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EverBright requires that qualification is approved and there are legal contacts and legal addresses filled out so you can generate documents for testing. All of the steps below require that you are logged in on Onboard in your organization as a user (with an HIS # if in California, Connecticut, or Maryland), unless otherwise specified. |
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In the Acknowledgements section at the bottom, click the following links:
eSign Consent (unviewed)
Credit Consent Acknowledgement (unviewed)
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Then click the checkboxes in front of them and the checkbox in front of:
“By submitting this application, I (we) acknowledge that the provided required notices have been reviewed and am (are) consenting to move forward with the application.”
Click the “Yes, Authorize Credit Check” button to initiate the credit check, and close that tab
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The document package will be sent to each email address in turn for signatures
Click the browser’s refresh button to see the latest DocuSign status
It may take a few minutes for the EverBright platform to update the DocuSign status
When everything is signed, the M1 Milepost in the Operations Phase will show each document in the package.
This is evidence of a successful contract test
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If you want to test Operations Phase documents, please see the article:
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