Sign New York Terms of Use Agreement Simple

Document type sign terms of use agreement new york simple

who are present and first tell you a little bit about who we are internet solutions providing services to the real estate industry our 20th anniversary year over 400,000 licensed users of our forms and transaction management services so a good opportunity here to access and work with our web-based applications entirely web-based applications to create and complete your forms online so this is the home page or Home tab if you will follow me to the top of the center here home when you log into your internet forms account you will access this view this is kind of the page that you come to you when you log in this is a nationally broadcast webinar so it may not look exactly the same as yours as we go through the forms library will most likely be a little bit different but all the features all the steps are the same and you access your forms for your state and your association those forms were provided to us by your stage and by your association and we've just posted them online for your access they're the same forms that you've worked with a thousand times before the forms have not changed unless your state or Association has revised them recently those forms have not changed it's really just the forms editor that you're working with to complete those fillable fields and that's what we really want to focus on accessing those forms fillable fields and completing completing those forms and contracts so we are going to just down to the left a little bit second row of links there I'm going to click on instinet forms I like to work from these links at the top clicking on instinet forms to access that forms library typically it's just going to be alphabetical order to find your forms to access the forms that you want to complete for the clients and properties that you're working with so I want to start on the left hand side of the screen top left hand side speak to a few features here I want to speak to this phrase i would like to to very consistent phrase that you'll see throughout a set of forms and it means that you have choices it really does mean that you have options and those options can be found by clicking on the little upside down triangle by clicking on that a little upside down triangle it's going to yield this option menu create new form print selected forms email selected forms so options to work with forms that we've generated in our library forms here so I'm just going to work down here a little bit perhaps you are searching for a particular form you were looking for that listing agreement or that buy sell contract or that purchase contract let's just look for listing let's see what we can find type listing into this search and we're going to search for forms which listing in their form name by clicking on the magnifying glass there you can see it's going to search for this form I'm just hovering my mouse there so just by hovering my mouse that bubble instruction just pops up so it gives me a little indication of what's about to happen we're going to search for forms with listing in their form name and instant forms found five there are five forms in this particular forms library with listing in that form name one of them is the folder the listings forbes for this particular user base so continue to scroll down you can see that it's highlighted in green it's not selected it's just merely highlighted so that I can pick it out visually more quickly than otherwise having to search and read every f form name as we go through so just scrolling down there addendum to listing contract the multiple listing waiver maybe we'll choose that one is dead so we'll choose the exclusive right to sell that's what I was looking for so i could could taste certainly choose any form that want to work with but let's choose that one if that exclusive right to sell will go with letter size eight and a half by eleven i select it and i see the difference see the color difference between the green highlighted hey this is what you're searching for and the blue i clicked my mouse to select that form turned it blue now i've selected it and you can see that the right hand side of my screen has changed just the right hand column there has changed because I and what it can now work with this form before a second there's my mouth kind of looks like it goes crazy so that was minimizing my go to training sidebar there because it was taking up the better part of the right hand side of my screen because I wanted to see what i was looking at here on the right hand side of the screen form options let's just start at the top name use property address so if I don't change this if I create a new version of this form it's going to use the property address that i added to the form to name it that's what use property address me so this is naming the form and I'm about to create maybe I want to give it a particular name I could select that second circle just below by selecting their it brings up the form name exclusive right to sell but baby maybe I want to click in that field see if I my cursor change from the arrow to the I basically and I can click in the field I've click there and now my cursor is blinking now I could type mistake with Jack this is a listing agreement exclusive right to sell for Jack Jackson I want to give this form a particular name I could also easily just print the blank form maybe this is the shortest webinar that you will attend this year if all you wanted to know is how you can go online access and print a blank form there's the step print the blank forms and we'll do that here but it's deal this just to make sure it doesn't go away if that's all you want to do print blank form there is an interim step what ends up happening when you click on print blank form incident forms turns that online fillable form into a basically an offline static PDF document it is no longer fillable I can print the form the top left side of that that right-hand column I can print the PDF this will print it to paper and print that the paper I can even save a copy offline if you want a a PDF backup that you can access and your desktop laptop computers you can certainly save one there so you print it and hand fill it in those instances so take those take the appropriate steps if all you want to do is have offline copies top right corner there i'm clicking on cancel the top right corner is cancelling out going back to that forms library I thought that might happen so I'm going to choose that exclusive right I'm going to add that Jack Jackson back here's what we really want to do is look at and learn how to complete this form right we want to fill fields online i'm going to click your on create new form still on the right hand side of the screen create new form now we're opening the form in what we call forms editor this is instinet forms forms editor again same form that you've worked on a thousand times before language is the same fillable fields are the same checkboxes are the same it's just the tool to fill them out is different forms editor loading this form so that we can complete it online we can fill out the fillable fields because if your handwriting is anywhere as bad as mine you're better off typing it then you are filling it out by hand so this is what we can do we can type in that form information and I'm going to stick with forms and try to reiterate that Forbes fillable fillable forms because that's what incident forms allows you to do fill out those forms online top left-hand corner this form anyway listing number and as you can see as I hover my mouse I'm just hovering again I'm a hover you hover your mouse it will tell you the name of the field and the maximum number of characters that you can type so you gotta have it clicked haven't done anything if my mouse is just resting there when I do click I click that left mouse button it kind of activates that fueled my cursor is there now it is blinking so i can type in i believe that these are one two three and ABC's most feels that you will come across in your incident forms program allow multiple different types of characters both letters and numbers alphanumeric going down do you like keyboard shortcuts i'm going to show you one right now see the cursors their top right corner listing numbers blinking their abc's one two threes when i hit the tab key on my keyboard and hit tab on my keyboard it takes me to the next syllable filled with in the forms editor see you now Blake you there by that date field and actually went to the calendar first but them thought it was easier to see the the date I just want to bring out that you can choose you can certainly click to select the fields and so forth this is a calendar so you can click on the calendar the date pickers by click there it will launch that calendar picker I can pick the day particularly from the dates I'm not going to do that though cuz i also want to show you that you can type and again abc's AC bees and 23 ones let me get this Lex like I'm going to go with it you can type those in to be determines not applicable so you can put in the appropriate detail into these form fields the tab key is just a nice way I like to keep my hands on the keyboard and go through those those fields I would be 11 but as I continue to hit tab you can see I can continue to move through the form fields now certainly can I click on them absolutely I could use the mouse I can click I just find it me personally faster when i type if i can type type or paste there are no restrictions from copying and pasting and i click and hold to highlight this information and i'm going to right click so do you want to show you a few features within this right-click menu obviously i can copy but if you're always if you're ever curious you can check your spelling of the words by highlighting them you can right-click and check spelling with informs editor i'm going to use the copy feature because i want to show you anything i can copy and whether it's from this screen or another website wherever you can copy something to your computer clipboard so to speak you can paste into your form fields there are no restrictions from pasting into any of your available form fields those fillable fields can be both typed as well as paste it so reduce the amount of redundant data entry is what I'm i guess what i'm going for if you can copy it you can paste it into your forms and contracts we're still there just keep going a little bit use the tab key to go the next not really sure what they detailed supposed to be well it's probably a state because that's property address located maybe i should stick with what we say this was a one two three main street that's fine and what town we are and i'll throw a little austin at ya think we're in syracuse so we'll say Austin New York and something like that this is me filling it out if it was for real so that was the address listing again let's see now this field is numbers only so I have to put in a numeric value and we'll just go with 250 tab to the next field I'm on the calendar there so I can certainly click the calendar last keyboard shortcut promise won't overwhelm you too many keyboard shortcuts but the spacebar the spacebar is always a good one I guess that just works in the check boxes but pick the date we'll just grab one it's a pocket listing again some some features fixed and doing some repairs before they're ready to it's a list so scrolling down protection periods let's just say it's 90 days maybe that was 90 there something like that add the appropriate content add all of the required and optional fields as I see as I continue to go through these are checkboxes see the however their frames it I can click on it to select it this what I meant to show this is the last keyboard shortcut because I could go to tab and you can say can use a spacebar to add that checkbox add or remove it so last one promise but sometimes keyboard shortcuts are fun so go through complete all the required and optional fields as we do I'm a proponent of saving so I'm going to say save your changes I just slid my mouse up to the top left corner that will save this get there save the changes that you make your online forms save those changes this copy will be saved into our forms library will be able to access this for revised the form work with this create copies of it so if you are feeling industrious and you just want to go through and create templates if you will just going through and adding your listing agreements in my opinion or probably 75 to 80 percent the same every time obviously the property address is going to change and the the owner's name will change that type of specific information will change but those protection periods are probably the same most often construction probably most often you know if you're going to be working a lot in 78 or on or before there are elements Commission's that you generally ask for there are these features that you can feel confident and adding in to your online forms as its kind of template it I'm going to show you how you can create copies of these forms as well so continuing to scroll through just probably just finish this out like this it you could confidently put that in and maybe it's changing a little bit these days but certainly opportunity to pre-fill some of this information you know maybe you give it out giving away half of that and so forth tell me that was this one maybe the other one was that sub agent and we only want them to get if you're just going to be sub-agent then you get one realtor here in Austin Texas this way we do it if you're a broker if you're representing buyer soul you get three typically if you're sub-agent ones likely that libel yeah so forth so there's features of your comp your listings of your buyer agencies that are very standard I think all right finishing up go through complete all of the required and optional fields within your forms and contracts going down here those are not fillable fields name fields are sellers name right now it's jack jackson and so forth there's additional owners broker so ABC Realty I think that's so forth we've completed we are saving our changes to this form working continuing to work at that top left corner and click on file because here where I can now work with this form now I want it delivered I've filled it out now what do I want to do with it do I want to print it print this the paper now I have that option this will print this form to paper now it's complete printed paper you're going to meet with that client sit down at the kitchen table and go through your listing presentation and hopefully at the end they're going to sign that they're going to sign that listening to ink signatures on paper pages maybe you've already discussed all of that maybe that you've worked with this client before maybe you've already had conversations and and now you're just looking for signatures and initials on documents you can send your forms outbound via email again this is an incident forms only account we do offer a lot of other services document management faxing digital signatures task management so we offer a full range of document management and real estate services forms are kind of that starting point got to have the forms and then what do you want to do with your forms do you want to fax them do you want to email them do you want to use authentic I to digitally sign them so really decide how you're delivering your forms and what method that you're delivering your forms to clients and cooperating agents for these signatures and initials because form the great online fill them out but they're not really all that meaningful until they're signed and when they're signed and executed that's when they really take precedence so how are you getting them Side ink signatures on paper pages you could print these out if you're meeting with them you can also send them out via email so let me go send via email we want to talk about this at this option delivering right from forms edit mode right from your online account you are instructing instinet forms to email this online form to your recipient we're going to identify them right here we buy the fault it sends out mad as a PDF attachment just like it says PDF attachment to this outbound email message you can also send the form as a link there is a benefit of s nding it as a link that recipient is actually accessing your online form accessing your forms library your online form when you send it out bad as a link because when they click on the link it launches instant it forms on their computer the nice thing about that is it offers feedback loop it offers the notification that your recipient has clicked to open and access that form by default that form is read-only they can review the form they could print it they could take appropriate steps of that but it is a read-only no no access to fillable fields unless you give them that additional permission if you this was a more of a collaboration with the seller you can send them a listing agreement as a link and allow them to make changes they basically offering them access to the fillable fields sending the form online access ability to fill the fillable fields on the form so if you want to collaborate with inclusions and exclusions and and list price I know that's always a tough one but you can give them fillable access if you choose to if it's the most crazy thing you've ever heard certainly don't have to and by default it will send it out bound as a PDF attachment so decide if it's a value it's not beside how you want deliver again we are we have completed this form we've saved our changes to the form we are now going to email it from instinet forms to our recipient jack jackson at their email address we can add a carbon copy you want to carbon copy ourselves or our broker or our co-lister or on broker whomever we want to add in we can include carbon copies and blind copies and the message this is a message contents of your email message please review something like that i'm going to send the email instinet forms is going to email your emailing from your online account when i click send email its net forms you use this email to be sent it is real time so basically when i click ok the email sent and I get it notification I get a system generated email notification that that that email to Jack was always successfully set so that is the opportunity to deliver these forms directly from forms editor once you complete all the required and optional fields you can save them obviously and then either like we pointed out file print or send via email deliver them outbound let's just go through a few more features of this these drop-down menus formatting as a nice feature format font I'm going to choose that option there font just to show that you can change the font style color and size for your entire document that's selected here at the top left hand side of this little pop-up as well as for existing just individual form fields you can just change the font on an individual field so if you want to emphasize some statements or make sure that there's being called out by adding different colors or sizes or type of font you certainly can't change it for individual fields or for entire documents that's format and fall view you can zoom in or zoom out you can jump to particular pages within within the former contract transaction you can as you move through if you ever want to work with transaction files you can start a new transaction from the individual forum or even add this form to an existing transaction so if you do take that natural progression from working with individual forms to maybe starting and working with transaction files the forms you've generated here can be added to transaction insert clauses there is an opportunity to generate clauses both for your for your own account let me click on clauses I believe that the Association here has generated some as well hopefully point out here at the end how you can create your own clauses under the Settings tab so if you have standard language that will standard provisions that you'd like to add to your forms and contracts you can generate them as clauses and then insert or paste those clauses into your forms and contracts so you can create them personally top left side of this pop-up personal clauses the ones that I've generated maybe even the office if you have a broker who is involved maybe they may have created some content for you to access through those clauses but also system causes so if you're in a situation where your state or Association has standard language you may be able to access those clauses from system clauses none here other than personal there's that make ready clause when you click on the clause name you can see the claws contents this example I'll just click and hold to highlight it and right click the copy just to show how we can paste these causes there are no restrictions from pacing and close that Clause pop-up window see if we can find a field that might allow that that much the only thing going to be straight restricted from now some clauses of things just the fields where you want to paste them the field will not restrict you from pasting other than potential size restrictions how much how many characters and how much how many fields are available so this probably isn't the best form example so let's just choose another one let's do something here let's say I go to file and new because I can access my forms library from here clicking on new I'm going to open in another form a new form from the forms library because in most instances there you are going to be working with multiple forms you have the listing agreement but maybe also need a seller's disclosure and listing or agency relationships disclosure there's always additional forms let me just put relationship see if that brings up any forms you know there's there's multiple disclosures and other features relationship not in here just by the sellers like if i type disclosure i think we'll get 75 return so sometimes here less is more I seller and that may yield something for us as well here there's 11 let's see we can find that sellers disclosures or something like that disclosure for buyer and seller sounds fine let's select that one and I'm open the selected form I'm accessing another form this form that I'm working on it's saved and i'll show you how we can access it i'ma show you get access both of these forms merge them together and and deliver them as one have more of a form packet be able to work in that instance as well so but just nice easy way to go from one form to the next again how do we just do that again top left hand corner file we went to New so we selected a new form from our forms library if we've selected open this will give us access to the saved versions that we've created so if I click on open I'd be able to find that Jack Jackson exclusive right to sell form so opportunity there to both access saved copies as well as new versions of those forms but still informs editor just going to scroll down here see if there's any fillable fields look at look at that so go through we would complete all of these required and optional fields for this agency agreement so we know maybe put in the printed name of licensees xterra cues and interest of ABC Realty and I am selling seller's agent and I'm not the dual agent I have to give them that informed consent dual agency for pointing anybody again if you just want to put the not applicable not applicable things like that complete your forms and contracts all the fillable fields save the changes that you make print it to paper take the appropriate step at this point I'm going to exit from the form editor when exit from formatted I think we've looked at forms edit mode if you have questions about forms editor please do type them into that chat section within the go to training sidebar if that sidebar has collapsed against the right-hand side of your screen you should see in the top right-hand corner of your screen a red block with a white arrow make sure it is an arrow clicking on that arrow will expand the go through training side bar where you'll find that chat section to type questions they will be answered promptly through this demonstration so for now we're going to exit from form editor we're going to go back to our forms library we've completed a couple forms we now want to look at delivering those forms outbound to our client so where do they go you just created these forms now where are they there they are with that for so the second one let's find the second one first Joe's 100 Cortland here I can click on the folder name two times to expand that folder the plus sign one time I click on that one time it will expand if I click on the folder name two times it will expand there's that plus sign again there's the plus sign that means I have copies or versions of that form so there it is that's the one we just created that agency disclosure for buyer and seller what we might want to do now is rename it so that we can identify it as the one we for Jack when I click on it I just want to select that form emphasizing that this is the saved copy with all of the details that we just added to it when I selected that saved copy the right hand side of my screen changed again an additional i would like to menu to edit form what i want to point out this copy form just to kind of tie did that blow up a little bit to say if you just create standard copies of your basically template your forms go through and just add your name your office name your standard clauses and listing agreements and protection periods if you just go through and kind of create that skeleton for your listing agreements or fire agency agreements or things like that you can create copies to just reduce the amount of time energy and effort when when starting new forms for new clients so the copy feature is a really nice one to just have all the detail that you've added to that version copy it into a new ones you can also rename the forms that's what we're going to choose from here quickly rename the form click on the go aero cause i just want to add jack jackson to that i'm just going to swoop out cortland county and just add jack jackson and rename that form will see that that was reflected i did that so that i could do I could do this in the search field top left-hand side of the screen in the search field I'm a search for Jack and search so that i can find the additional form that i created as well so if your name e this is naming becomes helpful two forms are found yes because i created two forms one listing agreement so it's green now remember just highlight it select it blue scrolling down the second one green press and hold the control key that's the key here to select multiple forms that we've generated that's the other two very important features of what we're looking at right now pressing and holding the control key ctrl key pressing and holding the control key down while selecting that additional form so now I have that one selected and the first one selected they're both blue the disclosure is blue and the right to sell is blue so they're both selected and they're both saved copies that's the other important step I cannot select the blank version I have to have a virgin create a saved copy to be able to select it too now I would like to menu top left-hand side of the screen I would like to create new form no no no but that dropped them and you I would like to print selected forms to PDF or email selected forms so if you want to send multiple out simultaneously create and save the versions select them let's print it to PDF we saw the steps to email let's print to PDF so we're generating form packet we're clicking on the go arrow so we're going to merge these two forms or three forms or four forms however many forms you're working with we're going to merge them together in the order that they are selected one through five pages that i can now print the paper save offline to my desktop to be able to email it out and submit right now it's offline is a is a merged form packet it is not part of my internet forms library it's a separate merge form packing and see the type here right click and save target to download it you can also click here on this will save the sketch say have a copy to your computer to then attached to an outbound email message or something of that sort I think at this point most folks are going to print it get it printed out you're going to get that packet prepared with a listing presentation your meet with that client deliver the presentation and look for signatures and initials at that point if what you do with the paper I would encourage you to look into our dock box solution would even encourage you to look into our authentic sign digital signatures may be easier than you think so this session focusing on incident forms and the forms individual forum library I think we have completed that pretty well we are right at that 40 45 minute mark from here i am going to go back to the home tab top center of the screen i'm going back to the home tab kind of resent ourselves here a little bit we're working in incident forms again just to point out where were we just that instead that forms link just there lower left of the home tab internet forms access forms library print blank we looked at how to once you select it you can print the blank form you can create the new of access forms edit mode and create the new version of that online form as we wind out I want to click over here on the settings tab clicking on settings this is where you can create those clauses if you choose to if you want to create that language to paste into your forms and contracts under the settings tab clauses just create one here real quick clicking on continue we have just a couple more minutes you'll see the the clauses that you have at it there's that phrase again I would like to in this case add new claws clicking on the go aero that think of a clause title and contents maybe we'll do that dreaded buyers release cause and it's the language used when a fire would like to lease a the property prior to closing and funding something like that you give your cause of title you give your cause contents bottom right corner you save your claws this clause is now available to you through forms editor insert clauses you can access that language you can paste that language into your forms and contracts be consistent reduce the amount of time energy and effort to type that clause each and every time by pasting it into those form fields reduce it even more by just creating a form template and creating copies to start start contracts for new clients and properties with that said would it be very mindful of your time very appreciative of the opportunity to present I am going to click back on the Home tab Andrey raised this audio message if you do have questions please do type them into that go to training chat section will point out some websites and contacts in the youtube.com forward slash instinet webinars if you just want a little one to five minute how do you eyes how do i send that email how did I how did I print that like form youtube.com forward slash internet webinars for those little one to five minute how do is to help you have kind of remember those those little steps throughout forms library a focus on the internet forms playlist and to catch those sessions if you prefer the longer full-length full overviews 30 to 75 minutes in length transaction desk com4 / webinars will take you to our schedule of live sessions as well as our library of recorded sessions we do have a lot of recorded content 30 minute for quick start groups or templates or things like that you can get maybe a 30 minute session on the Settings tab if you were curious of some of the opportunities there full-length webinars at transaction desk calm 30 to 45 minutes youtube one one minute it's a five minute how do I bids if you have general questions comments general observations webinars at instinet solutions com we will answer those promptly and appropriately to the questions let us know how we can best assist you in implementing incident forms into your business practice if you would like a webinar for your business say your real estate team or your real estate office they're free we can schedule them to the time that you have in the content that you would like to cover they're much more interactive so we can discuss how to get the highest and best use out of your internet forms account so with that said thank you again for your time energy and effort to atte d this webinar session I do hope it was a benefit to you and until we webinar again I hope that you have a tremendous tremendous day