Sign Louisiana Terms of Use Agreement Mobile

Document type sign terms of use agreement louisiana mobile

more present looking at transaction deskpro pro view of your transaction desk account as opposed to the different views that you have you have one account I just always like to emphasize that you have one transaction desk account multiple views into that one account the probe you which we're looking at now the light view if you're looking in the top right-hand corner with me there K the action desk light the less-is-more approach and if light is less is more than Pro is more is better just more transaction management services that's all the differences between the views is the number of transaction management features the third view is the the mobile view doc box to go com mobile access optimized for mobile browsing from most smartphones netbooks tablets and so forth also different views into your one transaction desk account so what we want to focus on time is of the essence here moving forward to start in your transaction top shading to the left a little bit there start a new transaction I'm going to click on this button and we go right to that start page to walk through to see the steps to start this new file to create the form packet to again deliver this packet out to a client for signatures and initials you know depending on what type of client you have it's going to determine the type of transaction that you start but a lot of these features are going to be very routine and consistent this may look a little bit different depending on the association that you belong to this is a nationally broadcast webinar all of the steps are the same you may not have every feature or form folder things like that is those little features may be different but all the steps are the same to create the transaction and deliver a form packet and that first step is giving your transaction a name seeing a lot of listing yard signs go up this spring so trying to summon buyers into these markets by doing buyer transaction types but they are at their core they're the same you know listing file elise file a purchase file they're all the same it's just different forms that we're going to add to the file so maybe in that vein people do one we haven't done or don't do enough and enough is that lease file but what is the name we're going to go with bed I'm going to go with Ben Benson and maybe is a lease prospect you name your files how you are going to best benefit you know how you're going to recognize that when you when you go back to search for these transactions to add documents and so forth to do you work with these and revise these files give it the name that you're going to recognize choose the type so that you can easily filter through your transaction files to be able to find them in this situation right here Center the screen import from mls is optional obviously if you don't have an mls ID or if you don't have access to the feature by three out of four the viewers here should have access to some type of mls integration with some of you will not if you have it you can use it in the probe you I'm going to also show you where you can import into your existing file so this one's right here right in front of your face like wow I can import from the MLS the other one I'm going to show you is not so not so obvious so i'm going to show you that one populate from a template as we move down the screen we just have these optional opportunities to add content to our new transaction file import from the mls we'll add that property information and that mls content to our new file populate from a transaction template content that we generate within our own account within our templates our transaction templates we can import that to start a new file we do have additional webinars that show how to create the templates that build better transaction files using them this session is just going to focus on your first time you need to login you need to write up an offer and that's what we're going to focus on now we're going to walk through the wizard we are going to stay with the selling agent this is changeable if you're neither the buying or selling agent or if you're both the buying or listing and selling you can choose to identify yourself on that side of the transaction ultimately here I just want to click on start transaction and I really would encourage you to start at that first substantive conversation when you have that first contact with that either maybe the referral or you're working phone duty and you get a call or you get a response back from some email or marketing campaign that you've been working on you have a prospect you want to start that new file today you might reach for a manila folder to start plug in those pages in there maybe your step beyond that maybe you're going on to your computer and you're creating a folder for that new new client or prospect so you're creating a digital file stored locally on your desktop or laptop the benefit of moving those files online to the cloud cloud computing move your files from your storage two hours online transaction desk we have multiple server locations austin texas london ontario canada separated geographically running redundant lee to ensure access 24 hours a day seven days a week to your transaction files and all of the data little popup message here maybe you're reading that while i was a chattering on there just talks about the transaction file and there are no required fields and we can save and exit from at any time and think of it as a paper a replacement of that paper file if you never want to see it again do not show this message again i do these quite often so i have to leave it unchecked but clicking on clothes will close that pop up do we have property information if you follow me here to the left hand side of the screen this dashboard if you will bottom left-hand sides to save and exit we are using the transaction wizard to walk through these simple elements of our transaction file the property information if we have it any dates if we have it contacts forms documents just giving an opportunity here to add content to our new transaction do we have it we can add it if we don't we can skip it we don't want to really work in here at all you can save and exit if you'll just go to your transaction overview screen where you can then take the steps to add or update or work with your transaction so this is just that kind of pre step to it if we have this information do we have it property information not right now just got a call they're interested we're going to start looking clicking on next so would that be the same we wouldn't really have any dates at this point well maybe they do maybe this is at least they have a move-in date or they're a buyer and they're relocating and they have a required closing date and also because i just want to show the autofill features into our form we're going to get those property information by mls import but the dates i'm just going to choose some here pick from the calendar it pulls the counter you can certainly type in there as well maybe even know that they submitted a mortgage application again just clicking on the little blue calendar icon there and we know that they you know submitted that already add the ones you have do you have two are they required by no means are they required clicking on next top right corner there clicking on next we're just going to go through again these are just the elements of our transaction filed the features and details of this new file that we have I would like to is a very consistent phrase that you'll see throughout transaction desk transaction just light view mobile view I would like to middle left side screen I would like to is that phrase it's always in conjunction with this drop down triangle that triangle by clicking on it will yield the drop down menu doesn't always have a lot of menu options but always a few to choose from but i'll continue to emphasize a point those out as we go through but yes we do i would like to add a new transaction contact click on the go arrow i want to add my new buyer prospect Ben Benson so who buyer yes I did that a little quick i mean just show that menu again clicking on the triangle represents that menu of options they're the ones you have to choose from if you don't see the one you like create your own but remember it's not the person it's the contact type clicking on continue I can now add the person i'm going to type their name in if i have been using transaction desk to manage my online contacts you can insert them from your transaction just contacts into your transaction file and that insert from that little business card icon there but maybe it is again just that first conversation you got their cell phone and maybe their email address one nice feature I'm going to point at it not really going to speak to it too much certainly can answer questions about if you're interested participant access you can give your contact or contacts whomever you add in to your transaction file access to your file details if you and just the specific details you want them in vax s2 whether it's just that one signed document or list of forms or some contact information that participant access you can grant your contacts online access to your transaction file details you decide the details I am going to click in add to my contacts because not only do I want to add been to this transaction file i also want to save them to my transaction desk contacts so then i click here in the bottom right save contact information by clicking their saves band to my transaction file adds been to my contact database are there any other buyers we add the minced separately even if their husbands and wives brothers and sisters parents and children business partners even if their contacts that you would otherwise save as one you want to add them separately into your transaction files so that their information will autocomplete those printed name fields under those signature lines so where you have that bioprinted name or the seller printed name or the listing agent or the selling agent add them in as contacts separately so that each person will autocomplete those printed name fields under those signature lines and we'll show that here in just a moment when we look at forms editor but right now clicking on next because we actually want to add some forms to our transaction file here i would like to there's that phrase add new forms clicking on the go arrow we're going to add forms to our transaction file so that we can prepare our packet deliver it to our client content that you can create quick start groups you can group together forms and contracts so that you can more quickly and efficiently add those forms to your transaction add content reduce time energy and effort increase consistency we're starting from scratch we've never created a quick start group or a transaction template we just need to get through setting up this setting up this lease or whatever we're looking at here agency forms so we're going to go through again nationally broadcast these folders might not look exactly the same the form names may look forward to you but when you go to your forms library you will see the forms for your state your local Association potentially your office forms we do offer those services so we're just going to grab a few for this example I must select the one and then I'm going to go to a next one here clicking on the plus sign expands that folder it will choose that when pressing and holding the ctrl key press and hold the ctrl key select the additional form not sure which forms which will go down to purchase Avenue here and just press and hold the ctrl to select the forum add the forms that we want to complete and add to this transaction file this is just the first place that you can add them by no means the last and there's a number of locations where will point out you can add more forms so this is just the first run through add the selected forms this is where transaction templates really come into play because you know they're the same three or four forms every time the transaction temple allows you to identify them and automatically include them when starting new files otherwise you can certainly add them as we just did sorry by my mouse there to look like it blew all panels but sometimes that go to training sidebar gets in the way clicking on next blue next button to our their documents do we have anything that we've received thus far I know it's a brand new client but I am going to show you a step here clicking on upload a document because maybe you got the pre-qual letter from the whomever from the bank of their banking statement i would like to there's that phrase upload a document move your documents online manage them 24 hours a day seven days a week online to the cloud clicking on add so i'm going to access my local restore documents maybe i received an email message and saved it to that desktop folder or i got some paper and i scanned it to file and saving that in my desktop folder I'm gonna access that desktop folder I'm going to go to that desktop folder and find the appropriate folder and find the appropriate file gets under will and there's my pre qual letter select it i can double click on it and it's going to add it to this little upload manager see there's my document what types of documents PDF documents Word documents Excel spreadsheets image files jpg bitmap tiff and gift so all these different photo and image files are supported you can upload them into your online files bottom right corner add selected documents again this is just the first time through whatever we have we can add in if you don't have it we can skip it and I'm going to quickly speak to the next two steps and complete this complete this wizard clicking on return to document manager we're in the transaction wizard of our new Ben Benson transaction file we're just adding some detail that we have for this new client or prospect or private prospect now we don't have any agency signed yet so they're still prospect and we're just getting this file together the details that we have at any time if we don't have any more information bottom left corner save and exit I'm done adding the content that I have I mean exit from the wizard go to my transaction file just to speaking points here to work with others you can create share groups for other agents within your office if you work with the business partner or if you work in a team environment where you know you work with each other's transaction files if you work in that type of situation you can first create the share you create that share or that content within and then you'll see them here too to share your files when you choose to again just get you create the share and the content doesn't mean you have to share that particular file you decide but that sharing not really part of your creative writing up that offer task same thing you know now I'm not really part of writing up the offer but these are additional transaction management features so they can be part of your transaction file the to-do list you may do this already you may have at that new buyer checklist or that new seller checklist or that new leasing prospect and you know that 12 things that you need to do for that new or in process client so you can add those we have some very specific activity plans that you can add in and task templates but may be best left for another session or or let's get our form completed and delivered and then we'll come back and talk about the tasks that need to be added so I'm going to save and exit from the wizard we walked through we added just some details to our new file we just spoke with Ben and we put together this transaction file so we can now create the form packet and deliberative and for his signatures and initials so here's the forms we added the document that we uploaded scrolling down a little bit the contacts what we're looking at now the red bullet points here on the left-hand column we refer to it as the board dashboard here red bullet points we are in the top bullet point this is the transaction overview page of our new Ben Benson transaction file so this is kind of that high level view of our new file here all these bullet points maybe some of them look familiar dates property information contacts forms documents tasks and sharing just going down those Red bullet points that's all we did that's all the wizard is is steps through our new transaction file to add this content to our to our transaction file all right and now i do want to point out here's that phrase again right i would like to consistent phrase there's that drop down triangle clicking on it we have this nice menu of features I had talked about the importing data we talked about importing data to start our new file but this is where we can import into our existing transaction file so the overview I would like to a lot of good features in here that the are discussed and follow-up webinars but import data click on the go aero clicking on that go aero we can import transact property information into our existing file so whenever you do identify that property that they want to put an offer on or want to submit the lease on application pull it in property mls clicking on import data clicking on that again like i said probably through three out of four or you know four out of five of you will have these mls integrations some of you may not this nationally broadcast webinar but UK if you have it if you benefit from it that really is the big benefit to be able to pull in that data into your transaction file to reduce redundant at entry you know reduce time energy and effort when starting those new files you just pulled it in now it's a populated or property information then added to our new transit action file going down to the forms link dashboard and bottom left-hand side I guess instinet forms we've added three forms to this transaction so far by clicking on instant it forms we can see those see the first option is i would like to add new forms now you can add additional forms to this transaction file that option is there and available we're going to stick with the ones that we have but i do want to point out this feature auto populate update form sides always like to get in the habit i always show this these are to verify or absolutely make sure that your transaction file details auto populate your form field so clicking there on auto populate update forms because that's the way data travels from your transaction file to your forms we build our transaction files with property information and contacts and dates we add that to our transaction file so that that information then populates our form fields read on screen confirmation all form successfully updated click on the form name to launch that form in forms editor because now we're going to go to and complete all of the required and optional fields the required and optional fields to complete these forms write and deliver them out bound by print email fax digital signatures ways to deliver your forms for signatures and initials we do offer digital signature technology affect assign is our digital signature product e-sign compliant Universal electronic transmission act compliant FHA approved so that once you complete your forms you can prepare them for digital signatures that's just one way though you know in different attendees of this we are going to go up against me just in different ways some of you will create the form packet and then print it to go meet with the client for their signatures and initials some of you create the form packet and then email it to your client so that they'll print it and sign it and return it to you and if you fax back cover sheet or other technology to get those signed copies back into your online file so that's what we're going so the first step is completing these forms I'm in the top ish right-hand side of the screen that column of forms that we see there's a little red minus sign hover my mouse there's a shrink window will shrink that column against the right-hand side of the screen just so we have better visibility into the form that we are working on scrolling down we see we've benefited from the detail auto filling from our transaction file all of the light blue fields are fillable there fillable fields on these online forms incident forms fillable fields by clicking on a field there it does kind of highlight it in black it gives the name of the field and the maximum number of characters that can be tight by clicking there it activates that field if you will so that i can type or paste to add detail I say paste because anything you can copy your computer's clipboard so to speak you can paste into your form fields there are no restrictions from copying and pasting I went going down to the big open text field now line 20 there and pasting nice feature of this open text field when I paste you can see I get to auto the auto return there took me back to the left indent and when I paste and so forth there are no restrictions from copying and pasting complete your forms and contracts although the required and optional fields you know go through and down the mineral rights they're complete those fields if you like keyboard shortcuts throw one at you hear the tab key is a good to go between syllable fields when every time I click the tab key it takes me to that next fillable field there our acta you know the dates fields and going through tab there's our prefilled address you see I just clicking tab and it keeps taking me across one more keyboard shortcut won't bore you to death with them but that's a bear with me here for a moment had a previous webinar that was recording just complete that process so apologize for that but syllable fields within our online form the second keyboard shortcut I was going to show you there is the space bar by clicking on the space bar you can add content or checkboxes to your ad can add checks and X is to your check boxes so we go through we're going to complete all of the required and optional fields within these forms one nice feature as we can expand them in the top right corner again clicking on that plus sign to now expand that form column so I can go to the next form clicking on the agent profile form I can leave the one form I do like to show that prompt if you do not save your changes you certainly will be prompted to do so spin and on the next page here will show you how you can some more features of forms editor but I always like to show that one you will be prompted to save your changes all of those blue fields are fillable some of the features in the top left corner that you'll see again this is going to be you know to your preference how do you want to start delivering these forms in the top left corner up there by file we can print each one to paper you can take that step we could print it the paper if we want to start generate paper to go meet with our client for stink signatures on paper pages if you will we can save them offline as PDF documents they're completed PDFs no longer fillable tour offline adobe acrobat reader PDF documents so we can take those again top left corner file new is a new form access forms library to open that new form to complete the required and optional fields send transaction desk account users have opportunity to send this form via email I could fax it and you don't need to be within a thousand miles of the fax machine to send an outbound fax its internet faxing you are instructing transaction us to complete that action you are being notified via email when the action is complete and it's real time and you know it's going to you're going to get two emails basically once you hit Send it's going to email you that it's been queued for maxing and then immediately follow up with the successful you know that send message those successfully sent so ways to deliver your completed forms format nice way here to update font style color and size and add or just the font features in the fillable fields you can't change the font of the boilerplate form if you will only within those fillable fields view zoom in zoom out again if there's multiple pages you'll have a go-to opportunity there transaction is a nice option here to add new forms nice reason to add it from here is so that it will be prefilled with all of your transaction file details so adding a new forms of our transaction file right here from forms editor it will open the new form in forms edit mode and pre fill it with all of our transaction file information so we've just seeing a number of different places we can add forms to our transaction files insert is another option to add contact another option to add content to your transaction desk account clauses or provisions if you will so that you can paste those clauses in to your online forms you generate the content you can then paste that content into your forms and contracts right here through forms editor consistent and efficient reducing redundant data entry utilizing clauses to to add that content to your forms last one there help online help we do offer tutorial base this is screenshots and little captivate videos and instructions on how to complete actions online help Live Support is a tech chat if you will will launch a live chat session with our tech support representatives Weaver 9am 28 p.m. eastern time monday thru friday after the support hours so adjust for your time zones is accordingly I'll show at the end additional websites for additional training and support content but that's right here through forms editor good opportunity there so we've completed our form so you added the forms that we need to this transaction file we want to now generate a form packet or at least prepare them to be delivered yeah so from the column here on the right you can see that i can email selected forms fact selected forms or print selected forms to PDF i like to print the PDF option to generate a form packet merge them together the other two people the other one email will email them but individually individual PDF documents or individual links within that email message so it by choosing email selected you would send three individual forms fax am sooo would merge them on the outbound facts but we're going to show the print print to selected clicking on the go arrow does make sense to select the forms that you want to print that's always good it's like the top checkbox will select them all you can certainly do select ones that you don't need to attach but print the selected forms key to select the forms click on that go arrow I just call it the go arrow because when you hover your mouse the little bubble pops up and says go so meaningful sort order so profile for maybe we'll do the profile form first let's put the customer information form that may be the first document that you have to present two new clients customer information would be the first document using the green arrow to move them into the appropriate look sort order information form first profile form second agreement to buy and sell third so first page second page 3 through however many pages that you have in your contracts I'm going to save a copy of this merge document to my doc box the document section of this transaction file I am going to name this document somebody's I just don't like the date right there it just gave it the name of my transaction file so i'm going to call this the lease app packet something like that however you're going to identify this form packet so you can see and go okay this is the one that it is give it your unique names or your file naming structure generate the PDF document bottom right corner and generate PDF again within your namings the best thing I could offer you is just to be consistent name them consistently I typically use the clients name first and then if there's an address or property associated at that second that's just me some of you probably do the exact opposite where you put the property address first and then any buyer or seller name it's your property eccentric and not you know client-centric or some of your client centric and while I was blathering on there it merged our individual forms into one form packet clicking here on the link i can open this form packet again we did have a copy saved to our transaction file which we'll look at in just a moment but here's the PDF it'll be acrobat so maybe now you want to print it you want to get it merged first and now you want to print it to paper top left corner of this adobe acrobat reader file click that printer to print or just next to it to save do you want to click on print because i like to show this additional feature and if i keep moving forward here probably have a good opportunity to show it if you want to print this to paper i'm going to show all the options of printers that I have you know that Lexmark is my all-in-one it's the printer copy scan and fax the laserjet is you know black jet be very efficient on those printing and so forth the magic colors to color printer blah blah blah what you see here is the dock box printer by instinet solutions a transaction desk feature a print driver that you can install so that you can email fax or upload directly from the print feature of any document that you have you install that print driver onto your computer or computers and then when you go through that print sequence you can select it to email fax or upload directly from the the print option within the document it's a good feature we cover in our dock box webinar we also have a little five minutes overview of it on our youtube side so my cancel out of there but always like to point out that opportunity through the print feature just additional transaction desk features to manage that sale process mobile access to your documents and so forth minimizing that document we did save one here looking at our transaction file we're in our Ben Benson file we just completed the forms I'm going to click here on documents just below it dashboard on the left lower left corner clicking on documents we completed our forms again and different people on the call or delivering these different ways some of you hopefully are going to think about offense I'm in the dashboard still authentic I'd you're going to think about hey I can deliver these by email to have my participant click to accept the digital and initial stamps that I put on there for them completely digital take the paper cycle out no more back saying no more emailing create signings and deliver digital signatures through yourself process but however you're getting them signed digitally you're printing them to go meet with the clients and getting ink signature on paper you are emailing them to your client and you can see now you can no there's that the app packet i would like to email the selected document you know I have these features within this drop-down I would like to upside down triangle you click there to yield these menus to see these options emailing being one of them uploading documents back in to your transaction file once you get this signed ratified contract you can upload fax scan so forth to get those signed ratifies back in to your online account the ones that matter right the ones that are binding the ones that you need to retain for three five seven ten years based on your states of document requirement retention requirements so opportunity there to get them back in to your online account so we can certainly email it out let's just show that enough I've shown that feature yet so click here email select the document or documents as it will click on the go aero documents been chosen I can send it as either an attachment as a PDF attachment or a link so i can deliver this document as an online lang calls the person's to do is click on the link and it will open that adobe reader documents nice thing about that is will get a little notification that they've clicked to open that link they clicked on it to open the document you get a notification that that links been accessed so a nice feature there to get you some feedback loop who's your recipient it's a been again there's the little business icon there we could select Bend from our contacts and you'll do that selecting contacts become a little business card you pop up this contacts there's been clicking on his name ads him and his email address to my outbound email the message now please review and call with questions something like that and send the email it's going to get email message going to click the link open the document print it sign it perhaps you can use a ax back cover sheet to fax it directly back to your online transaction file perhaps he's going to scan and upload it and then email to you so that you get a PDF copy attached to an email message however you're receiving them is fine but certainly faxing services the fax cover sheets essentially turn paper fax machines into scanners they are cover sheets with barcode technologies that our receiving faxes read the barcode that barcode contained your agent account information your transaction file information so our receiving faxes convert those paper faxes to PDF and deliver those PDFs directly to your online transaction files you are notified via email when those faxes are received you get PDF copies of the received faxes so very robust faxing services covered specifically in the dock box webinar session so once you've created the form packets and deliver them outbound this is how you can reupload them back in to your online account as well my fingers are too fast for the mouse pad I think again we create the files we deliver them we re uploading those signed versions back in about four or five more minutes that's really is generating that transaction file let me go back to the Home tab here for a moment you want to look at the Settings tab just just for a minute but we leave the transaction file I just want you to feel confident how do I get back there yeah now that I've created I have no idea where to find it work with the existing transaction but my preference I typically work here from the links at the top the second row of links I typically will click on transactions to see the transaction files that we've generated within this account but also to create new ones there is a create new feature right from our our kind of transaction page here shows the transactions that we've created we can search our transaction files by this will filtering here at the top and you can also see that i would like to phrase i would like to create new transaction so by clicking on that transactions link gives me not only access to my existing files but opportunity to create new files come back anytime add upload revised work with those online transactions from transactions I want to go just a little bit higher to the lid to the top right corner of their settings want to click here on the settings tab point out a few features this is where you can create the content for your transaction desk account first thing you may if you have no interest in any other contents and that you might just want to brand your account add your personal photo and your company logos so that your fax cover sheets and your outbound email messages are branded with your personal photo and company logos so just upload them like any other documents upload those photos and logos but all the other features on this page quick starts and transaction templates activity plans clauses and sharing are all covered in other webinar shins do you want to click here on my preferences in the top left hand corner clicking on that action spoke about print driver and and dock box ago mobile access this is where you can access those features green triangles this dashboard on the left bottom left hand corner dock box to go settings so you can go through the steps to access through another view through the mobile view optimized for mobile browsing access to your online documents and contacts and completed forms all of that content that you have online you can access through smart phones iPhones Androids template or tablets netbooks and so forth the print driver we saw a reference to that through the print feature you can print driver here install that print driver onto your computer or computers to have just another point of access to your online account to upload email or fax documents right through those print option menus but with that said just want to be very mindful of your time appreciative of your energy and interest to attend this webinar session going to top Center the screen going back to the Home tab going to rear A's this audio message thank you very much again for the opportunity to present I do hope it was a benefit to you mentioned a youtube account where you can go and get that five or seven minute overview of the print driver or of the dock box to go you can see those features in action but otherwise one to five minute how do I sessions online youtube.com forward slash incident webinars you can find the calendar of live upcoming sessions as well as our full lengths of recorded 30 to 75 minute sessions transaction desk calm ford / training so different content links transaction desk full length 30 to 75 YouTube 125 minute how do I videos questions webinars at instinet solutions com please do submit questions comments general observations let us know how we can best assist with your training needs final one here tumbled out me forward slash webinar Greg if you'd really rather skip their content and schedule a session specifically for your office or your real estate team to be more interactive to discuss implementation strategies or just to tailor the events to your time and the content you're most interested in discussing tunngle damu Ford / webinar Greg is our online calendar they are free sessions so again just please let us know how we can best assist with your training needs I will remain available for now at least five minutes to answer questions through the go to training sidebar that chat section so pleased to type them in and until we webinar again I hope that you have a tremendous tremendous day