How do I attach a PDF to an application?

Discover the step-by-step process of easily attaching a PDF to an application within your Under account.

To attach a PDF to an application in your Under account, follow these steps:

  1. In the Application Editor, click the Attach PDF button at the top left of the page.
  2. In the Attach PDF page, use the search query to find the mapped PDF that you would like to attach to the application, then click the mapped PDF to select it.
  3. Once the mapped PDF is selected, click Save.

Once a PDF is attached to the application, the Preview Document page is automatically included at the end of the application for the customer to view and eSign the document (if signatures are included on the mapped PDF)

Here is a short video that provides a clear explanation of the process mentioned above: