Cirrus has the ability to merge information stored in Cirrus into well-formed, fillable PDF forms
How do you ask? If we have collected or stored information in fields in Cirrus, then we can merge that information into PDFs. This is a semi-complex configuration process, but once complete, can help our users send out documents to borrowers to complete, download and sign, or sign with one of our supported e-Signature integrations.
Requirements:
- Cirrus Premium Edition
- Each form needs to be a well-formed, fillable PDF. Cirrus does not support merging information into other document types at this time
- Information to be merged into each form must be stored in Cirrus, or can be manually entered in by a Cirrus user - or both!
- Time to configure
- We can train your users on the process to map fields, or
- Cirrus can complete this through our Client Development Services hours available for purchase. Talk to Cirrus Client Success for more on this option