Digisign Xml Hecho Fácil

Elimine el papeleo y optimice la gestión de documentos para un rendimiento superior y oportunidades ilimitadas. Explore una mejor estrategia para hacer negocios con airSlate SignNow.

Solución de firma electrónica galardonada

Enviar mi documento para firma

Haz que tu documento sea firmado electrónicamente por varios destinatarios.
Enviar mi documento para firmar

Firmar mi propio documento

Agrega tu firma electrónica
a un documento en pocos clics.
Firmar mi propio documento

Haz más en línea con una plataforma de firma electrónica confiable a nivel mundial

Experiencia de firma sobresaliente

Puedes hacer que los flujos de trabajo de firma electrónica sean fáciles de usar, rápidos y productivos para tus clientes y empleados. Obtén tus documentos firmados en minutos

Informes y análisis confiables

El acceso en tiempo real junto con notificaciones inmediatas significa que nunca perderás nada. Visualiza estadísticas y el progreso de los documentos a través de informes detallados y paneles.

Firma electrónica móvil en persona y a distancia

airSlate SignNow te permite firmar en cualquier sistema desde cualquier lugar, ya sea trabajando remotamente desde tu casa o en persona en la oficina. Cada experiencia de firma es versátil y personalizable.

Políticas y conformidad de la industria

Tus firmas electrónicas son legalmente vinculantes. airSlate SignNow garantiza la máxima conformidad con las leyes de firma electrónica de EE. UU. y la UE y mantiene reglas específicas de la industria.

digisign xml, más rápido que nunca

airSlate SignNow ofrece una función digisign xml que ayuda a mejorar los flujos de trabajo de documentos, obtener acuerdos firmados rápidamente y trabajar sin problemas con archivos PDF.

Extensiones de firma electrónica útiles

Aprovecha las extensiones fáciles de instalar de airSlate SignNow para Google Docs, navegador Chrome, Gmail y más. Accede a las capacidades de firma electrónica legalmente vinculantes de airSlate SignNow con un clic.

Vea las firmas electrónicas de airSlate SignNow en acción

Cree flujos de trabajo de firma electrónica seguros e intuitivos en cualquier dispositivo, rastree el estado de los documentos directamente en su cuenta y cree formularios rellenables en línea, todo en una sola solución.

Prueba airSlate SignNow con un documento de muestra

Completa un documento de muestra en línea. Experimenta la interfaz intuitiva de airSlate SignNow y sus herramientas fáciles de usar en acción. Abre un documento de muestra para agregar una firma, fecha, texto, subir archivos adjuntos y probar otras funciones útiles.

muestra
Casillas de verificación y botones de opción
muestra
Solicitar un archivo adjunto
muestra
Configurar la validación de datos

Soluciones de airSlate SignNow para una mayor eficiencia

Mantén los contratos protegidos
Mejora la seguridad de tus documentos y mantén los contratos a salvo de accesos no autorizados con opciones de autenticación de dos factores. Pide a tus destinatarios que demuestren su identidad antes de abrir un contrato para digisign xml.
Mantente móvil mientras firmas electrónicamente
Instala la aplicación de airSlate SignNow en tu dispositivo iOS o Android y cierra acuerdos desde cualquier lugar, 24/7. Trabaja con formularios y contratos incluso sin conexión y digisign xml más tarde cuando se restablezca tu conexión a internet.
Integra firmas electrónicas en tus aplicaciones empresariales
Incorpora airSlate SignNow en tus aplicaciones empresariales para digisign xml rápidamente sin cambiar entre ventanas y pestañas. Aprovecha las integraciones de airSlate SignNow para ahorrar tiempo y esfuerzo al firmar formularios electrónicamente en solo unos clics.
Genera formularios rellenables con campos inteligentes
Actualiza cualquier documento con campos rellenables, hazlos obligatorios u opcionales, o añade condiciones para que aparezcan. Asegúrate de que los firmantes completen tu formulario correctamente asignando roles a los campos.
Cierra acuerdos y recibe pagos rápidamente
Recoge documentos de clientes y socios en minutos en lugar de semanas. Pide a tus firmantes que digisign xml e incluye un campo de solicitud de pago en tu muestra para cobrar automáticamente durante la firma del contrato.
Recoger firmas
24x
más rápido
Reduce los costos en
$30
por documento
Guardar hasta
40h
por empleado / mes

Las reseñas de nuestros usuarios hablan por sí mismas

illustrations persone
Kodi-Marie Evans
Director de Operaciones de NetSuite en Xerox
airSlate SignNow nos brinda la flexibilidad necesaria para obtener las firmas correctas en los documentos correctos, en los formatos correctos, según nuestra integración con NetSuite.
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illustrations persone
Samantha Jo
Socio de cliente Enterprise en Yelp
airSlate SignNow ha hecho mi vida más fácil. ¡Ha sido fundamental tener la capacidad de firmar contratos en cualquier lugar! Ahora es menos estresante hacer las cosas de manera eficiente y rápida.
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illustrations persone
Megan Bond
Gestión de marketing digital en Electrolux
Este software ha aumentado el valor de nuestro negocio. Me he librado de las tareas repetitivas. Soy capaz de crear formularios web nativos para móviles. Ahora puedo hacer contratos de pago fácilmente a través de un canal justo y su gestión es muy sencilla.
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Por qué elegir airSlate SignNow

  • Prueba gratuita de 7 días. Elige el plan que necesitas y pruébalo sin riesgos.
  • Precios honestos para planes completos. airSlate SignNow ofrece planes de suscripción sin cargos adicionales ni tarifas ocultas al renovar.
  • Seguridad de nivel empresarial. airSlate SignNow te ayuda a cumplir con los estándares de seguridad globales.
illustrations signature

Tu guía paso a paso — digisign xml

Accede a consejos útiles y pasos rápidos que cubren una variedad de las funciones más populares de airSlate SignNow.

Con la firma electrónica de airSlate SignNow, cualquier empresa puede acelerar los flujos de firma y firmar electrónicamente en tiempo real, brindando una experiencia mejorada a clientes y empleados. Usa digsignNow xml en unos pocos pasos sencillos. Nuestras aplicaciones móviles permiten trabajar en movimiento, incluso sin conexión! Firma electrónicamente documentos desde cualquier lugar del mundo y realiza transacciones en menos tiempo.

Sigue la guía paso a paso para usar digsignNow xml:

  1. Inicia sesión en tu cuenta de airSlate SignNow.
  2. Ubica tu documento en tus carpetas o sube uno nuevo.
  3. Accede al registro y edita el contenido usando la lista de Herramientas.
  4. Agrega casillas rellenables, añade contenido textual y firma.
  5. Añade varios firmantes por correos electrónicos y configura el orden de firma.
  6. Especifica qué destinatarios recibirán una versión ejecutada.
  7. Usa Opciones avanzadas para limitar el acceso al documento y establecer una fecha de vencimiento.
  8. Presiona Guardar y cerrar cuando termines.

Además, hay herramientas más avanzadas disponibles para digsignNow xml. Agrega usuarios a tu espacio de trabajo colaborativo, navega por equipos y realiza un seguimiento de la cooperación. Millones de usuarios en EE. UU. y Europa reconocen que un sistema que integra todo en un solo lugar digital unificado, es lo que las empresas necesitan para mantener los flujos de trabajo funcionando eficientemente. La API REST de airSlate SignNow te permite integrar firmas electrónicas en tu app, sitio web, CRM o nube. Prueba airSlate SignNow y obtén flujos de firma electrónica más rápidos, suaves y en general más eficientes!

Cómo funciona

Abre y edita tus documentos en línea
Sube un documento
Accede a la nube desde cualquier dispositivo y sube un archivo

Funciones de airSlate SignNow que los usuarios adoran

Acelera tus procesos en papel con una solución de firma electrónica fácil de usar.

Edita PDF
en línea
Genera plantillas de tus documentos más utilizados para firmar y completar.
Crea un enlace de firma
Comparte un documento mediante un enlace sin necesidad de añadir correos electrónicos de destinatarios.
Asigna roles a los firmantes
Organiza flujos de firma complejos añadiendo varios firmantes y asignando roles.
Crea una plantilla de documento
Crea equipos para colaborar en documentos y plantillas en tiempo real.
Agrega campos de firma
Obtén firmas precisas exactamente donde las necesitas usando campos de firma.
Archiva documentos en lote
Ahorra tiempo archivando varios documentos a la vez.

Vea resultados excepcionales digisign xml hecho fácil

Obtenga firmas en cualquier documento, gestione los contratos de forma centralizada y colabore con clientes, empleados y socios de manera más eficiente.

How to Sign a PDF Online How to Sign a PDF Online

Cómo rellenar y firmar electrónicamente un documento en línea

Prueba la forma más rápida de digisign xml. Evita flujos de trabajo en papel y gestiona documentos directamente desde airSlate SignNow. Completa y comparte tus formularios desde la oficina o trabaja sin problemas en movimiento. No se requiere instalación ni software adicional. Todas las funciones están disponibles en línea, solo ingresa a signnow.com y crea tu propio flujo de firma electrónica.

Guía rápida para digisign xml en minutos

  1. Crea una cuenta en airSlate SignNow (si aún no te has registrado) o inicia sesión con Google o Facebook.
  2. Haz clic en Subir y selecciona uno de tus documentos.
  3. Usa la herramienta Mi firma para crear tu firma única.
  4. Convierte el documento en un PDF dinámico con campos rellenables.
  5. Completa tu nuevo formulario y haz clic en Hecho.

Una vez terminado, envía una invitación para firmar a varios destinatarios. Obtén un contrato ejecutable en minutos usando cualquier dispositivo. Explora más funciones para crear PDFs profesionales; añade campos rellenables digisign xml y colabora en equipos. La solución de firma electrónica ofrece un proceso seguro y funciona de acuerdo con la certificación SOC 2 Tipo II. Asegúrate de que todos tus registros estén protegidos y que nadie pueda modificarlos.

How to Sign a PDF Using Google Chrome How to Sign a PDF Using Google Chrome

Cómo firmar electrónicamente un PDF en Google Chrome

¿Buscas una solución para digisign xml directamente desde Chrome? La extensión de airSlate SignNow para Google Chrome está aquí para ayudarte. Encuentra un documento y, directamente desde tu navegador, ábrelo en el editor. Añade campos rellenables para texto y firma. Firma el PDF y compártelo de forma segura según GDPR, certificación SOC 2 Tipo II y más.

Usando esta breve guía, expande tu flujo de firma electrónica en Google y digisign xml:

  1. Ve a la tienda web de Chrome y busca la extensión de airSlate SignNow.
  2. Haz clic en Agregar a Chrome.
  3. Inicia sesión en tu cuenta o regístrate una nueva.
  4. Sube un documento y haz clic en Abrir en airSlate SignNow.
  5. Modifica el documento.
  6. Firma el PDF usando la herramienta Mi firma.
  7. Haz clic en Hecho para guardar tus cambios.
  8. Invita a otros participantes a firmar haciendo clic en Invitar a firmar y seleccionando sus correos electrónicos/nombres.

Crea una firma que esté integrada en tu flujo de trabajo para digisign xml y obtener PDFs firmados en minutos. Di adiós a las pilas de papeles en tu oficina y comienza a ahorrar tiempo y dinero para tareas más importantes. Elegir la extensión de Google de airSlate SignNow es una opción inteligente y conveniente con muchas ventajas.

How to Sign a PDF in Gmail How to Sign a PDF in Gmail How to Sign a PDF in Gmail

Cómo firmar un adjunto en Gmail

Si eres como la mayoría, estás acostumbrado a descargar los adjuntos que recibes, imprimirlos y luego firmarlos, ¿verdad? Bueno, tenemos buenas noticias para ti. Firmar documentos en tu bandeja de entrada ahora es mucho más fácil. El complemento de airSlate SignNow para Gmail te permite digisign xml sin salir de tu buzón. Haz todo lo que necesitas; añade campos rellenables y envía solicitudes de firma con unos clics.

Cómo digisign xml en Gmail:

  1. Busca airSlate SignNow para Gmail en el Mercado de G Suite y haz clic en Instalar.
  2. Inicia sesión en tu cuenta de airSlate SignNow o crea una nueva.
  3. Abre tu correo con el PDF que necesitas firmar.
  4. Haz clic en Subir para guardar el documento en tu cuenta de airSlate SignNow.
  5. Haz clic en Abrir documento para abrir el editor.
  6. Firma el PDF usando Mi firma.
  7. Envía una solicitud de firma a los otros participantes haciendo clic en Enviar para firmar.
  8. Ingresa su correo y presiona OK.

Como resultado, los otros participantes recibirán notificaciones indicándoles que deben firmar el documento. No es necesario descargar el archivo PDF una y otra vez, simplemente digisign xml con unos clics. Este complemento es adecuado para quienes prefieren trabajar en tareas más valiosas en lugar de perder tiempo en tareas rutinarias. Mejora tu rutina diaria con la aplicación de firma electrónica galardonada.

How to Sign a PDF on a Mobile Device How to Sign a PDF on a Mobile Device How to Sign a PDF on a Mobile Device

Cómo firmar un PDF en movimiento sin aplicación

Para muchos productos, realizar acuerdos en movimiento significa instalar una aplicación en tu teléfono. Nos complace decir que en airSlate SignNow hemos hecho que firmar en movimiento sea más rápido y fácil eliminando la necesidad de una aplicación móvil. Para firmar electrónicamente, abre tu navegador (cualquier navegador móvil) y accede directamente a airSlate SignNow y todas sus potentes herramientas de firma electrónica. Edita documentos, digisign xml y más. No se requiere instalación ni software adicional. Cierra tu acuerdo desde cualquier lugar.

Consulta nuestras instrucciones paso a paso que te enseñan cómo digisign xml.

  1. Abre tu navegador y ve a signnow.com.
  2. Inicia sesión o regístrate una nueva cuenta.
  3. Sube o abre el documento que deseas editar.
  4. Añade campos rellenables para texto, firma y fecha.
  5. Dibuja, escribe o sube tu firma.
  6. Haz clic en Guardar y cerrar.
  7. Haz clic en Invitar a firmar e ingresa el correo electrónico del destinatario si deseas que otros firmen el PDF.

Trabajar en móvil no es diferente a hacerlo en una computadora de escritorio: crea una plantilla reutilizable, digisign xml y gestiona el flujo como normalmente lo harías. En unos pocos clics, obtén un contrato ejecutable que puedes descargar a tu dispositivo y enviar a otros. Sin embargo, si realmente quieres una aplicación, descarga la app de airSlate SignNow. Es segura, rápida y tiene un diseño increíble. Disfruta de flujos de firma electrónica fáciles desde la oficina, en un taxi o en un avión.

How to Sign a PDF on iPhone How to Sign a PDF on iPhone

Cómo firmar un archivo PDF usando un iPad

iOS es un sistema operativo muy popular equipado con herramientas nativas. Permite firmar y editar PDFs usando Preview sin software adicional. Sin embargo, por más que la solución de Apple sea excelente, no ofrece automatización. Mejora las capacidades de tu iPhone aprovechando la app de airSlate SignNow. Utiliza tu iPhone o iPad para digisign xml y más. Introduce automatización de firma electrónica en tu flujo móvil.

Firmar en un iPhone nunca ha sido tan fácil:

  1. Busca la app de airSlate SignNow en la App Store e instálala.
  2. Crea una cuenta nueva o inicia sesión con tu Facebook o Google.
  3. Haz clic en Más y sube el archivo PDF que deseas firmar.
  4. Toca en el documento donde quieres insertar tu firma.
  5. Explora otras funciones: añade campos rellenables o digisign xml.
  6. Usa el botón Guardar para aplicar los cambios.
  7. Comparte tus documentos por correo electrónico o mediante un enlace de firma.

Haz PDFs profesionales directamente desde tu app de airSlate SignNow. Aprovecha al máximo tu tiempo y trabaja desde cualquier lugar; en casa, en la oficina, en un autobús o avión, e incluso en la playa. Gestiona todo el flujo de documentos sin problemas: crea plantillas reutilizables, digisign xml y trabaja en documentos con socios. Transforma tu dispositivo en una potente herramienta de negocios para realizar acuerdos.

How to Sign a PDF on Android How to Sign a PDF on Android

Cómo firmar un archivo PDF usando Android

Para los usuarios de Android que gestionan documentos desde su teléfono, deben instalar software adicional. La Play Market está llena de opciones, por lo que encontrar una buena aplicación no es difícil si tienes tiempo para explorar cientos de apps. Para ahorrar tiempo y evitar frustraciones, sugerimos airSlate SignNow para Android. Almacena y edita documentos, crea roles de firma e incluso digisign xml.

Los 9 pasos sencillos para optimizar tu flujo móvil:

  1. Abre la app.
  2. Inicia sesión con tus cuentas de Facebook o Google o regístrate si aún no lo has hecho.
  3. Haz clic en + para agregar un nuevo documento usando tu cámara, almacenamiento interno o en la nube.
  4. Toca en cualquier parte de tu PDF e inserta tu firma electrónica.
  5. Haz clic en OK para confirmar y firmar.
  6. Prueba más funciones de edición; añade imágenes, digisign xml, crea una plantilla reutilizable, etc.
  7. Haz clic en Guardar para aplicar los cambios una vez termines.
  8. Descarga el PDF o compártelo por correo electrónico.
  9. Utiliza la función Invitar a firmar si deseas establecer y enviar un orden de firma a los destinatarios.

Convierte lo mundano y rutinario en algo fácil y fluido con la app de airSlate SignNow para Android. Firma y envía documentos para firma desde cualquier lugar con conexión a internet. Crea PDFs atractivos y digisign xml con solo unos clics. Monta un proceso de firma electrónica perfecto solo con tu teléfono inteligente y aumenta tu productividad general.

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¡Obtenga firmas legalmente vinculantes ahora!

Preguntas frecuentes

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Lo que dicen los usuarios activos — digisign xml

Accede a las reseñas de airSlate SignNow, los consejos de nuestros clientes y sus historias. Escucha a usuarios reales y lo que dicen sobre las funciones para generar y firmar documentos.

Everything has been great, really easy to incorporate...
5
Liam R

Everything has been great, really easy to incorporate into my business. And the clients who have used your software so far have said it is very easy to complete the necessary signatures.

Leer revisión completa
I couldn't conduct my business without contracts and...
5
Dani P

I couldn't conduct my business without contracts and this makes the hassle of downloading, printing, scanning, and reuploading docs virtually seamless. I don't have to worry about whether or not my clients have printers or scanners and I don't have to pay the ridiculous drop box fees. Sign now is amazing!!

Leer revisión completa
airSlate SignNow
5
Jennifer

My overall experience with this software has been a tremendous help with important documents and even simple task so that I don't have leave the house and waste time and gas to have to go sign the documents in person. I think it is a great software and very convenient.

airSlate SignNow has been a awesome software for electric signatures. This has been a useful tool and has been great and definitely helps time management for important documents. I've used this software for important documents for my college courses for billing documents and even to sign for credit cards or other simple task such as documents for my daughters schooling.

Leer revisión completa

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Digisign xml

um all right cool so we're gonna go ahead and get started so on my screen I have sky slope open and I also have as it forms opens so I'm gonna kind of jump back and forth just because most of you are probably or should be using as it forms to access all of your forms and trying to write out your contracts but then when it comes to the e-signature part of saying excuse me that's when you're going to jump into sky slope and start messing around with did you sign so first things first I just kind of want to jump into digits eyes if it's going to do this icon here on the right side and when you get into digital sign I just going to show you it kind of runs in like a little email system in itself so you have your drafts which is anything that you've started to create as far as signatures to send out but you have not hit Send on you have your sense which I should have said I don't have any in here right now but that would be anything that you have sent that maybe was not signed yet or signed by part of the parties but not everybody so on here I'll show you in a little bit once we get one sent out I'm kind of find you can resend that or edit the envelope if you need to and then we have of course the completed documents so complete it it's going to show you what documents you have sent and have been signed and it'll show you who the recipients are when you send them you can actually click on this to view the document itself now when we go into kind of the actual digisight process you'll have a few options so this will kind of keep track of your completed documents that the actual signed documents themselves will go in one of two places so to either go to one of your active transactions and sky slip if you link it up at the beginning or it'll go over to your working documents which is kind of the place where any document that doesn't necessarily have a home will kind of sit until you create a transaction in sky slope and move everything over to that transaction you have templates in here so you're able to create your own templates this would just be signature templates at an office level we did create some already so you'll probably click into here and you'll see all the ones that I've done in and created and shared with you so if you want to get crazy and creature and you're more than welcome to or you can just use the ones that we've already created for you so first things first I kind of just wanted to walk through creating a digital signature envelope so on each of these screens whether you're in the draft mode or sense or completed there is a green button here on the right that says new envelope and so all you have to do is click that button and then it's going to kind of walk you through setting up your just sign envelope so this is the first step it's always going to ask you know do you want to link to this document this signed document to an active transaction that you already have in sky slope or do you want to hit no property which essentially means you just haven't added anything into sky slope yet for that transaction so a lot of the times you're gonna probably hit no property first and that is only because but if you're working with buyers for example or you're going out on a listing appointment and then they say they want to sign it later you're not gonna have that kind of finalized contract yet so must assign you're gonna put everything in to no property and then we'll kind of add the documents over to your active file once it's built out so for the first example we're just going to jump straight into it and we're going to hit no property and then this is where it's going to ask you for the documents that you want to have signed so that's why I kept my zip form open so up at the top left I'm just going to jump over to my zip form screen and then on here I've already gone in and written out my contracts just as I didn't think you guys would want to sit and watch me do that so I'm gonna go ahead and grab my buyer's agency agreement so I have it all filled out you can switch between if your stream doesn't look like this and zip forms there's a little button on the right so you can switch from grid view to list view whatever is easier I'm just gonna go ahead and take this buyer agency hit this little drop-down arrow and I'm gonna hit download and so then I can click to download this PDF and it's gonna sit right here at the bottom of my screen so I can close this out and then I'm gonna jump back over to digisight and you'll notice my download is still down here at the bottom left corner and I can drag and drop that file into My Documents section and so I have my document here buyers agency and you can do multiple documents if you want to I'm just going to do one so you can kind of see it simple and clear you have your buyers agency agreement and on the right side here this is where you're going to link up and select a template so you'll know that you're matching the correct document this will have the same name on them so buyer agency or whatever you have the document labeled as so let's choose my template I just hit choose template and this little window is gonna pop up most of the time - I was testing this out earlier and for some reason it wasn't going through and filtering it so that's okay we will choose template and we're just going to scroll down until we find the one that we mean most of the time you can just type in up at the top and it will filter through all the different templates for you to choose from - so just bear with me a second now we're jobs so buyer agency agreements so with all these templates you'll notice that there's a one buyer to buyer one seller to seller options so just whatever is closest to what you need just select that so for this one I'm just going to do a buyer's agency agreement one buyer and so I can just hit apply or some weird reason every time you hit apply it bumps that template up to the very top and so you can just double check that it's the correct one because it'll have the red remove button next to the template so once you have your template selected just hit done and you can always go back in and remove the template of course and then we're going to hit next so after we upload the document and apply our templates it's going to ask do you want to be signing this document so if you're using a template it's most likely going to automatically fill in obviously if you're a signature needed on the document you're going to be checked here and then also your clients name so you can go ahead I'm just going to put in my name for this so I don't assume this to anybody but you put in your buyers name if the property is linked to an active sky slip transaction then the purchaser or the seller or whomever you're working with should pop up automatically okay so I have myself and my one buyer and so you can go in and in a signer group as well and so what that means is essentially who's gonna sign the document first second third you can rearrange the order of the signers and so I'm going to hit a sign our group and then I want my client to sign a document first and then I'm gonna sign off on it second just so that I can make sure that they're not putting anything weird in that I don't necessarily agree with and of course you can add as many signer groups as you need to so if you had three people on the contract or four people you just keep adding them you can put them in order or you can just leave all the clients to sign one two three four and then how to yourself as the number five and then from there we're gonna hit next and then essentially it's bringing you to your document so thence we chose the templates the signature spots are already gonna be on there so you can just scroll down and verify that everything looks correct so you notice you have under buyers initials I put myself so Sarah Robertson if for whatever reason you needed to change that there's a little drop-down but if everything looks good you can just leave it and then ancient initials we have TS I think that's training Sarah so that would be training Sarah that would be your initials as the agent and so again you can really just scroll through to make sure that everything is in the correct spot additionally if you needed to maybe add something so maybe under this additional provision section you do have the option of having in any of these little blocks up at the top so maybe here Suzie you wanted to do a writable section which essentially just means that you're able to write into the document and you wanted to let your client I don't know for whatever reason you wanted to let your client add that in you click the writable and you can quit I'll show you one more time you click writable and then wherever you want that to go and then of course you can click and drag this text box anywhere onto your document you can also resize it whatever you need to do and so once you have that there of course if you're adding in kind of like a custom block you want to make sure that you're assigning it to the correct person so if you as the agent want to sign it then just make sure that you select your name if you if you want your client to be the one to fill that information out then make sure you put your clients name on there so that makes sense and so again you add in your little custom bit and then you keep going through and making sure that all your signatures are in the right spot so everything looks good up at the top there is a send button so you can just go ahead and hit Send and this little pop-up window will show and so really what that is it's just what do you want your email to your client to be so if you wanted to say please sign buyer's agency or whatever it is and then you wanted to put a little message to them you're more than welcome to I will say that if you just hit Send the email comes through pretty clear it'll say your name has sent you a document to review and sign and then it just gives them a button to click to a review and sign the document so it keep it pretty simple if you've ever used like talk you sign or anything like that I'll show you guys what it looks like but they simply choose their font and then they watch the document and sign all the different spots so if everything looks good I'm gonna hit Send that was easy and then we're gonna hit done so I want to take a second and see if anyone has any questions on kind of what we've covered so far so we walked through we created an envelope and we set on a document that was not linked to anything in sky slips so far you looks good I'm gonna check chat Sara yeah when you did the writable section I'm assuming that you'd have to make that for the most part writable for the whoever signs it first so whoever signs that afterward will see what's in there yes please yeah so that's a good point I was going to go through and do like a price change so you guys could see what that looks like and yes so you do have to be cautious of who's signing in what order if you're adding kind of custom fields like that okay thanks yeah course any other questions my dress already so next I wanted to kind of walk through and essentially do the same process but link it to a property that's already in sky slope so same concept you're going to draw over to the right side and hit new envelope and then this time I have a whole list of all the different transactions that I have in my account so pretty much all I'm gonna do is say okay this 544 share and view road I want to go ahead and link this document to this transaction so that once everybody has signed it it's essentially just going to go and drop that document in the document section which is right next to your checklist in sky slope somewhat hit select and then because I have linked it to an already existing transaction it's going to show me all the documents that I already have in that transaction so if you needed to kind of make adjustments or you needed to resize something you can definitely do that just by selecting one of these documents but just through this example I'm gonna go ahead and pull another document from my sip form so you guys can see what that looks like so again I'm gonna pop over to zip forms here on the left and I am going to pull up what was it my lead-based paint so let's say this transaction is already under contract everything's good and I'm just trying to find signing all the final documents and things like that so I have my lab based paint pen filled out I am again clicking this little download arrow and I'm hitting the download button I'm clicking to download to PDF so again it's just at least on my computer I have like a PC so it's it's down here in the download section if for whatever reason yours doesn't show up down here you can usually just find it under your downloads on your computer so I'm gonna go ahead and take this document and it's gonna put it right here at the top for me so again matching off the name of the document to the name over here on the right side just in case you do have multiple documents that you're signing you can choose the template I'm gonna try it and see if this little filter yeah I have my led based paint for North Carolina and I'm gonna done do one buyer so I'm gonna hit apply again you notice it pops it to the top for some reason and then I'm gonna hit done so I have my template on here I have my document I'm gonna hit next and then again I have my one buyer it doesn't have this address in there so I will put it actually Bobby fire okay so a bonfire and his email address and that is the only person that needs to sign this document so we can leave has hurt us I'm sorry um why you're still on this screen yeah I'm missing the difference between the document on the left and the template on the right oh yeah here I'll go back so the document on the left is just your actual document that you've uploaded so these are all of your uploads here so I just pulled this led based paint from my zip format you know and then on the right side is just where you're applying your templates and so it's just showing you like if I had multiple documents so say I clicked this listing agreement it would give me an option an option on the right to also add a template for my listing agreement and same thing with my mineral oil and gas and so essentially what you're lining up is the names on your document and then the name here so you're applying the correct template to it does that kind of make sense so this is your actual documents and then this is just your templates so Sarah if I think I'm understanding Chris's question correctly I think what you mean is the one on the right when you think Templin it's not Tiffany I'm sorry it's not template of information that's been loaded but rather the template of where the signatures are going to be positioned exactly yeah so these are your signature templates sorry I should have said that okay so really the document on the left and the template on the right otherwise they have all the same information it's just the one on the right shows where the signatures are gonna go based on what routes you put in there and what already you put them in your filled out document your completed document on the left and then this is just saying okay so this is a lead-based paint and this is where the signatures need to go for blood based paint one buyer so when you pull the document and and put it on the right hand side it's gonna populate with all of the information that's in the document on the left hand side documents signatures and they kind of blend together on the last screen right before you hit Send so you can see the actual document and wearing the signatures are gonna go okay so the one on the right will automatically populate with all the information that's on the left exactly yep okay thank you yeah no problem all right I'm gonna uncheck these guys and just stick with my lead-based paint and then my good so another question I'm sorry I have my microphone on it didn't mean to but actually well I actually reached up to just turn it on I thought of another question before we move on from there Sarah yeah when I the writable part that you were explaining mm-hmm where someone can write in some information there are forms that I frequently have to have information entered but I don't want my client to enter it because they're not going to do it the way it needs to be done so I've been using DocuSign so maybe you can what I what I typically do is I take the first person who's going to sign it and I create a text box or here what you would call a writable box an assignment to that first person that's going to be signing it even though I'm not going to sign it until the end so on that writable can when we put that writable box there can we actually enter the information that goes in there yeah and so the name of the person who's signing it first so it wouldn't go underneath the person who's signing it it would still have to be you and so when we get to the next example where we're doing like a price change you're gonna be the one that's actually making the price change and then you're gonna have your clients initial and sign off on that it's okay okay no there's definitely a way that you can kind of work around it you just have to get when you're doing a custom one like that a little creative with it okay I'll wait any other questions before I continue I just wanna make sure everyone is kind of on the same page good okay all right so we do have we have our Bobby buyer who's just our single buyer on this lead based paint document if for whatever reason you needed to add anybody on here you can always hit new recipient you put in their name their email address and it gives you the option to select their role as well so a lot of the times some agents will put like an attorney or a loan officer if they're putting in a contract just so they can get a copy of the contract as well and then you have the option down here rather than meeting to sign would just receive a copy and so they would if you do receives copy they would only receive the final completely signed document once all parties have signed it and it just sends it automatically once ever an assigned in a PDF format so for this one since it's just love based paint I'm just gonna leave it put just Bobby signing it and then I'm gonna go ahead and head next and so again we're just going to review our document here for a signatures and so we have Bobby Byers signing off on the lead-based paint and his signature and date and time stamp on the last page so this looks good I'm gonna go ahead and I'm gonna hit Send and then again you have the option of editing mess if you want to most the times understand hit Send because it kind of speaks for itself all right so now that we've sent two documents we can go back into our sent section here and so you can see please sign we have the one that we just sent out you can edit a recent of live here so maybe I need to send it to a different email address you can change this email address here and hit resend or you can jump into the actual signature section and correct the envelope so maybe you missed a signature spot or you wanted to change something you're gonna hit correct envelope here and update those signature or writable formats and then just hit update when you're ready to if for whatever reason you said something and you totally you just need to avoid the document there's a little void option here as well and then other than that so once these are completed I wanted to show you dry as here it is so this is what its gonna look like ah when the email comes through so it's gonna say please sign my buyer please sign training Sara which is my favorite out that sent you a document to sign so I'm just going to hit review and sign as if I'm Bobby buyer and then it allows me to choose my font I'm gonna hit I agree and then I'm just going to click and walk through the document so I'm gonna hit the start button and then I just click on the actual initial or signature boxes and I'm all done and so once I submit that I can download a PDF if I wanted to and then of course the agent and everyone is going to be notified oops weird my document of course the agent and everyone is going to be notified that document has been signed and so now I find you out in here and i refresh my Bobby buyer one is now moved over to the completed section and then again because we linked this document to an active file in sky so this copy of the document itself is going to be sitting in my document section of that transaction as ever uncomfortable where the document section is or do you want me to show you what that looks like real quick I can show I think it was - okay so I'm just going to pull up my transaction and then if you notice here under the documents list I have my lead based paint document and so they do it nice to get here just so that you can have a second time to review it one last time and then once you're ready you can select that document and just hit a sign and then tell it which checklist item then you want to move it to so for this one let's see let base paint there we go and a sign and so really quickly going back to our checklist we now have that document that under ll facepaint checklist item does that all make sense okay so I'm gonna hit this loader and get back to the main screen when I was speaking earlier about unlinked documents working documents is the section that anything that doesn't have Holman Stice up so any time that you send out like the buyers agency that we sent out earlier to file for that instead slope yet because I haven't gone under contract of anything so every time that I send something else through digis ID with a no property it's gonna just stick that document here in my working dogs and it's just going to sit right here under my personal documents section and so you can as you notice to the left I've done this before you can actually create folders and so maybe Bob buyer he signed his buyers agency and then he's continuing to make offers on homes than just like getting accepted so if he has three or four offers that he sent out that I personally I want to hold on to those documents you can essentially come into this section and move them over to this folder and you can create folders for your clients or your buyers or whomever just by hitting this add folder button and then you can label it Bob buyer or your clients name or whatever it is and then just move those documents that way that your you're trying to personal dogs inbox here is not gonna get totally bogged down you're still gonna be able to maintain some sort of organization with everything alrighty all right so I'm gonna go back to did you sign we're gonna walk through just one last example I mean this one is so puny live live will answer your questions that if not let me know this one essentially is going to be like a totally custom envelope and so what that means is maybe we've sent out the offer of purchase and then we need to make an adjustment to the price for example or it's a listing and you need to make a change to the listing price and whatever it may be what you're going to do of course starting off is hitting new envelope and then you have the option again of selecting and linking this to an active transaction I think for this one hold maybe just link it and then you have the option of your selecting something that's already in your file or uploading something completely different so I'm actually going to start if I'm making a change from it I changed it to my list and dream it so I'm going to select listing agreement and then since I'm doing a totally custom one I am NOT going to select a template here this time I'm gonna go in and add my different signature spots and my changes to my document rather than choosing a template so as long as I have my document selected here I'm just gonna skip the template part and hit next and then because I didn't choose the template I do have to go in and say okay I'm gonna sign this document as the agent and I also need my seller to sign this document because they're going to approve the changes that I'm making if for whatever reason anyone that's not on here needs to be signing of course you just go up to new recipient add in their name their role and then if they need to sign as well so for this one I'm just gonna leave it as me and it looks like Al and for this time since I'm going to be the one making the changes on the document I actually want to sign it first so I'm going to hit add signer group and I am gonna drag al down here to sign second because I'm going to make the changes to the price and then Al as my client is going to sign off on those changes does that make sense okay so I'm going to hit next and it's going to bring me to the document itself hopefully this has a price limit this is not a every one second okay this is a bad example so let me go back and I'll just add in a different document real quick so that we can actually see what it looks like to make it price change all right so I'm gonna download this offer to purchase then I know has a price on it because I wrote it out earlier all right and I'm just gonna jump back to the document section and click and drag this document in here again still stooping the template section cuz I'm gonna do my own signatures so I'm gonna hit next I still have my self I still have on here and then it kept my signing order as well so I have myself I'll sign in second and then hit next okay this looks way better so what I'm gonna do now so let's say this document has already been signed and we actually want to change the price from five hundred thousand to five hundred and ten thousand for whatever reason so this is where I'm going to come in and I'm going to hit this writable section and then I'm going to click over the text itself and I'm actually gonna readjust it so just so that it looks nice and clean and what I'm going to do again making sure that you as the agent or signing this part as I'm actually just going to put dashes that's our board access that looks a little better X's through the price and you can rearrange it however you need to so that it looks good and then I'm going to get into another writable section right above it that's going to include the new price point and of course there is a forum for this but this is just an example so you can make this type of change to whatever you need to so I've put the new price point I have my name here and then what I need next is to have my client essentially sign off on this change so I'm going to put there I'm going to click on the initial section click initial and then this is where I have to make sure that this is all signing it and just in case we have any questions on it I'm going to put a date and time stamp right and I just his signature as well it's already on him so I can just leave that so what I've done is myself as the agent has come in crossed out the price put in my new price or whatever change it is cross that the original and put in my new and then I've had my client sign and date that this change is accepted and so other than that I'm not making any other changes I'm not requiring any other signatures to this document so I'm going to go ahead and hit Send and I'm gonna put you know please sign up for this can't I today please sign price change and then I'm gonna go ahead and hit Send does anyone have any questions on how I did that or why I did that in that specific order no question on how you did it but once it's done then is the 510 gonna go in where all the x's are so it doesn't replace it just because you originally sold that out in sip forms so that's why I usually do two different writable sections and so you use one to try to cross it out and then one to kind of at least do it somewhat of a cleaner look with the new price point on there I guess my questions here is once it's signed by all is it it is the documents you're gonna have the X's and the 510 sitting up above it like that yes yes okay so so it'll it'll then still look like something got changed yes yeah so some agents prefer to do it this way just so that they can see the original contract the date and time stamps on that and then the date and time stamp for the change that they're making if you don't like this look like if you want it to look a little cleaner I think there are addendums and things like that that you can that you can use instead and to this to the point also Chris since she's doing it on an offer to purchase in contract this is a change that would also have to be initialed by the other party before its final it's just the way of showing it and tracking it and having it being initialed and dated by everybody to show that they agree on the on the change in terms okay thanks all right um and so did you notice German I think my name up to your thought I was wondering how read only fits into this does this have anything to do with what you're doing also so right only to be honest I don't know anyone that's using that I think that's if you're sending essentially like a sample of the contract so if you just wanted them to read it but not and like kind of sign off that they have read it that would be what the read only is but there's no signatures essentially required yeah so once you get send since we put ourselves as the first party to sign its gonna give us the option to sign now so you definitely want to do that because again it's gonna hold up your client receiving this document and obviously you want to be the one to go in and approve the five-ten and any changes that you're making so I'm gonna hit sign now it's an it look just like the email that I just showed you you pick your phone agree and hit start and so again it gives you the option if for whatever reason you need to change that but if it looks good you hit next and then that looks good you hit next and you are done so once you submit this it brings you back to the digit sign home screen and you can go back and look and see you have the price change it has been started by myself the agent and now I'm just waiting for my client to approve that instead of Candy's point essentially you can just take this final document and then once you receive it signed by your client just for that off to the other agent or whatever you need to do so any other questions on digit side I'm gonna go back to the completed screen just so you guys can see it so we kind of walked through this document meaning that it's not linked to a transaction in sky slope yet you can still use it as a sign just the same and then we walked through linking a document to an active file in step and kind of what that looks like and how to kind of move that signed document to your checklist and then we also did a custom digit sign envelope for any changes or anything that you need to make but other than that that's decided but any questions or anything I can answer or kind of explain a little bit more I do have a question sure Oh sometimes when when you use a template I need to design either side like we in the BIOS or whatever Dolson even if you have the quarter-final emails and game inside video some bring that you have to type them again what is so minor dates people their way around that so on some of them when you're not linking it to like an active transactions tie slope you will have to type it in I have been told by some people that if you so let me pull up I'll just show you this real quick so if you go into this section so it for example since I didn't link it to anything if you hit new recipient I happen to know that if you start typing here which printed I have this autofill thing on my computer senses one bring this signature in the right place when you put the words even after your template does include the signature of a sugar so right now let's do choose one or the other if it brings the shows where the signatures are gonna be you have to type the name and the email address if you choose it this way you want the signatures are usually okay so maybe it has something to do with the template then if they're not going right Scott he would be every template I have that problem with every template it's no big deal I just thought maybe there was a way around that yeah no the only word run I've heard is that if you kind of click into something and try to edit processes it gonna let me yeah thank you yeah no problem all right oh yeah I see some chats so and so as asking she is a closing coordinator for a team if I am sending a document for an agent on the team will the digit sign distinguish between each agent or does it default to the team lead so and correct me if I'm misunderstanding this so an let if you're sending it from your account you will have to type in whatever agent that you're wanting to sign the document so on yours rather than it being me you would want to hit new recipient and add in an agent that or you could log into your agents accounts and send the document as them and then it might work a little bit smoother you know you can email me offline if that's not exactly what you're asking and then dev asked is it possible to adjust the preloaded templates Deb are you referring to the signature templates that are I already uploaded for you we just yes I can adjust this template so anybody notices anything wrong with them please let me know because we're doing them all by hand or if there's any documents that are not in the templates that you guys really want please email me especially during quarantine I would be happy to add those in there for you they're all individually on it so please if you notice anything that you want in there let me know um see and it's a Laura as did we send a document before we create the transaction how do we go back later to find and assign this completed documents and instead of having to download them to my computer first so it's very simple so that's where your working documents is going to come into play so let me add something real quick and see if I can sign it that will go over into working Docs just so you guys can see what that looks like so give me a just a moment and candy this life answer your question so how to link my envelope or my design document to an active transaction just on that first screen after hitting new envelope you would just select whichever transaction you're linking it to so but for Lawrence example I'm gonna hit no property and so I'm gonna upload I'm sorry I'll distract and drop this one I'm gonna drag and drop my offering a purchase I'm gonna choose my template offer one buyer oops that's a lot and land one buyer it's up at the top done next and then I'm gonna put it right understand a hit stun for time sake all right give me one second assign this on my personal email and I will show you guys what this looks like you you sorry bear with me one moment guys so many signature spots so what I did is I went ahead and sent myself a document I did not link it to any property instead of just so you guys could see what that looks like so I just want to make sure that this has been completed perfect so to answer Laura's question or to recap so she essentially asked when we are sending on a document that does not have a home in sty slope meaning we have not created a listing for it we have not treated a buyer transaction for it so there's nowhere to really store those documents where what do you do with them but you can still send them out through didja sign just like normal essentially once they're signed and completed you'll obviously get an email with a PDF copy of it but you will also be able to go into working documents and that document that you're sending or documents you'll have a whole list here if you send multiple is just going to sit right here and I can preview it if I need to just to make sure this is the correct one so I have my offer to purchase I just signed it down here so that looks good and so essentially what you can do is if you just have a few documents feel free to just leave it right here in kind of a list format but you can click this document and you can either move it to one of your folders that you've created so these are your folders here on the left so maybe I had like multiple offers and my buyers agency when we were giving the Bobby buyer example so if I wanted to move it into Bob's file folder over here I could but maybe I just want to keep this one here and then moving over to my active file once it's open so I click or click my document I hit a sign and then what it's going to do is this you know pull up a list of all of my active transactions right now and so to show you guys that one more time I select the document and if you have multiple you can select all of them at the same time and then I'm just going to hit a sign and I'm gonna move that over to my sharing view road that I was just working on I'm gonna hit a sign and then it moves it from my working documents over to my share and view Road location for transaction I should say does that make sense you can see where it is if I pull up five for two for Sharon V Road and then again it's not gonna Auto assign it to your checklist just as it wants you to verify at first but it is gonna stick it right over here in my document section and I have my offer to purchase that I just moved over so again I can select an assign and then put it on my checklist does that make sense perfect okay awesome later back to my home screen okay let me know if I did not answer your questions on templates candy can we add a signature spa or writable section or something like that when we were actively using the templates yes definitely and so what you would want to do is most of the time the templates are just going to be turn of your standard and so you would apply your template like normal walk through the process until you're right at that end screen where you're reviewing the document in the signature spots and then at that point you can add in any signatures or writable sections or date and time stamps anything that you want to do that document the template is really they're trying to cover the bases as far as the initials at the bottom of the page and the signatures at the end all righty see ya I just thought it wanted a question when we're doing the with the listing agreement or a buyer agency agreement and we come to the agency session we're going to be three different potential areas to initial and then and they're not going to unfinish the law 3 how does that work in digisight yeah so essentially what we have placed is an initial spot or two initials depending on how many people are signing it we've assigned this I believe to the first section just from the feedback that I received hold on I can try to pull up a list an Tremont for us to look at so in the template we assigned a signatures box - sorry - this Scrolls really fast there so we would supplied a signature box to this first section and then we left out I believe signatures here and here and so just from the feedback I think that's what most people we're having them sign off on anyways the seller signed off on so for whatever reason if you don't need a signature box in this first section you can actually click and drag it down to this section or you can add additional signature or initial spots when you're kind of reviewing the document before you send out because I think it's a same way on the buyers agency as well whatever the first one is we have the initial box there but you can click and drag or add additional if you want to you so sir that the first box under B is the default position for the signatures yes so I think from because originally we had all three and then we got feedback from the agents that most the time this applies oops more often and so we had we just eliminated the other two and put the one signature box under this section under D but if that doesn't apply to that transaction you're more than welcome to just click and drag that signature box to a different section or to just clear it out whatever you need to do well you wouldn't want it I mean I I don't think you'd want to clear it out with you because you want then you have to have something signed you want at least one of those boxes checked I guess okay yeah all right yeah any other questions all righty Thank You Sara you're welcome thank you guys so much and we'll be back tomorrow um we're gonna do Instagram workshop so that one should be a little bit more lively hopefully a little more fun but just wanted to be able to cover this stuff with you guys since that run is kind of transitioning to working remotely or doing everything over the computer now so if you have any questions feel free to mess around with digit sign if you want to send me you know fake documents or whatever and just you can practice totally fine but just let me know if you have any questions and hopefully this was helpful you prompted one final question I'm sorry sir yes yes I've heard that a number of times you know just go in and play around and use use fake documents how do people know their thing so as far as like creating transactions in sky slab I would just name it something obvious like one two three testing Street or training Street that's what I always do I know and she gets all of my notifications for uploading stuff and then she'll just delete them once you kinda can tell that I'm not messing around anymore so just yeah alright thank you alright well thank you guys happy Monday and I will see you guys later this week thanks s thanks guys like you

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Firmar un contrato electrónicamente es tan fácil como firmar cualquier otro documento, quizás incluso más fácil. Sube tu borrador a tu cuenta de airSlate SignNow y ábrelo. Elige entre varias herramientas potentes de la sección Editar y Firmar: el botón Mi firma para firma electrónica y el botón Texto para agregar información. Inserta campos rellenables y envía el contrato para firmar.
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