Help Me With Sign South Carolina Advertising Agreement Template

Document type sign advertising agreement template south carolina simple

hey guys this is leah with scott lavoie marketing coming in with another docusign tip for you uh today we'll be going over how to add your client in with a trust name or maybe an llc name so sometimes you might have a client that wants to sign with their legal name however you know the proper needs property needs to be under the llc name or the trust name okay so you might need to switch up how they are signing of the form versus you know how their name displays in the text box in the actual form all right so this will be helpful if you need your client to sign with a different name than they are entered into a docusign with so first thing we're going to do is go to realestate.docusign.com to log in and something to note to make sure you're not going to docusign.com directly we do want to go to realestate.docusign.com to access the room side of docusign let's go ahead and click on our our docusign room and of course guys feel free to pause the video if you need to go ahead and log in to docusign of course you can pause the video anytime to follow along and once you click on your docusign room that will take you to the details section of your room directly okay on the right hand side you'll notice your clients names going down the role that they have and then their contact info so if i start scrolling down i see sellers first i'm practicing on a buyer opportunity or a buyer room right now so if i scroll on down i will see my client's name and email and phone number all pull over from command so you do want to make sure you're starting your transactions in command of course by creating the contact record then creating the opportunity which will then allow you to create your docusign room and if you're not if you don't feel completely versed on how to start a transaction in command i will put a short little overview in the description of this youtube video if you want to check that out all right but in theory if you did create that in command your contact's name and email and phone number would display here buyer one maybe buyer two if that applies okay and so this name right here this is how their name will display in a text box right so um if it's a listing agreement for example that would be their name on the very top of the form okay showing who's entering into the agreement so if you want your client to you know if that's going under their personal name or you might want to go ahead and change that to their llc name or their trust name if you want that trust name or the llc name to be in the text box in the actual form that's what we'll want to put here okay and of course you can click edit up here on the top right if you want to edit that information at all so once you have this information correct okay again this is the name that will fill into the text box auto fill into your text box so the next steps i'll be showing you how to alter their signing name so if their signing name is different than the name here let's take a look at how we would do that so first of all let's go ahead and go into documents okay so the documents section of your docusign room and you can go ahead and pull in a form into your docusign room so if it's not already in there i'll go ahead and click add on the top right just to do a quick overview on how to add forms to your docusign room so i can grab one i'll click on docusign forms from that drop-down okay the docusign forms are all interactive forms in your account so all the films that are fillable you can just click and start typing the next few steps might look a little different depending on which state you're in which region and so forth so bear with me here if you get a pop-up right before this one that says something like um it wants you to put in your nerd's id to verify your association um with nar if you're taken to that step not all associations do require that off the top of my head i know pennsylvania south carolina does florida parts of florida does at least um you know so you can look for your association that list uh you can always click the little blue link on the bottom that says skip this step right now to see if the if you need that step to access your forms okay and you can always go back and add that in a later time in your docusign account preferences however once you click to skip that step right or maybe you don't even see that pop up if you skip that before it'll take you right to your docusign form so we can add that from our library or from our form groups here so depending on which option you have in the top drop down that'll be different in the second drop down so for my libraries i have my forums for my board and my mls and then if i change that to docusign forms group though so if i change the first drop down it will then give me different options in the second drop down and these groups are created by your office staff so of course these won't be the same as mine alright so i'll go ahead and select the form group that would apply to me and i usually like searching by the group it makes it easier to find but that's a preference thing okay let's say for this one i'm going to bring in a buyer agency so i'll go ahead and search for the form that i want simply click the check mark to the left of the form and then click to add it and of course feel free to pause the video if you're still working on adding in the form of course that's you know more a lengthier process sometimes depending if you're on the hunt for it and now that it's in my docusign room i can go ahead and open that up to start editing it right away so i'll simply click on it to open that up and the main thing that i want to show you on this form is how it auto fills the client's names in so you'll see on the top of the form these two names are autofilling from the details section of my docusign room so if you would rather that be the trust name or the llc name whatever the case may be you can go ahead and change that in the details section of your room if you change it here it actually changes it back in the details section of the room which is pretty cool works back and forth so let's say i want to do like sample trust for example and ron swanson sure will keep ron swanson because he he is awesome all right so i'll go ahead and change that here just to show you guys the difference and then we'll click click save and close on the top so of course in this example you would want to go through the entire form and fill that all in okay i'm just focusing on the names in this one so that's why i'm going to show only that one all right but of course we would go through fill out the entire form first and just because it's a big question i get don't worry about the fact that you're not seeing the initial boxes or signature boxes yet we add those in in a minute so right now we would go through and fill out the entire form and click to save and close it in the top right very important step after filling out the form make sure you click save and close on the top right now what you have to do in this step and again i don't mean to be a broken record feel free to pause if that wasn't enough time to sell out a form because i know it wasn't if at this point in our imaginary example here we went ahead and filled out the entire form and now we're ready to send it to our clients to be able to electronically sign that so we do need to add it to an envelope in order for them to be able to electronically sign all right so an envelope so we'll see that on our that we'll see that word on our toolbar here in our docusign room so let's click on that go ahead and click on envelopes okay and what an envelope is channel snail mail here like you grab an envelope i need to put my forms in it and so i can send it in the mail for my clients to sign it so in the envelope section we'll go ahead and click new there's a couple different ways you can create an envelope so whichever way you feel comfortable is totally fine if you have a different method in this case i'm in envelopes so anytime i want to send forms out i'll go ahead and click on envelopes and click new on the top right and that will take me into the envelope details just like regular snail mail all right first thing i need to do is go ahead and add a form into the envelope so i'll go ahead and pick that from my room docs so i'll click on room docs and here they are so go ahead and grab that exclusive buyer agency that i was just working on and click to add selected and you can add multiple forms to an envelope send multiple at once okay just like snail mail what will we do next we would address the envelope to our recipients so in the recipients section here we'll go ahead and click add recipients and select pre-tagged rules okay this pre-tagged roles will only show up for interactive forms so if you're working on a pdf you can pick room participants but i'll select pre-tagged roles here and for buyer one here i want to go ahead and put in my sample trust so i'm adding in that name and clicking add all right so currently this is how the name will display on the top of the form is also how the system will prompt the client to sign so let's say you want to say sample trust on the top text field right on the on the top of your form however you want the client to be able to sign by their with their actual name their legal name so i can go ahead and change that here to whatever i want them to sign with okay this is where the system pulls what the name that it will have them sign in right so we're changing this to whatever they want to sign with you can always add a message on the bottom but that is not required and i'll click next on the top right i'm gonna go back so i can change it to my email so i can show you guys what it looks like when it actually comes through to the client okay so again the main takeaway from the envelope section here is that we change this field to whatever name you want the client to sign with so whether it be the llc name or their legal name whatever it is you want them to sign with change that here okay and we'll click next on the top right okay so here you'll see that the sample trust name is at the top right so at the top of the form i wanted the trust name to display however when the client goes to sign it i can already tell that it's going to sign with her her personal name her legal name because you'll see uh that field right here on the top left you'll notice the actual signing name that's what i'll prompt him to sign with all right so docusign does automatically add the initial boxes and the signature fields as long as it's an interactive form meaning a form we could just type in right so now all i need to do here is click send all right for interactive forms there's not a whole lot you have to do in the envelope i usually you know check over the recipient preview to make sure that everything is set up correctly and then i can click send all right so i'm going to go over to the client's email so i am acting like the client now and i'm going to come over to my email inbox to now show you guys that it will um have the client signed with the legal name that we put in instead of the trust name so right here i mean you can see how fast that flew in here it's this is what shows off default if you don't add any messages or title it sent it for review so you can go ahead and click review document this is what the message says view document this will be good to see what a client sees anyway so i'll go ahead and click continue click start and when the client goes to sign for the first time it will prompt them to you know fix their signature if needed so if i go ahead and click to initial here i see that it automatically fills in the name that i indicated um you know in the envelope so automatically fills that in but they do have the option to change it here so if for whatever reason if you forgot this step you know it shows their llc name they can change it their own on their own when they're actually signing it will verify it before they click adopt an initial so i'll click adopt an initial and now it will automatically fill in the correct initials all the way down okay and once they click to finish that that will come back to your docusign room and it will show signed it will have a signed icon all right guys if you have any questions on that please do not hesitate to reach out to me at support scott leroymarketing.com you can put attention my name which is leah l-e-a-h i'd be more than happy to help you i hope you have a great day and i hope this helped