Sign South Carolina Advertising Agreement Template Computer

Document type sign advertising agreement template south carolina computer

all right welcome to today's class on docusign 201 my name is leah with scott la roy marketing in today's class i'll be going over more advanced tips within docusign so this is docusign 201 so this assumes that you have maybe taken the docusign 101 class or feel comfortable with how docusign works and you're hoping to add more knowledge to your tips and tools on docusign to make your experience a little more efficient and effective when using docusign all right so first things first is let's go ahead and log into command okay where we'll need to start all transactions so we need to start on command if you are not logged into command already that is agent.kw.com okay like the agent login for kw.com is where you want to go ahead and go to login all right so log in here and password that'll be the same login as for your mykw account same login as per your kelly app so they're trying to centralize all logins which is great because i don't know about you but i have one too many passwords but if you have any trouble with this password feel free to click forgot password and you can reset that right away just a heads up that password is case sensitive and does require an uppercase letter a lowercase letter and a number for that matter just in case that helps jog your memory and of course if you have trouble getting in guys you can always email support scottleroymarketing.com and we're more than happy to help you reset your command password so you can participate in today's class so the first thing we need to do is just a real small piece of housekeeping and that is to make sure that docusign is linked to command so that you can use it with your command tools so let's go ahead and double check that by clicking on your name on the top right name on the top right let's go ahead and click on settings from that drop down okay logged me out so i'm just getting back in here and when you do let's go ahead and click on your name on the top right and then settings from that drop down all right so what we're looking for on this page is that your docusign account shows as connected so if it's near the top of your screen these apps might be in a different order than my screen because this is your connected apps at the top uh we do want to look to make sure that docusign is linked up so to explain this app section really quick i like to think of this as kind of like an iphone or an android smartphone right out the box your iphone has a bunch of really great capabilities however you can always search your app store your google play store for even more apps to increase the functionality of your iphone same concept and command command out the box has a lot of great features however you can connect up further apps to increase the functionality of your command account a step further so in today's class we'll be focusing on docusign so you if you need to scroll down to find docusign feel free but we do want to see that has connected it does not say connected you can always click connect account it's not already linked up and if you have any issues with that we are more than happy to help you get your docusign account linked to command so feel free to shoot an email to support scottleroymarketing.com if it says that you're not correct connected and asking you to authorize i would just go ahead and click authorize and i'll either resend you an authorization email or prompt you to log in and if you have any trouble guys feel free again to email us and we're happy to troubleshoot your account to help this work properly for you all right and before we go on i just want to give you guys the notes for today's class so you can follow along i have notes on the steps to do a transaction and command which is what i'll be going over next so let me go ahead and send that out for you guys sorry i clicked out for the off the page i was on all right sending this out now all right so in the zoom chat if you could go ahead and pull open the zoom chat i'm going to send out this link for you guys and that is all the notes and tips guide for docusign i'm going to pull this up on my screen just so you can see what i sent you guys so you can always grab that later if you'd like um so this i just kind of centralized all my notes and my tips for docusign onto one sheet um you know to help if you are working on something and you need a quick 10 minute tip video on how to you know add forms to your opportunity to submit to your market center for review here's a quick tip video okay so anything that you might need i'm going to keep adding to this so you guys will always get the most up-to-date docusign tips on here if you want to keep this on hand i'm outside of that on the top here i do have the steps to do a transaction in command which i'm going to pull up so i'm picking up the docusign steps just so you know i i just want to show you guys that this is steps one through ten how to do a transaction in command with docusign so i mean this is i share this in my docusign 101 class um but i'll be going through the these things you know these notes right here as we go through class so if you'd like to keep those open or minimize i'll be referring back to that so you know i can refresh your memory on the best practices to starting a transaction in command with docusign so let's get rolling on that so first thing we have to do when starting a transaction in command is adding a contact to your database okay so that'll always be the first step to starting a transaction in command now to do that we need to come over to our contact section of commands our contact database and we do that by clicking on the contact icon on the far left command menu i see a question in the zoom chat when the next docusign 101 classes um i believe that's on the first thursday of the month i i'll have to double check the calendar it's usually on the first thursday of every month so it should be this coming week um i also have that docusign 101 class recorded from a couple weeks ago i just taught that on slmtraining.com so you can always watch the docusign 101 class first that's already recorded and then you can always work watch this class after i'm recording this so it'll be up on our training channel as well i would definitely recommend watching the 101 class first though all right so as far as this command menu goes on the left hand side guys my biggest recommendation on that is this little trick with uh clicking the kw logo on the top left will pan out the menu so you can learn what each icon does i love that and as far as learning the system goes i know it's really overwhelming to learn new technology i try to make it fun going into it and be excited about the new technology but within seconds my heart rate is you know out the roof i know it's frustrating so with that being said guys the best way to learn command or any new technology here is just go ahead and click down this list here on this menu on the left hand side to just kind of start exploring what access do you have in command what tools do i have access to to learn more about i know it's overwhelming seeing the amount that you need to learn but if you look at it as an opportunity for the tools that you can start learning to grow your business it seems to help maybe a beer while you're learning the new technology might help as well all right but of course if you have any questions as you're learning at all support scotland.com we're more than happy to help that's just my little spiel on learning command so now let's do step one of adding a transaction and that is adding your client contact to your database now to do that so again i'm in the contact section of command um if you're on a team i just want to point out real quick so if you are not on a team if you are a solo agent you can go ahead and click add contact right here if you are on a team your team your contact will need to be added to the team database first in order to create a team opportunity from that okay so if you are on a team only team agents you will need to first switch to your team profile by clicking your name on the top right of command and then click on your name i'm sorry click on your team name from that drop down just make sure you are on the team database again your contact would have to be entered into the team database first in order to create a team opportunity or a team transaction so your rainmaker can see those and it can close under the team okay and i'll be mentioning more tips for teams as we go along here so stay tuned to that all right so let's go ahead and click add contact on the top right and let's go ahead and add a test contact it's huge to have a test contact in your account so you can practice sending yourself things before you send it to your clients so it looks like you know what you're doing it's always helpful so you can name this you know test contact test test your favorite movie star whatever you'd like to do maybe i'll do santa claus is it too soon well we're doing it santa claus is buying a house today all right and let's go ahead so any name will be fine practice contact whatever is fine but for an email address let's put in an email address um for personal email address that you might have so an email that's not connected to the system would be great again so you can see what it looks like when you receive things from command all right so we go ahead and add in that email address so personal email address and then click create and i'll be getting to these questions in the chat um as i go along i do see those and i'll answer those at the end and i appreciate sherry that it's never too ear never too early to add santa i couldn't agree more um so now that we have added our contact to our database and for team member agents i'm going to tell you how you can move an existing contact over to the team database as well so hang on to that question that's a really good one but for right now if you added in a contact it will always start you back on the a's right at the very top of your database but let's just use the search bar at the top left to go ahead and search for the contact we added in all right so search on the top left to go ahead and search for that contact chrome has been a little fickle for me lately let's switch to firefox all right so go ahead and click on the contact that you just added in you can just go ahead and click on their name to go ahead and open that up i'm just switching to firefox real quick firefox has been working best for command if you're ever wondering which browser to use firefox seems to like it best right now all right and if you are working on so if you are a solo agent go ahead and click on the contacts name to open that up and command if you are on a team let me show you real quick how to move the contact over to the team database so first of all you can do so by clicking on the contacts name all right so this is a tip for team member agents only if you are on a team you can move a contact over to the team database by opening that up okay now you should all be looking at your contact now right because you click to open it whether you're on a team or whether you're not on a team go ahead and click on the contacts name to open that okay now this next tip is for teams and then we'll go back for everyone so if you're on a team you can click on the three dots on the top center and click choose account that's a little fast so three dots on the center choose account and that will prompt you to switch it to the team database first real quick though before you do that i just want to let you know that if you are moving the contact from your personal database to the team database it may remove any custom tags that you have added to the contact it can always be re-added um but it will also remove them from any personal smart plans that you have with the intention that the contact can then be added to a team smart plan right but this step does need to be taken in order to create an opportunity on the team pipeline and if that sounds like a different language don't worry i'll be explaining that further in just a moment here all right so now everyone zone back in please whether you're on a team or a solo agent these next steps will be for everyone yeah the command search is having a little trouble for me pulling up that contact i added in so i'm just gonna add my own my old college we'll add them to an opportunity okay so everyone please join me by clicking on the opportunities i um option on the top right white toolbar and if you're referencing the list of notes of the steps to create a transaction in command i am on step four clicking opportunities on the top right and then right here on the far right we'll click create opportunity if your question is what is an opportunity it's a good one i had that same exact question when i started playing with command initially um think of opportunity in a very literal sense so an opportunity is going to be literally an opportunity for a closing or a sale um so it goes above and beyond under contract to close as this will be more of a lead to close management system so this opportunity you'll want to create an opportunity anytime you run into a lead let's say you're at the grocery store standing six feet behind the person in front of you they notice your name badge because you're a great agent they start talking about the market and you learn they're looking to buy in about a year okay whatever their time frame might be even if it's far out you can go ahead and add them as an opportunity so that you can add them to your pipeline to help move them along to closing and i'll be showing you guys that but that's the concept that we're starting on here we are creating an opportunity for closing here so again we click create opportunity on the top right all right and we are going into command and as soon as we get into docusign guys that'll be all the advanced stuff stuff coming so hang tight all right we just need to go ahead and create this opportunity so we can go ahead and get into docusign so from here the main three fields that you have to pay attention to okay so you only have to fill out the fields that have that red star next to it right so you have to fill out main ones to pay attention to okay not the only ones to pay attention to but the main ones to pay attention to is the opportunity type right we need to we need to indicate if that's a listing buyer landlord or tenant let's say i'll leave that as listing your client's name should already be added in here since i'm creating that from the contact record itself however if you'd like to add a co-seller you absolutely can here now big thing to know here is the co-seller would have to already be added to your command database in order to add them here okay this is not adding a contact this is pulling a contact from your command database to be the co-seller so make sure you add them to command first opportunity name so this is where we'll want to name it if possible the property address i understand that you won't know the property address write out the gate all the time however if you do know that go ahead and name that you know 123 main street drive one two three main street dash the client's name and maybe if it's a listing like this all right so we have that opportunity name and again advice says the address client's name and if that's a listing or a sale but that's up to you a lot of market centers will search for your opportunity by the property address in case you want to add that all right scrolling on down the last section we have to fill out is the commission rate right that is talking about your commission rate your side of the commission um so that's not talking about the full six percent and even if you don't have a signed listing agreement with that information filled in that's okay that's changeable you can just go ahead and put in what you normally charge and you can always change that if need be all right so before we click create on the bottom here i just want to note one change for teams that was made all right so if you are on a team this will be specifically for you um you will want to go ahead and have your team name selected at the top and if you're creating the contact from your team database that would already be selected but just note tha it will say the team name on the top right you want that okay and uh also for teams when you do have that team selected on the top right you'll then be able to add assignments to the opportunity to be able to collaborate with your team members please make sure to also add yourself here so i have myself so it should add myself but then make sure you go ahead and add any other team members that you want to be able to collaborate on your opportunity with you right your rainmaker will be able to see all your opportunities off default everyone else would need to be added to see or collaborate on your opportunity all right so that is all that's the extra team stuff you need to know here so now if you're a team or a solo agent please zoom back in and let's go ahead and create this i kicked my contact out when i was adding in or i changed it to the team fix that real quick all right so you can see when i click create it will add in the opportunity here to the contact record this is how i would recommend always finding your opportunity is by searching the contact to find the opportunity here i find it's easiest to find the opportunity most quickly that way but all of your opportunities can also be viewed if you can see where my mouse is right now around this handshake icon on the far left of command that'll be your opportunity dashboard and show you all your opportunities there as well on your pipeline i do have an opportunities 101 class as well if you need that on slmtraining.com so but for now let's go ahead and click on the opportunity name that we just created so simply click it's until the link for the opportunity name to pull open your opportunity details and to hop right into docusign let's go ahead and click the documents tab okay so anytime you are creating a transaction for the first time in command is super super important that you go through these steps that we just did one adding a contact two creating the opportunity and step three clicking start a transaction from command specifically so it's really important that you do not create your docusign room in docusign directly it's really important that you click start a transaction and select docusign from here instead and that will actually create a docusign room for you and link that to command so it's really really important that you do it in those steps or you will not be able to pull your forms as easily into your opportunity um so i'll show you why this is so beneficial um in a little bit here towards the end of class all right but main thing to know make sure you're starting all your transactions through command directly and not starting them in docusign um now you will always be prompted for your docusign login and password the first time that you go to log in each day just so you guys know that is one of the login and passwords you'll have to remember um so if you want to drop that down your phone notes i just found out kind of recently like this past year that you can lock the notes on your phone with your face id i thought that was a pretty cool way to store passwords all right so now that we're logged into docusign you can see that creates a docusign room based on that contact name and whatever i name that opportunity all right so what we need to do from docusign here great question um does each property need a new opportunity yes so if you are representing a client who is you know buying a home with you and or selling their home with you and buying the next one rather that is going to be two separate opportunities or two separate docusign rooms because it's based on per property that you sell per transaction okay so it's not based on the client it will be based on the properties you'll have a different opportunity for each transaction that you sell great questions all right so first thing we're going to do is quickly just pull in a form into your document section of your room so we have that to practice with and then i'll be showing you guys how to do host in person signing those are the next couple things we'll be doing um so first things first we are in the documents section of our docusign room yes in a room will be the same thing as a loop in dot loop so whereas you had a loop per transaction that you sold in dot loop you will have a room for transaction that you sell in docusign great question it's on this document section here of our docusign room we're going to click on add on the very top right so in the document section of docusign specifically is where we are we're clicking add on the top right yeah elizabeth that was happening to me as well in command where the contacts were not loading it seems to be it doesn't seem like your contacts are actually gone there it seems like it's just having trouble loading right now if you try a different browser or give it another second that might pull up i'm of course happy to look at it after class sorry you're having that trouble i was too all right add on the top right of the documents section and let's go ahead and click on docusign forms from that drop down okay this docusign forms option will be your interactive forms you know those forms that you can just start typing in because they have all the text box already on them that's the one docusign forms so this one is typically easiest so we'll go ahead and click on that now the next few steps will be slightly different for everyone so if you can just hang tight with me here if you're looking at what i'm looking at on my screen great you can hold tight if you are instead seeing a pop-up box that says something like uh you know please enter your nerd's id for you know your realtor association right you probably see the realtor logo if you are seeing that where you're being prompted to plan your nerds id it's possible that that is required um i know off the top of my head that's required for new jersey pennsylvania south carolina florida maybe texas um to name a few it does depend on the association so it's not a set answer you know feel free you can add your nerd's id there and see if your association is on the list or you can go ahead and click that little link that says you know skip and continue without validating and i'll show you how you can go back and add your nerds id if indeed you do need to okay so for right now if you want to click that little blue link that says skip without validation everyone should be looking at this screen here to see if we have your forums already loaded in all right so let's see if your forms are added in by taking a look at these two drop down menus so first drop down we have the library all right and that will show you know your your board and your mls and you can always click on it to see the forms in those respective boards or mls forms however i prefer searching through the groups so if you select the first drop down again and change it to docusign forms group it'll then change your options in the second option or the second drop down two groups created by your office staff so i can go ahead and select one of those groups and again yours will look different because this is created by your awesome office staff if those are created here you can click on one of those group names to view those forms right away okay and pulling in the forms to your docusign room is as easy as clicking to pull those in and you can go ahead and click add okay if you have no forms let me show you where you can go to add your nerds id because that might be required for your association to have access to your forms again that just depends on the association and your area all right so we can click add now if you already have your forms added in here i would just watch on my screen but if you do not have your forms you can add those through your docusign account preferences so again if you have your forms you can just wait on this screen but if you do not have your forms you can go ahead and click on either your headshot or initial on the top right in a circle and click on preferences and then after you click on preferences you'll want to click on integrations on the left hand side so again if i lost anyone if you do not have forms you'll want to click on your name or initial and a circle in the top right preferences integrations this is where you can go ahead and put in your zip forms login if that applies to your area i know some areas in california may require that but your nerds id this is the one we more popularly see used so if you want to go ahead and select your association to see if that is required you can go ahead and do that and you can enter your nerds id right here if you have any trouble with that feel free to shoot us an email we are more than happy to help look into how to get your forms associated to docusign as that is a little different for each market center so we're more than happy to help you with the support at scottlowroymarketing.com all right so let's go back to that docusign room that we have created so i'm going to do that by clicking on the dashboard option on the very top i'm going to the dashboard here i'm going to this will show your five most recently used rooms so i'm going to go ahead and click on that docusign room to open that up right away and go back to the documents section so what we're going to do now is i'm going to show you how you can actually do host in person signing so for the most part we send envelopes off to our client to be electronically signed right with docusign so how we do that how we send documents off for signatures in docusign is through the envelope section okay so in the document section you can of course click on these forms and start typing in them to fill them out okay so that would generally be the first step type click on the form type on them and save them okay but to start in-person signing we're going to come up to the envelope section so if you can join me by clicking on the envelope section right the envelope is something that is not in dot loop right so this is a new concept for docusign right but since you watched the docusign 101 video hopefully this should be something that's familiar to you at this point all right but the envelope will be used anytime you are sending forms to be signed by your client so in this case in the envelope section i'll go ahead and click the new button on the top right to start a new envelope right we're channeling snail mail here right like we grabbed an envelope out of our drawer we're going to shove the forms on them and then add the recipients to the envelope just like you would for normal snail mail so to do that okay so step one i grab the envelope great step two i'm going to go ahead and shove the documents into my autumn blue so to do that right we have those forms already in our room but in this case right in this example please imagine that we already edited the forms right we didn't do that step we did not type in the forms but that step would have need to be done first right we edit the forms first and now we're sending them off just to clarify so since i've already edited though edited those forms i can go ahead and pull the documents into my envelope from the room docs that first option from there i can go ahead and select any or all forms in my docusign room to go ahead and add in those selected forms so you can pull forms from your room docs or even from templates here the main one to use would typically be room docs so now that we have added our recip our documents to the envelope we now need to add the recipients again pretty basic for an envelope with snail mail right so we go ahead and click add recipient here and select pre-tagged roles at top option now our clients will already be in this drop down because those pull over from command okay so right we added our contact to command first we then click start a transaction from our opportunity and at that time all of the contact information information will autofill from command into docusign okay so all the contact information will autofill it pulls up your pulls over your contact info as the agent and also any listing or you know property information that's in the opportunity so those items are set to autofill so that's why you may see your client's name or you should see your client's name from that drop down already because it pulled over from command and you can click add selected i'm changing him back to santa claus okay well i'm spelling it with an e like like it's grammar oh man i have a one and a half year old i should probably get that right okay so before we um i show you further on how to do in-person signing i do want to show you one quick tip as we finish out this envelope so what i want to show you real quick guys is so so far in this envelope i have added the forms in i have added my recipient and if i click next on the top right i can go ahead and send that off to my client right away for electronic signatures now if i want my transaction coordinator or my admin or the mortgage provider to be notified once the client signs it i can make that happen automatically and let me show you how okay so again what i'm about to show you is how to send either your transaction coordinator or the mortgage provider whoever it might be a copy of the fully signed contract let's say after it's been signed by your client and for that to happen automatically so you don't have to do it so how you would do that is we'll add a recipient again so we're clicking add recipient and this time we're doing email address right because i want to you know send this signed agreement to someone who's not already in my docusign room all right so i clicked add recipient and this time i'm doing my email address okay so if i want my transaction coordinator let's say to receive a copy of the signed form after my client has signed it i'm going to go ahead and add in the name and email address like you probably guessed but where it gets exciting is now instead of needs to sign i'm going to change this as receives a copy but the biggest thing to take away from this whole little spiel is that you need to change you see these numbers over here on the left side of the recipient right you need to change the second one to a two okay not always so if there are two let's say mrs claus assigning this as well all right so if mrs claus will be signing as well santa claus will have a one and the second client will also have a one so whoever needs to sign it will both receive a one and it would send the form to both of those parties first so they can electronically sign then once all parties marked with a one let me just add another one so you guys can see it so once all parties marked with a one has signed so for example right both these people have signed it will then go to the party marked as a two automatically and they'll receive a copy okay so that is how you can send it to your transaction coordinator mortgage provider admin you name it automatically after both people marked as a one have signed the form pretty cool all right and just to bring this full circle for you guys how to complete this process here is we'll click on next on the top right so next on the top right and that's where you'll have the option to send it off right away now i know you have questions about all these things on the left hang tight on that all right so to answer that all these items on the left okay this was an interactive form that we could just start typing in so you don't generally need to use these fields on the left hand side however you can so if you want to add any information here further you absolutely can but in theory you would have edited the form at the very first step when you pulled that into your docusign room and then you can send that off right away on the top right okay and what will happen when you send your clients the form to sign it will of course be emailed to them um this is important to know though you will not receive the signed copy back until both parties have signed and we'll be taking a look at how to edit fully signed documents in just a second here i just want to let you guys know that so we'll get back to that also if it's a form that you need to sign as the agent it will send you an email so if it's like a listing agreement or a buyer agency for example and it's a form that you would sign as the agent it will send you an ema l prompting you to sign but you can also come into the envelope section so this is the envelope and i'll show you every time you sent out forms to be signed throughout the transaction right from envelopes and if it's a form you need to sign as the agent you can click on the envelope and it'll say sign now if it's a form that you need to sign as you can see this is also the same spot you would resend the envelope if your client says they didn't receive that all right so i'm exiting out of this from the top right and i'm now going to show you guys how to do host and person signing okay so if post in person signing you're probably familiar with it if you use dot loop in the past um if you are not familiar with it what host and person signing is um right the steps i just showed you would allow you to send the form to your client to their email address to allow them to electronically sign um you might get clients who don't feel comfortable with that or they'll tell you they're not very tech savvy quote unquote and so they want to do it on the appointment with you let's say so i'm going to show you now how you can set up an envelope to bring it on your appointment so let's say you're on the listing appointment and you're talking through the listing agreement and they can sign sitting right next to you so that you can explain each page and they feel a little more comfortable that's what they require all right so how we do that so i'm in my docusign room if i lost anyone let's just go back to our docusign room in the envelope section we're going to do a slightly similar process to start out we're going to create a new envelope so create a new envelope same concept here right we are first adding documents to our room so i'm going to go ahead and add these in so i added room docs right to add those forms in and i'm adding in the recipients okay so what i've done so far is i added the forms and i added the recipients nothing weird right we just did that so very similar here okay so now what does really matter here what is going to be different is pretty much everything i say from now on all right so first thing that really matters so if you're taking notes on this part of class i don't have these written out so if you want to jot this down so for host and person signing first thing you need to make sure you do is edit the email signature on the very bottom it's what will help you differentiate and know which envelope is which when we go to actually do hosts in person signing you'll see what i mean but for the meantime let's go ahead and scroll to the very bottom where it says email subject you know you can do like in-person signing dash the client's name okay it's really important that you change the email subject to avoid confusion later so make sure you add in an email subject that's not just the default and now we're going to save and close so this part of what i just showed you and theory you would want to do before your appointment okay so we create the envelope and save it as a draft is what we're doing right we added the forms we added the recipient now we're renaming the email subject and saving and close at the top right save and close there and i can see that's now been saved as a draft all right you guys are ready for a wild ride let's go on and click on your headshot or initial on the top right and let's switch to e-signature now before we do that you probably have a question of what is e-signature right so there are docusign rooms right docusign rooms is the site of docusign that was created for real estate agents specifically that's where you'll do 95 of your work is in docusign room side the e-signature side of docusign has a few extra settings that the room side does not have including host and person signing so host and person signing is not a feature of docusign rooms however it is of docusign docusign-e-signatures so this is how you would use host and person signing is to switch to e-signature first as a workaround okay so that's why we're switching again headshot or initial on the top right in a circle and then switch to e-signature okay switch to e-signature and now on the very top let's click on manage so i switched to e-signature and then selected manage on the very top of my screen okay and we're going to go into drafts okay so we save that envelope as a draft so that's why we need to go into our drafts makes sense right so again we switched to signature i clicked on manage on the top toolbar and then drafts on the left side left side of your screen i then see my email subject re see how that's helpful now i know which one it is i need to say the date which is great too but i find it's helpful to change the email signature and on the far right let's go ahead and click continue okay these are going to be some more noteworthy moments because there are some extra i mean weird things we have to do here that's not normal is what i mean all right so first thing we need to do on this envelope here is scroll on down to the recipient section so right this at this point we're in front of our clients right we went on the appointment okay we click continue they're sitting next to us so now instead of saying they need to sign i'm going to change that to in-person signer and that that option is only available once we get over to e-signature okay so that's what you'll need to do first is switch the role of the client to in-person signer and then you'll see these hosts name and host email boxes pop up um that's asking you like whose computer are they signing from so if you have your computer you typically want to put yourself as the host so it's pretty much asking your name so for the host name you'll put in your name and email address as the agent you're hosting their signing and now on the very top right we can click next or even send now i think we can even click send now i'm going to click next just to go through this i think we can click send now as well but if you click on next it will take you if you would like to add any additional fields you can at this time so if you need to add any text boxes you would have the ability to but again in this hypothetical situation we're doing this form would already be fully filled out and edited because we did that first okay but you would have the option to edit it if you wanted to or needed to and then i can click send on the top right i'll select sign now it's uh gonna give a couple steps here and that will show up what is expected of the host for in-person signing and click start and now it's prompting me you can just watch on my screen if you would like because i would like to show you now what it looks like from a client's perspective i always think that's that's helpful to see so that the client calls you needing help you know what they're looking at all right so this is what a client sees when they're signing whether it be from email or host and person signing it looks the same all right so first thing it'll ask them to check this that they agree and click continue watch how easy it is for them to sign so click start and i'll prompt them to sign okay so the first time that they go to sign in the first time only it'll prompt them to update their name so if you spelled their name wrong or they want to sign with a middle initial or you know add their middle name here they can absolutely do that the first time that they go to sign after they've already signed once that signature would have to be updated in your client's uh preferences for docusign all right so as you can see right this is the client's perspective once i sign once i click to initial a form it brings me down to the next page right to initial i can always scroll up as a client to actually read what i'm signing or i can just keep going down go ahead and click all the required boxes here and then it will allow them to finish that when they click finish it will it can email a copy to them so that's what this is saying if you want to enter your email address you can do that here and it'll email a copy of the signed form or you can also print that okay so this is saying your client right this is all the client's perspective here all right so now i'm passing it back to the host and it will take me back to docusign now when this happens to actually see the signed form you have to go back to your docusign room and you can do that in a variety of different ways to get back to your docusign room you can do kind the same process here by clicking on your headshot on the top right or initial and click switch to rooms or you can go directly to realestate.docusign.com to access that so again i click switch to rooms from that drop down and i'm simply clicking on the room again to open that up and if i lost anyone feel free to just type in your top address bar realestate.docusign.com and that'll pull you back in okay so we don't want to be logging into docusign.com guys please note that is realestate.docusign.com and i know i stressed and hopefully pounded into you that we always start a transaction in command with those steps that we did right we created a contact create an opportunity and click start a transaction to create the docusign room right so we always create the transaction and command initially however after we've created it the first time if you would like to just go to realestate.docusign.com directly to access your docusign room you can that's totally fine just make sure you are not going to docusign.com directly instead okay so next thing i'm going to show you is how to make changes to um a fully signed document right if you need to make edits to a signed document in docusign because this this is a little different than dot loop um so this is really important for you guys to understand is that when your form is signed okay let's take a look this is the one that i just signed right i can see the green signed icon however this is the initial form so this is the initial form i pulled in to docusign room right you see that blue form icon right here that blue icon is the same thing as this icon right just to try to pull this full circle for you so those are your docusign forms any blue icon like that that means that it's editable meaning if i click on it i can just start typing right all the text fields are already there and i can just start editing right i just want to show you guys real quick the difference as you can see text fields are here so i can just start typing my heart's desire and click save and close right so that is what this icon indicates before my time however once you send that for signatures right this is what my client signed when it comes back signed this is really important when it comes back signed it comes back as a separate pdf so you can see this is the same form these are the same form this is just the signed copy which is a pdf and what why that's important that it's a pdf when it comes back is it's not editable meaning i cannot just click to start editing anything and the reason that's a good thing is is that it will preserve your client's signatures meaning you cannot erase them no matter what you do um if you use dot loop previously you might have seen like the message that will pop up oh if you make any changes it'll erase your client's signature you have a mini heart attack and repeat um so docusign does not have that same kind of feature as the signed form will come back as a separate pdf so with that being said if you need to make edits to a fully signed document in docusign this is how you'll do it so we need to pull it into an envelope first so you know those text fields you probably saw i didn't mention it too much but we saw a bunch of text fields and initial fields on the left hand side those are available once we pull the form into the envelope so that's what we need to do first and we've been starting the envelope from here right from the envelopes tab since you guys are so advanced i just want to show you one more way that you can start an envelope from this page too so if you want to create an envelope to edit a fully signed form i can do that right from the document section as well you'll notice if you hover your mouse over any of the documents a little dot world will appear that you can click to check it see this check now once you have that check you will then see these bulk actions appear if you don't have a form checked you won't see this so if you don't see that that's why now these bulk actions they're really helpful if you hover your mouse you'll see what each one does if you need to copy the form to another room move it to another room email the form create number that's what we're about to do and download it archive it unarchive and delete now i see the question if if there's a way to delete from docusign um so you can definitely delete pdfs from docusign like sign forms like this however you'll notice i'm not sure if this is one of them but let's see some forms are not able to be deleted from docusign just a heads up so if i try to delete this one it won't let me if i don't have the correct permissions because it's a docusign interactive form so not all forms are deletable um however i just want to let you know so you're not pulling your hair out trying to figure out why you can delete pdfs or signed forms so okay so we click on the check box on the far top left and we're going to click create envelope create envelope sorry that was a little fast that was the center icon it's an icon that looks like a pen okay same concept here guys we just need to add in the recipient i already have the document added in through these steps in the envelope so now i just need to add in my recipient that's important now when adding a recipient right we were choosing the top one which i forgot immediately when i was gonna tell you so when it's typically when it's an interactive form right the forms we can just start filling in there are three forms to add recipient three options here sorry i'm blanking on what that top one says um but for a pdf we want to go ahead and select still the top one uh you'll just notice that there's one less and i just don't want you to be alarmed by that but go ahead and click room participants so add recipients room participants it'll look slightly different the same concept here we just want to go ahead and click our contacts name the check mark to the left of it and then click add selected okay so all i needed to do was add in my contact here and i can click next okay and this is where we would go to actually edit the signed form or a pdf so yeah this this whole concept here i'm going to show you is how to make edits to a pdf in docusign or a fully signed document in docusign so on the left hand side you'll see a bunch of different fields that you can start editing adding in okay so let's say this um forum is fully signed but they want to change the settlement date or you know just a small portion of it or let's say you've got the clients you put in the client's name is tony instead of anthony whatever the case may be i need to make i need to make corrections to a fully signed document okay so first thing i need to do is cross out the incorrect information to do that so on the far left so super far left there's a gray toolbar really the main time i even ever switch this gray toolbar is really just to get to this line tool so if you click on the icon that looks like a pencil on the very far far left gray toolbar here you'll see the line option and that's your strikethrough so if you select that we can then cross out the incorrect information on the form so i did that by clicking my mouse and clicking again to drop that field and i can always move fields around and delete those i'll show you more of that in a second here so again that markup tool there's only one here but that's where you'll get that is a line just in case you guys need that now let's switch back to where we really spend most of our time and that's the standard forms so the very top icon on the left side gray toolbar this is where we go to add text boxes initial fields the check box doesn't say check boxes text boxes check boxes all of the boxes all right so from here we need to go ahead and add a text box to put in our client's correct name um so i'll go ahead and add this text box and click to drop it okay so i clic ed on the text option and i click to drop it here now when i do that a text box drops pretty small so if i instead i will want to drag that out by putting my mouse on the corners of that text box and expanding that out okay this is a noteworthy moment if um you are adding text boxes to a pdf and this will probably pop up a decent amount for you guys so this is good to know so when you're adding a text box okay please note the color of the fields here i'm going to add a second client so you can see the difference but if you click on your client on the very top left so you can see the drop down with your client's name here if there was a spouse in the transaction you would see both clients names here and the second client would be given a different color let's say blue alright so i would be able to switch back and forth between the yellow and the blue check boxes to lay those down okay so notice this color right the color of the contact corresponds to the color of the fields the reason that is important to know is that when you lay a text box right so if you did that if you want to lay one with me to see what i'm talking about let's play a text box make sure you're clicked on it so you can see the settings on the right hand side first of all if you need to delete it there's the option on the bottom if you laid a rogue text box you can delete it but what's really important here guys for creating pdfs in docusign are these two settings at the top is it a required field if off default it's a required field meaning if it's solid yellow your client will be forced to fill out the field before a docusign will allow them to finish signing if this is not a field that you need your client to fill out you can uncheck that it's a required field now notice when i uncheck that it's a required field it turns the see through right if i check it it's yellow all right so you want that unchecked typically if it's a field that you want to make sure they do not change you can change that as read only okay so i am removing that's required i don't need my client to fill out i'm going to fill this out now i'm going to mark it as read only so i can go ahead and let's say put in my correct con tax name and then typically i'll need to get that signed right any signatures you get made to a fully signed document will need to be signed right you can always chat with your broker in charge for exact compliance rules in your area but in general if you make changes to a fully signed document you have to get those changes initial so to do that i'll grab the initial field on the left hand side and drop that now if there is a second client who will be signing i apologize i didn't add a second client i should have you can get what you'll want to do though is select the other client from this drop down it should then turn all the fields to that client's color so you can add an initial box for that client as well only other thing i want to point out on this is if it's a field that you're laying that you want your clients to both be able to see and maybe even both fill out okay so so far when i'm talking ray i've been telling you that okay if you check that as required it will force this contact to fill it out well if it's a field that you want both your clients to fill out and see i've noticed that even for both clients to be able to see the field you have to come into collaboration and select that recipients can collaborate you want them both to be able to fill out the field right and those just heads up those text fields those uh settings kind of annoying to have to toggle those all the time so you can save as a custom field as well i don't think the collaboration one saves let's check it out so if i click save as custom field let's say i want this one to be like when my when i need to fill in something as the agent i'm going to save that as a custom field and name this agent field right this is when i need to fill in something right i don't want that to be required for my client and i want that read only so my client cannot fill that out you can see i can make any changes right i can save any font and so forth here and save that i can even auto place text which is pretty cool so like if you want to create one of these uh custom fields for your office address or you know whatever it might be you could go ahead and uh select the auto place text and that would create a field with whatever that information is already added in so i can save that in just a heads up your custom fields are the second option down on that grade toolbar all right guys um so i do have a few other uh tips on that tip guide that i sent out during near the beginning of class i'm gonna send that out again so that you can take a look and answer some of your questions that you sent over if you'd like to hang around for that um some things i want to point out on that tip guide that i sent out one second i is that it will have some additional tips that i think would be great to finish watching after today's class if you have the time okay specifically how to add forms to your opportunity and create a commission request those are important things for you to do for compliance in order to get your commission check which is i think why we do this whole real estate thing um so i would highly recommend again watching the ad to the forms your opportunity to submit for review and creating a commission request if you have any questions on that please feel free to email me support at scottleroymarketing.com you can put attention my name in the subject which is leah l-e-a-h and i'm more than happy to handle handle any questions that you might have on today's class or docusign i know this is a lot to learn and take in so i'm here to help you guys if you're watching this class recorded i will put these notes on under the video in the description alright guys i'm going to turn off the recording and i will be sticking around for any questions i hope this helped and i hope you have a great day