a Primary and Secondary Color for the SendNow site you are creating. It also allows you to upload a logo.

 

• The Primary Color runs across the top of the site
• The Secondary Color controls the color of the Submit button.
• Logos that you upload will appear in the top left corner of the site.

 

The process of selecting the colors for your site is the same whether you are selecting the Primary or Secondary Color. We will use the Primary Color as our example.

• Click the colored in field for the color you would like to set. A color selector will appear. You have several options on how to select the color.
   

 

• You can use the selector bar to select the color, then the hue box to select the specific hue of the color you would like. The circle next to the bar is a preview of the color selected.

 

 

• You can use the dropper icon to select a color on screen. Click the dropper icon, your cursor will change to a selector. Click on the part of your screen that contains the color you would like to select. The color selector will automatically set the appropriate color based on your selection.

 

 

• You can enter the RGB values, HSL values or the Hex Code for your color in the field at the bottom of the selector. It defaults to RGB values, click the portion of the selector with the RGB label to cycle through the other options. Once you select the appropriate option, enter your values in the fields provided.

 

 

 

• When you finish selecting your color, click outside the color selector to minimize the selector and continue building your SendNow site. 

 

 

 

 

If this is the first time you are setting up your site, you will not see the option to add a logo. Your site needs to be created first. After it is created, you can edit the site to add a logo.

 

• To add a logo, you can use the Select button to choose a logo from your local machine, or you can drag and drop the file into the marked area. The logo will upload. You will see a preview of the logo appear in the Current Logo spot of the pop-up. 
• You can change the logo by uploading a new one.
• You can delete a logo by clicking the Delete Logo button.

 

 

Final Steps

 

• When you finish building the SendNow site, review what you have entered on the General tab, the Fields tab and the Styling tab. Click Save.

 

 

• The pop-up will disappear. You will see the site you created appear in the table of SendNow sites. 
• You can click on the URL in the URL column to see what the site looks like.
• If after you preview the site, you wish to make some changes, add site specific recipients or add a logo, click the description of the site in the Description column of the table. The Edit SendNow pop-up will appear. This pop-up is similar to the create a SendNow pop-up we covered above. The only difference is ability to add site specific recipients and a logo.
• Click Save after making any changes in the pop-up.
• One you are satisfied with the site, copy the URL from the table, and send it to the person you need documents from.