<aside> đź’ˇ Watch the the video or scroll down for screenshots of every step.

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General Overview

Soon I’ll have a video here of me going through a sample application.

Step 1: Basic

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Step 2: Business

This step will look different for different ABN types (e.g. sole trader, partnership, company & trust).

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Step 3: Individual

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Step 4: Product

It is better to enter in exact details as much as possible. If you only enter general details, later on we won’t be able to generate the contract. This will cause delays.

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Step 5: Review

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Step 6: DocuSign Consent

The customer must sign this document in order for us to start working on the application. They are giving us “consent” for us to handle their information.

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