How To Send eSignature Document

How to send e signature document

when using the new DocuSign experience sending a real estate contract or addendum is quicker and easier than ever to send out a document to a seller or a buyer click on the new button from the home screen and select send a document alternatively click on the documents tab select new and then send a document you can upload a file from your computer or if you use one of the cloud storage providers you can select one of the options provided rive once you've uploaded the document the next step is to add the recipients such as the buyer or seller that need to either sign the document or receive a copy of the document enter the recipients name and email and if there are multiple buyers or seller's click Add recipient and continue the process until all recipients have been added make sure to set the specific recipient role the most commonly used options are need to sign if the recipient has any action on the document receives a copy if they just need to receive a read-only file needs to view if the recipient needs to open the document before routes to the next recipient and specify recipients this is where our recipient can fill in the name and email address of an individual who is either at the same position or later in the document signing order if you have worked with the recipient before you could also select add from the contacts and select a person from your address book you can also designate a route in order the recipients can either receive the document simultaneously or sequentially to set a sequential signing order click on the set signing order checkbox above the first recipient the number that appears shows the order in which each recipient will receive the document next it is time to enter in a subject and email message into the envelope settings the subject is required and it is what all recipients will receive in their inbox a best practice is to include the property address and or the document name into the subject line the message is optional but it's a great way to deliver a general message to all recipients the Advanced Options are a great way to set up automatic reminders and set an expiration date for those time-sensitive contracts finally after hitting next this is where you'll show the recipients where to sign drag-and-drop the fields directly onto the document to guide the recipients through the pages if you have multiple recipients such as multiple buyers make sure to drag a field for each recipient you can switch rich recipient you are placing a field on the document for by selecting the drop down at the top of the document each recipient is color-coded making it easy to tell who has to sign which field to edit the field click directly onto it and on the right hand side the properties will appear once all of...