Sign North Carolina Advertising Agreement Template Myself

Document type sign advertising agreement template north carolina myself

hey guys this is leah with scott lori marketing and in today's tip video i'm going to talk about a brand new docusign feature that is super exciting uh kw rolled this out this week um it is march beginning of march here so this was just rolled out at the beginning of march 2021 very exciting highly sought after feature in docusign to be able to create form templates from the interactive forms in your library so your board forums that are in your docusign library you can now create pre-filled template so you can you know go ahead and type in a lot of the info that would be on you know most every listing agreement or most every buyer agency agreement so that the information is already pre-populated on the form when you apply the template and then you already have to or then you only have to fill in the remaining fields and of course you can make adjustments to the template you know if something varies on what you put in when creating the template so let's take a look at how we now create form templates and apply the form templates to our docusign room now of course in this situation i have already created an opportunity in kw command right that's how you'll always want to be starting transactions in command you'll want to start that by creating an opportunity in command to then click start a transaction to create your room in docusign okay so that's how all these rooms have gotten in here and if you're new to docusign i'm going to put a 20 minute overview tip video in the description of this youtube video so that you can see a to z how to start and manage transactions in command with docusign that would be a good first step for you all right and then after that so now that we're ready to create this form template we'll actually come on to the top of your docusign account alright so if you are not logged into docusign already make sure you are at realestate.docusign.com you can always pause the video so you can get logged in again that's realestate.docusign.com real estate version of docusign and then we're selecting my docs on the very top white toolbar so we are selecting my docs on the top white toolbar and we now have a brand new option on this toolbar which is called form templates so let's go ahead and select that and that will take you over to any form templates that you have already created since it's a brand new feature i would guess that you'll have none in here already so that's fine and this should be blank and we'll actually be clicking create form template on the top right so i'm going to overview these steps again so that you can jot them down if you would like to in your notes of course guys pause the video anytime to follow along alright step one was we logged into realestate.docusign.com step two we are selecting my docs on the very top step three form templates on the toolbar below that and step four create form template blue button on the top right now once i do that once i click create form template this should look pretty familiar this is what it looks like when you bring forms into your docusign room um so this should make you a little more comfortable on how to navigate to find your forms that you need or that you want to create a template on so on the top drop down you do have two options here the docusign form group and if i leave the i'm sorry docusign form library and if i leave the library option selected at the top all right that will show me my you know forms from my mls and my local board however i prefer changing the first drop-down to the option for docusign form group the reason is is that it'll break down your forms even further so your office can create form groups for you so yours will of course look different than mine as your office puts this together for you but i would recommend checking that out to see if that has it a little more organized to make it easier for you to find the form you're looking for so once we do that once we select the group we can use the form finder the search bar right here to search for any forms you might need seller disclosure whatever it's called in your area you can of course scroll to find any forms and we're simply clicking the check box the check check dot to the left of the form that you want to go ahead and use to create a template on and we'll click use on the bottom now while that's loading you will notice on the very top you have the ability to edit the form name right or the template name the reason this is important and really comes in handy is you can actually save several versions of the same form template so for example you know if you want to save one for you know a finance deal versus a cash deal right because maybe the template information um you know the form information would be different for each of those situations you can save the same form template twice as long as you edit the name so for example if i were to you know click this pencil icon on the top left i could change the name and that is required to say save the same template twice just heads up okay so i could add let's say like cash at the top so if i want to have you know a form for a template for my cash deals and a template for my finance deals i could have both of those in here so we can say change the name at the top and then we'll simply click the little check mark here to save that so now i want to go through and add any information to the form that is generally on every listing agreement or whatever form you brought in this information is changeable once you pull it into your docusign room so you know if it applies to most transaction you use the listing agreement you know you're safe to go ahead and add that to the template because any of this information can be changed so if you want to scroll through and start you know putting in things that would apply for every transaction let's say maybe like your brokerage name at the top and again i know this form this is a north carolina listing agreement so of course your form will look slightly different but it'll be a good example as the concept will be the same so as you scroll through you can go ahead and check any check dots or um or check boxes that would apply for again most transactions as this is changeable when you actually apply this we don't really want to put in any address information right because we're just creating a template right so that address will be brought in from the detailed section of the room when i apply this template to that actual transaction so you know a a big thing you know i know a lot of these fields depending on your area maybe you'll write you know in a if that does not apply so you know i personally for the listening agreement when going through this there's quite a few fields that i'll put in a so i could go ahead and add that in and then so it's saved and of course i can change it if that does actually apply to the transaction all right so since this is cash i'll select that and then i can continue going through this as you guys can see so i'm going through and just filling in all the information that in general would be on your listing agreement and once you're done with that and you can pause the video of course if you're still working on filling that in we can go ahead and click save and close on the very top clicking save and close once we have filled out the entire template to our liking and so we have all our templates listed here okay i was practicing earlier so i have one now for cash and finance so the same form just for my cash and finance deals separately so i just want to show you how to apply that to an actual room when that comes in handy so i'll show you that in a second here but on the right hand side just a few things to note you can edit the template at any time you can also copy it which might really come in handy if like i'm saying you have you know you want to use the same template but you know change that up for cash versus finance deals you would have the option to copy the template and change that up just a little bit you can also delete it from here as well and just a heads up these templates cannot be shared so these are only in your account they cannot be shared with team members or you know other agents in your office quite yet kw might be adding that in the future however for right now these cannot be shared only used by you so now let's take a look at how we would actually apply those templates to our docusign room to an actual transaction so to do so i'm going to go ahead and open up the rooms okay so on the very top toolbar i can click on the rooms option to access all of my docusign rooms right away i can go ahead and click to open the opportunity i want to apply the template to okay so once i have the op the room opened i need to go into the document section of my room now in order to use the template you will have to have the actual form added to your room already so in this example i have the listing agree agreement already added in right but if you're not familiar with how to add the form to your actual docusign room you would do that from the document section of your room we'll click on add on the top right and this this these templates apply to the docusign forms specifically so you'll notice this icon right here right the little blue forms icon and this is actually a good example since i have some in my room already right it corresponds with these little icons right here so the form templates are only able to be applied to the forms that have this little blue form icon because that notes it or denotes it as a interactive form a form that if i open it i'll just be able to start typing in it it's one of my board forms okay so if i come up to add up here and select the second option down for docusign forms this should look very familiar right this is what it looked like for the template section so it'll be the same concept here to find that same form so i can you know search through my library or group whatever works for you search through the actual group name itself and then go ahead and check the ones to bring that in okay since i have it in my docusign room it won't let me bring it in a second time but just to show you guys how to you would pull in your forms i would simply click on that dot and click to add to pull that in right away and once you have added the form to your docusign room applying the template is super easy all you'll do is actually right click on the form and remember this has to be a form with that blue form icon and we're just going to apply the form template so we're right clicking on the form and clicking apply form template now once i do that since i did create multiple templates for the same form that's why it's giving me both options here so i just want to show you guys that so you can go ahead and select the form template that might apply in this case click apply okay and now once i open the form up so i saw that green banner confirming that the template was successfully applied i can go ahead and open that form up just to skim through and make sure that information did autofill onto my forms so if i scroll down i'll start to see you know the dots that i selected off default right i see all the n a's that i have added in you know that i selected it was a cash deal and so forth right so this is all pulling over from the actual template uh you will see some other information autofilling like your client's information your brokerage information the property address okay that information does autofill from the opportunity in kw command your brokerage info pulls from the white pages okay so some of that detail does autofill from command itself just in case you're wondering how this information got in here um and just a heads up any information that you pull in from the template onto this form right anything entered into any of these fields also syncs back to the details section of the room i know it's kind of hard to see behind my mouse here um it says details right there i'll show you that that will all auto fill to the details section of the room like if you put in the address and the form it will auto fill into the detail section and then re-autofill into all future forms that you bring into this docusign room that require that information okay so it does work the templates do work with the auto filling feature to pull from the details and we'll work back and forth okay from the actual form to the details and the details to the form all right guys if you have any questions on that please do not hesitate to reach out to us you can email us at support scottleroymarketing.com and just in case you would like further info on now how to send the actual template right for your clients to sign how to add it to an envelope add your recipients and send it to your clients for e-signatures the youtube video in this description um will be very helpful to help guide you through the general practice of docusign all right guys i hope this helped and i hope you enjoy this new docusign feature i know i'm super excited so let us know how we can help support at scottleroymarketing.com thanks guys have a good one