When you are told that your new, or modified, contract is available for testing on Onboard, please follow the steps below to test that document.

Prior to Starting a Test

• Login to your organization in the Onboard environment (onboard.goeverbright.com)

• Be certain that the user that creates the test job, the Authorized Signer, and other organization users that will populate the document have access to their email addresses

Create a New Lead (Job) in the Target Market

• Click on the New Lead button

• Enter a suitable, residential, address in the market that is intended for the document

Move to the Contact Phase

• For the 1st Contact, enter the following information:

  • Steven

  • Gomez

  • email address (yours, if you want to run through the DocuSign process)

  • 8774652496 (the phone # has to be real - this one is EverBright Customer Support)

• Unless you want to test the document population with 2 homeowners, you may skip the second contact

  • For a second contact, click the “New Contact” button, and complete the fields again

Move to the Quote Phase to Create a Quote

• In the Quote Phase, create a quote suitable for the document you are testing

Use the Pre-Qual process to apply for credit approval

• Go to the Qualification Phase

• Click on the Actions button

• Click on Run Pre-Qual

• Click In Person, then Submit

• Complete the Income, Date of Birth, and Social Security Number fields.

  • $300,000 (suggested value - be sure the applicant can afford the job)

  • Jan 1, 1990 (suggested value - applicant must be an adult)

  • 666-36-9679 (required value)

• In the Acknowledgements section at the bottom, click the following links:

  • eSign Consent (unviewed)

  • Credit Consent Acknowledgement (unviewed)

• 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

• Finally, click the browser’s refresh button to display the results of the credit check

  • For Steven Gomez, this will result in green checkmarks for credit for all eligible EverBright products

  • If you get an error for title (because the title check even on a test environment is “real”) you need to cancel, pick a different address in the address phase and then rerun credit the same way

Move to the Contract Phase to Create the Document Package

• In the Contract Phase, click the + Add Quote button, and select the quote you just created

  

• Check that the users and email addresses used are all a part of your organization, then click the Send E-Sign button

• 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

• If you want to test Operations Phase documents, please see the article:

  • How to Test EverBright Operations Documents on Onboard