Phundex

How to Request Signatures  When viewing a PDF file, you can set up and send the file for electronic/digital signing. This can either be done by: sendin...

Editable PDF documents allow a user to enter details directly into the document fields. This will look slightly different, depending on what browser ...

Sending Documents for e-signature –you can send PDF, Word and PowerPoint Documents directly for signature. Users should note that typically, e-signatu...

Guide for Recipient receiving a Document for eSignature  1. The Recipient will receive an email in the inbox notifying them that they have a Docum...

The Client Admin Dashboard show's: recent transactions; a list of my tasks; as well as how many tasks have been completed and are due.  The Phundex ...

The Pathway Dashboard shows pathway details, as well as your list of tasks and the list of stages on the left. The Pathway details are listed on the right h...

Pathway information includes the Pathway name, client, jurisdiction, transaction type, industry, transaction manager, and effective start date. When you cre...

The Pathway (formerly transaction) template is split up into stages and tasks that can be edited before creation. 

Pathway Dashboards show your Pathways listed by: name; client; who they were created by; and when they were last updated. They can be sorted by name, status...

The data room shows all the files included in the stages and tasks of the pathway