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Application process overview

A complete walk-thru of the PulsePoint application process

Updated over 2 months ago

The following must be in place prior to creating applications.

The PulsePoint application system allows you to create, fill, sign, download, print, promote and demote internally, and submit to Elavon underwriting.

This article and video is intended to cover the application process at a higher level so you will have a better understanding of the workflow.

Remote E-sign information

What will cause the E-sign link to expire:

  • 96 hours (this how long a merchant has time to access the link)

  • more than one-time access was initiated (means you cannot open the link, leave it incomplete and then open the same link again)

  • the signature process was not completed in one go (means you have one attempt to access and sign)

  • other devices were used instead of a desktop or a tablet (i.e E-sign is not compatible with mobile devices)

When E-sign processed has failed you can initiate it again by Resending for signatures, make sure to let your merchant know to access the most recent email from you with the new link, because the old link is expired at that moment and will lead to signature failure.

Troubleshooting

Why don't I see my application in the applications tab?

There could be a few reasons why you don't see your application in your applications tab. It's possible that the merchant is filtered out based on current filter settings.

You will see filter coins above the list and you can close a coin by clicking the X on the coin when you hover your pointer on the coin.

OR

If you created the application and checked the "Template" box, the application is a template and can be found in the templates tab. A template is only a prefill option and if you need to create an application, you will need to select NEW APPLICATION and create a new record.

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