Tratta Sign: Collect Document Signatures on the Portal

✍️ Introducing Tratta Sign

We kept hearing the same workflow: upload a document to DocuSign, email the link, wait for the consumer to open it, hope they sign. Half the time the email gets ignored. The signed document never comes back, and the file stalls.

Tratta Sign eliminates that loop. Consumers sign documents directly on the portal, during checkout or on login. No external tools, no email follow-ups, no dropped signatures.

Two Ways to Collect Signatures:

• On checkout: Consumer signs before completing a payment (payment plan agreements, stipulations, settlements)
• On login: Consumer sees a banner prompting them to sign (standalone documents, consent forms)

How It Works:

1. Upload a .docx template with placeholders in Console (Settings > Document Templates)
2. Map placeholders to account, customer, or payment data
3. Set targeting rules to show the document to the right accounts
4. Consumer signs on the portal.

Key Features:

• Smart targeting with metadata and account parameters filters.
• Placeholders mapping with account, customer, and checkout data
• Certificate page with signature, timestamp, and audit trail
• Daily SFTP export of signed documents

Interested? Try it out on sandbox and contact your account manager for details.

🔗 API Updates

• Payment Source on all endpoints - Payment source information is now available across all API endpoints for better transaction tracking

📋 Disclosures & Rules

• Links in JSON balance disclosures - You can now include clickable links in balance disclosure rules
• Empty disclosure rows suppressed - Disclosure rows with no data are now automatically hidden instead of rendering blank lines

🛠️ Console Improvements

• Cleaner data display - Internal p_ prefixes have been removed from write-level data across Console

🐞 Bug Fixes & Stability

• Email Events report - Account numbers were missing on transactional email reports. Now included across all email types
• Paywire batch processing - Batches now auto-close correctly when Paywire returns a zero response
• Debt account status - Unarchiving accounts no longer overrides the existing account status

• Other various bug fixes

Questions about any of these updates? Contact us or reach out to your account manager.