You can find out more information about SendNow using our SendNow article hub here.

When a document is uploaded via a SendNow site, it will need to be reviewed in Ventures.

There are three ways to navigate to the review page for documents received via SendNow:

From your home page:

• In the Common Actions widget, click the Review SendNow link. The SendNow document page will load.
• If a document has been submitted through a SendNow site with you listed as the recipient, the Quick Searches widgets will contain a link labeled My SendNow. Clicking it will take you to the SendNow document page, and the page will be filtered to show documents that were submitted with you selected as the Recipient. If there are no documents submitted with you selected as a recipient, you will not see the My SendNow link.

From the Reports and Letters Menu:

• Click on Reports and Letters in the main menu.
• Click on Documents. A submenu will appear.
• Click SendNow. The SendNow document page will load.

If your account cannot perform the above actions, please contact your Site Administrator. Your account does not have the appropriate permission levels to access the SendNow portions of Ventures.

 

 

The SendNow Document Page

 

When the page loads you will see a table displaying documents that were submitted via SendNow sites (pictured above). The toolbar contains a variety of options for interacting with, and filtering the table:

 

 

1. The Generate Link button gives you access to SendNow site URLs, saving you time from having to navigate to the list of SendNow sites. This is useful if you reject a document submitted to you, allowing you quick access to the SendNow site link to send to the person who you need the corrected document from. When you click the link a pop up will appear. Select the SendNow site in the SendNow site dropdown menu. This will load the link which you can copy with the copy button. You can also generate a link that sets who the recipient will be. After you select a site, use the Recipient dropdown menu in the pop up to select the Recipient. A link will generate in the Recipient Link field. Use the Recipient link when you send the site and the Recipient will be preselected on the SendNow site. Click Close to close the pop-up.
    

   

2. This site filter field allows you to filter the table by which SendNow site the document was submitted. Select the site from the dropdown list to filter the table. You can select All SendNow Sites to view all documents submitted from all SendNow sites.
3. The status field allows you to filter the table by the status of the document. The statuses are Pending Review, Accepted, and Declined. You can use the All Statuses option to view all the documents regardless of their status.
4. The recipient field allows you to filter the table by the Recipient selected for the document. You can use the All Recipients option to view all the documents regardless of their selected Recipient.
5. This field allows you to filter the table by the date the document was received. You can select from documents received in the last 10 days, the last 30 days, or you can choose to view All the documents, regardless of when they were submitted.
6. The search field allows you to search for documents based on their Description, Recipient, who it was submitted by and the document type. You can use the magnifying glass button to start the search. You can use the X button to clear the search field.
7. This is the standard Ventures cog menu that you can use to adjust the view of the table. We have an article covering how to use the functions of the cog menu that you can review here.

 

Reviewing Documents

Please Note: SendNow will not import password protected files. If you have a password protected file, use the print to PDF function to create a new PDF that is not password protected. Use the new PDF file with SendNow. 

Use the filters and search bar to find the document you want to review in the table. When you find the document you wish to review:

• Optionally, you can use the download button to download the file to your local machine and view it at full size. You can also download the document in the next step.
• Click the Description of the document, a pop-up will appear.

 

This pop-up is where you will decide whether to Accept or Reject the document, fill in information for the document and if it is accepted, which loans the document will be added to. It is important to understand what each field in the pop-up does:

 

 

1. Company Name: This field will display the Company Name entered on the SendNow site. You will not be able to edit it. It will only be available if the field was included on the SendNow site the document was submitted through. If it was not, you will not see this field. The field name will match the Public-Facing name as set on the SendNow site. If there is none set, it will use the default name. The default field name is Company Name.
2. Contact First Name: This field will display the Contact First Name entered on the SendNow site. You will not be able to edit it. It will only be available if the field was included on the SendNow site the document was submitted through. If it was not, you will not see this field. The field name will match the Public-Facing name as set on the SendNow site. If there is none set, it will use the default name. The default field name is Contact First Name.
3. Contact Last Name: This field will display the Contact Last Name entered on the SendNow site. You will not be able to edit it. It will only be available if the field was included on the SendNow site the document was submitted through. If it was not, you will not see this field. The field name will match the Public-Facing name as set on the SendNow site. If there is none set, it will use the default name. The default field name is Contact Last Name.
4. Contact Email: This field will display the Contact Email entered on the SendNow site. You will not be able to edit it. It will only be available if the field was included on the SendNow site the document was submitted through. If it was not, you will not see this field. The field name will match the Public-Facing name as set on the SendNow site if there is none set, it will use the default name. The default field name is Contact Email.
5. Comments: This field will display Comments entered on the SendNow site. You will not be able to edit it. It will only be available if the field was included on the SendNow site the document was submitted through. If it was not, you will not see this field. The field name will match the Public-Facing name as set on the SendNow site if there is none set, it will use the default name. The default field name is Comments.
6. Status: Use this field to select whether the document is Accepted, or Declined. It is set to Pending Review by default. Please Note: If a document is declined, you will need to inform the submitter of the reason and request they resubmit the document at the SendNow link. The system will not automatically inform them of a decline. This must be done manually for now.
7. Recipient: This field will display the selected recipient of the document, if one was selected when the document was submitted.
8. Description: The description will default to the file name of the submitted document. You can update this as needed. This will update the description of the document in the table on the SendNow document page we reviewed above.
9. File Name: This will default to the file name of the submitted document. You can update it as needed.
10. Document Type: This field is used to tell Ventures the type of Document that was uploaded. You can select from any Document Type in your Ventures system. We have articles covering Ventures Document Types here. This is a mandatory field. Setting the Document Type allows for easy submission of documents to SBA as document Types are mapped to ETRAN. Setting the Document Type correctly is important, to ensure the document flow to ETRAN correctly. This is also covered in the Document Types article linked earlier in this point.
11. Contact/Entity: This field will appear based on the Document Type you select. If you select a Document Type applicable to an individual, it will be labeled "Contact". If you select a Document Type applicable to a business, it will be labeled as "Entity". If your Document Type for the document is set to Entity/Contact you will be able to enter both. In our example, we have selected a Personal Tax Return as our Document Type. Thus, the field is labeled Contact. Fill in the Contact or Entity that submitted the document. The field will search through the Contacts or Entities section of your Ventures site. If you do not see the Contact or Entity, ensure they are entered in the system. You can find more about adding a Contact here, and an an Entity here.  
12. Loan Search: This field allows you to search through Loans in your Ventures system. Loans selected here will have the document added to their document storage area (if the document is approved). You can select as many loans as you would like. Click on the loan in the search results to select it as a loan the document will be added to. You should see the loan log numbers you selected added to the field labeled Add to Loan(s). You can search by Loan Log Number, and the name/doing business as name of the loan.
13. Add to Loan(s): When you select a loan in the loan search field, you will see it appear in the Add to Loan(s) field. This indicates that once the document is saved, it will be added to the loans listed here. By default, all loans associated with the Contact or Entity selected in the Contact/Entity field will be added here automatically.
14. Attached to Loan(s): This field displays any loans the document has already been added to. You cannot edit this field. You can click on the loan number to navigate directly to the loan.
15. Download Button: Allows you to download the file to your local machine for review. You can use this instead of the preview window to review the document.
16. Use this button to navigate to first page of the document in the preview window.
17. Use this button to navigate to the previous page of the document in the preview window.
18. Use this button to reduce the size of magnification of the preview window.
19. Use this button to increase the size of magnification of the preview window.
20. Use this button to navigate to the next page of the document in the preview window.
21. Use this button to navigate to the last page of the document in the preview window.
22.  This is the Preview Window where you can preview the document without downloading it to your local machine.
23. The delete button will remove the document from your SendNow documents submitted list. There is no way to retrieve a deleted document. This will not remove the document from the document storage of any loan it has been added to. This will delete it from the SendNow document submitted list only.

 

Go through the pop-up and fill in the fields. The more information you can provide the better. The mandatory fields are: The status field, the file name, and the document type. Use the Loan Search and Add to Loan(s) fields to conveniently add the document to the document store for any relevant loans.

When you finish, review the information you have entered, then click Save. You will see a brief loading screen while the document is stored. You will return to the table containing documents submitted via SendNow sites. Repeat this process for any documents you need to.