Category

Defence Finance Software

May 08
0

Digital Signatures (e-signatures)

By | Defence Finance Software, Knowledge Base & Help Docs | No Comments

What is an E-Signature?

Electronic signatures are used on an electronic document or transmission. Basically, this technology allows you to affix a signature to an electronic document. It is important when consenting to an online agreement.

There’s nothing different between the written signature and e-signature!

How does it work?

Defence Finance always shares documents with you online which make both of us time saving and effective. You can make your own e-signature easily.

Steps:
  1. Email invitation from Defence FinanceYou’ll receive an email requesting to sign the related documents.

    PLEASE NOTE: If you have more than one document to sign you’ll receive several emails from us for each individual document, therefore, you’ll need to open each email for each document. We do this for security purposes.

2. Accept and click ‘Sign Document’ to sign the documents

Once you click ‘Sign document’ you’ll be redirected to Defence Finance Salestrekker page, then click ‘Get Started’ to proceed.

3. Draw, Type, Upload image, Use your Smartphone to insert your signature

Once you click to get started, you’ll be taken to the bottom of your document (this may be anywhere on the document depend on our request; top, bottom, or middle) where we have requested to insert your signature.

Please click ‘Click to sign‘ box to insert your signature.

Once you clicked the box you’ll be taken to a small tab on the same page where you have three options to insert your signature;
– You can draw your signature
– You can type your signature
– You can upload an image
– Also, you can find the instruction on how to create  your e-signature through your mobile phone

Once you signed it, you can see your own signature on the bottom of the document as you can see in this example picture, click next to proceed.

4. Click ‘I Agree‘ to HelloSign Terms of service and you’re done!

After signing the document you can see the overview of the whole document with the signatures and click ‘I Agree‘ to submit the document.

PLEASE NOTE: If you have more than one document to sign, you’ll receive several emails from us for each document, therefore, you’ll need to open each email for each document.

That’s All!! You are now ready to do your first e-signature!!

May 06
0

Video Conferences

By | Defence Finance Software, Knowledge Base & Help Docs | No Comments

Let’s Make a Video Conference!

When even you want to meet us, you don’t have to worry about travelling just make an online video conference with us! Easy and very convenient!

Defence Finance uses simple and very effective software to make video conferences. It’s Zoom video conference software! This simple software provides all the essential functionalities to make the conference successful. You just only need to download the Zoom software into your laptop/PC.

How does it work?

Easy! Zoom works in any system (Mac, Windows, Android, IOS, Linux) and you can download Zoom within a second by clicking here. Once you downloaded it, you just have to run the zip file on your laptop/PC, that’s all you have to do.

You will receive a link from us by email for the video conference, just go ahead and put the link on Zoom and select join. That’s All!

Organise a Video Conference

Here are the steps to join with a video conference (These steps are same for any other computer versions)

Step:

  1. Open the Zoom software and select join a meeting
  2. Open your email invitation for the video conference and click the link then it will automatically take you to the meeting!

Full Instruction Video:

Sep 06
1

Use of Technology

By | Defence Finance Software, Knowledge Base & Help Docs | No Comments

Customer Portal

Customer portal basically used to collect your data and documents and enable a simple platform to communicate with you during your loan application process. Through this platform, you can simply upload your bank statements and other documents, also you can have a chat with us as other social media platforms do

User Interface:

This how it looks like when you initially logged into our customer portal, this platform has lots of functionalities. Once you logged into customer portal, straightaway you’ll be taken to loan application process, this process includes several stages which we ask you to fill out information about you such as personal details, income details, expenses, assets, liabilities, objectives etc.

Once you completed these stages then you’ll be redirected to the homepage as it shows in the first image. If you couldn’t fill or submit any document throughout the stages you can click the ‘Edit My Profile’ button and go back to the stages and upload it again. On your left-hand side bottom, you can find our team member’s contact details.