Unlock the Power of eSignature Legality for Business Transaction Management

How to eSign a document: e-signature legality for Business Transaction Management

as David said I'm John Ashley product trainer here at Lone Wolf Technologies so glad to be able to connect with you for this very special transaction to streaming uh just to prove I'm I'm not in and the AI was going to start the video there but uh to see my have that option that's perfectly okay I'm just gonna wave real quick and say hi but that's perfectly okay uh so we are going to be talking about creating a transaction and using the authentic sign system as well a couple things to keep in mind the session is being recorded you will see a chat box where you're going to be able to ask questions so if you have any questions whatsoever uh there is a section called q and a question and answer q a question to answer if you wouldn't mind throwing your questions into the Q a section uh that way I can easily keep track of what questions I have had the chance to be able to answer what questions I've missed so far so please add your questions right there very happy to be able to answer any questions that come in today this is why I'm here to be able to take care of all of you so let me help you by taking care of you in any way that I can excellent topics today include creating a transaction transaction summary info creating contacts where you're going to be able to add your documents and forms in the system setting up an e-sign packet how to add your signing parties preparing documents for signing and how to send out that e-sign packet so we're going to be going through a lot of great details within the program really digging in and understanding the different sections of the transaction desk system as when it comes to creating your transactions seeing a couple more that have joined in thank you so much everybody for being able to connect just a reminder this session is being recorded and if you have any questions be sure to add them into that q and a box question and answer box I'm very happy to be able to answer questions so once you get logged into the program this is the very first screen that you're going to be able to see this is our agent dashboard with the agent dashboard you will have lots of different widgets that might be available to you these widgets make it a little bit easier on you when it comes to creating a transaction or to make it so that you can quickly create an esign packet in order to be able to change the dashboard to customize it to your preference you're going to hit the lock icon in the top right lock icon in the top right that will make it so that you can see the full dashboard from there you can then drag and drop widgets from the top onto your dashboard a couple of the widgets that I suggest are going to be to create transaction one right here create e-sign that one's a nice one to be able to have document upload is nice if you're not trying to upload it directly to a transaction scrolling over to the right I do suggest the recent authen assigned one now these green items are going to be list views so this is going to be informational list views While Blue items are going to be action items like creating a transaction so some of the ones I suggest on the green are going to be having your often assigned packets out there so you can see what the status is it is nice to have a list view of all your different transactions and then from there it just depends on how you use the product if you're using it to make it so that you can track your tasks if you're trying to track what is overdue so if you use the system to with the checklist there you can track what's me what's overdue you can look at your documents that you have available we also have for those that want to this is I'm just storing this out there just because some of you will have this option some of you will upgrade your account to an office type account to be able to review your agents in your office the the documents that they have so we do have review options as well like I said just throwing that out there for those that are on the call that do have that option let's go ahead and lock it up at the top right here to make it so that we can save our dashboard and this is the way that I prefer to have it of course all of you you will have different ways that you prefer to be able to see this dashboard so just unlock it and save it the way that you would like Sherry is saying I do not have the toolbar at the top like yours is showing so my toolbar is on the left hand side just to just to clarify here David we are dealing with the transaction desk system I didn't make a mistake and accidentally jump in a transaction desk when we should be in zipform instead right David yes you are correct this is this is the system okay I'm just clarifying there that Sherry is saying that she's in the wrong uh though not the wrong one that hers doesn't look exactly like mine so just wanted to make sure uh we do have another transaction system called zip form um so you know sometimes clients maybe you know I might have looked at the wrong MLS at times but I was sure this morning I had everything correct so one thing maybe Sherry that yours might look a little different than mine is this person to person icon this just makes it so if you are a broker of an office that is an upgraded account you can switch to a broker view so I'm not sure if that's what you're looking for on there uh but hopefully hopefully you'll be able to help me answer what what is different about yours compared to mine uh we also have this little TV with the question mark you're going to notice that throughout the product uh this will make it so that you can see a short leg training video talking about the section that you're currently in on the left hand side is the product toolbar this will make it so that I can move to the different sections of the product if you want to know what each section is we have what we lovingly refer to as the pancakes here at the top left when I open this up I can see all the different options that I have available to me you can also hover to be able to see each item or you can click I mean you're not going to break anything by clicking around so you can always click to be able to take a look at each item as well we're going to be heading to the transactions screen the easiest way to be able to remember where the transaction screen is this is where all of your transactions are housed I know that's a terrible joke but you know what you're never going to forget where your transactions are right right there in the house icon so I can see all my different transactions that are available I can scroll through I can filter using the filters here at the top I can even search for a particular transaction and we're going to go through the process of creating a transaction today and so we're going to mainly spend most of our time here in the transaction screen now the screen I want to point out real quick is the signing screen so authenticide has been provided by your Association there by your MLS there and so as a member benefit with the Northstar MLS you do have authenticine the signature solution available to you and so you can actually keep track of all your different e-sign packets from all your transactions within that signings portion before I create a transaction I want to note one more thing and that's in the person icon in the top right the person icon in the top right this will take me to my settings where I can then check my preferences to make sure that my information is correct so when you send an authen assign e-sign packet out it's going to use the name and the email and the phone number that are in your preferences you just want to make sure that all that information is correct you can always double check office information that does come from the North Star MLS for us so that's something that will get adjusted when it's just for them if I go to email signature as well now quick option here email signature here this does not this is not yours sincerely with your name and your email address this is going to be your after email message so for example I know a lot of you agents are very clever and so you'll have things like a movie quote or a quote from history for me I have a really silly movie quote don't have a good day have a great day you know name that movie right so I I just put that in there as my after email message and you can make yours whatever you would like and then last something that a lot of people Miss is The Branding option so you can actually add your personal photo and your company logo that way your photo and your logo on there you're going to be able to when you send an esign packet out have everything branded to you instead of branding to open a sign all right let's head back to our transaction screen now so now that we have our preferences put together we have our branding and our user information let's head to the house icon by the way Karen Brian I do see your questions give me a minute I will talk about how to be able to adjust dashboards and I'll talk about splitting documents here in just a second but let's create a transaction together so we're going to go to plus add and what we name this something so maybe 9 14. well football season got to be Viking's way right uh so I'll just name it something simple like that of course for you you're going to title it whatever the transaction is though if you don't have the transaction yet so let's say that you're working with a new buyer you're doing some showings and you haven't found the perfect property yet you could put the title as the buyer's name and then adjust it at a later date we do suggest putting it as the transaction itself so we do suggest having this as a transaction itself but if you need to use it as the buyer's name instead you sure can do that type if you don't have type you just need to add some property types onto your your settings there I also have an option some of you may not have called templates templates are a wonderful time saving feature which you can learn more about we actually have training webinars that cover how to be able to create templates and with templates you're going to be able to quickly add particular forms and documents and checklist items onto your transaction Michelle this is being recorded by the way for those that just came in this session is being recorded So if you missed part of the session no worries this is being recorded by the North Star MLS so that they can provide access a little bit later and this transaction desk system is provided by Northstar MLS all right getting back to it so templates here what what you know when you're going through a list side transaction which I'm going to be doing a list side transaction today usually you're going to have a disclosure maybe a lead-based paint disclosure you're going to have a listing coverage here you have excuse me an exclusive right to represent of some type right you may have other forms that are going to be the same forms that you use on every single list side unit so instead of going through the process of having having to add those forms every time you can create what's called a template and like I said we actually have separate training material where else which I'll show you at the very end that covers how to create templates so stick with me I'll show you where you can learn more about templates the Northstar MLS has also included this really great feature called import data so if you're on the buy side well if you're representing a rental you can always bring the information about the listing from the North Star MLS itself into the system you just select Northstar MLS mine is different of course but you'll select Northstar MLS and plug in the MLS number in listing ID there so you'll need to You'll you can plug those MLS numbers in and it'll actually bring the information about the listing over to saving you some time filling out the details of the transaction I'm going to do a listing though understand the steps that I'm going to go through even though I'm representing a seller here the steps I'm going to go through are going to be exactly the same whether you're on the buy side on a rental or on the sell side all the steps are the same okay to that point this wizard here use the wizard it's a very talented real estate wizard this wizard is going to take me through a five-step process of creating a transaction so leave that checked this will take me through that five-step process for creating a transaction making my life a little bit simpler putting things into the right order to make sure I fill out everything properly okay so let's click create and use the wizard to help us create this transaction so step one getting the details in that's always important right so I'll go ahead and add in the details plug in as many details as you possibly can the more details that you plug in the less that you're going to have to worry about filling out on your forms so you're gonna have less that you're going to have to worry about filling out on your forms there don't worry I do see those questions there so I will get to those questions here in just a minute uh but you'll go ahead and fill out every detail that you can I'm just looking in a couple myself here of course you're going to go through the process of adding in everything I added a state to the wrong place there we go so zip code state city all the details that you can heading to when you had a price here real quick my next step is the transaction dates and the circumstance I know when the listing date is don't know when the application or the offer day will be just yet unless I already have a uh this I already have an offer that's coming in banging on the door you know that's happened from time to time in this market so but in this circumstance I don't have an offer yet so let's go ahead and move on to step three which are my contacts I'm gonna be adding my sellers here so I'll go to plus add and I can either create a new transaction contact if this is someone I've worked in with with in the past that can add an existing contact I can even pull from Google so if you are an Android user and you iPhone users don't start throwing apples at me here but if you are an Android User you can actually pull contacts directly from your phone so if your phone saves your contacts to your Google account you can actually pull them in using that ad contact from Google nice little feature there we're going to go ahead and create a new contact though and I'm going to do a seller and we can go ahead and type in Kirk seller I'm going to pull that name out of a hat right so I will just go ahead and plug in again you want to plug in as many details as you possibly can the more details that you plug in the less that you're going to have to worry about filling out when you are filling out your forms here in a second okay I could add in the address if I'd like so same as property address so I can plug in the details that I want and then push save I'm going to go ahead and add one more seller on here Julie seller might be doing a little bit of a Vikings theme here today so again add in as many details as you possibly can I know I'm leaving a lot of details here blank uh but for you I would definitely plug in as many details as you possibly can I'm just leaving a list some of them blank like the expiration date and the contact dates on there leaving those blank for the sake of time today but in your circumstance go ahead and make sure to fill out as much as you possibly can one last thing here I'm going to add an existing contact so this is someone that I've worked with in the past and I'm just going to grab a lawyer let's see here let's just in this circumstance let's pretend I have a seller lawyer I'm working with you can see I have lots of different contacts that I work with I am just going to grab a random one that I've used in the past as Anthony Rada there so I'll just push add and get them added in there we go so I have some different contacts that are now available let's move on to step four which are my forms forms are a little bit different we have forms and we have documents and you can see that on the right hand side too forms and documents step five will be documents you may wonder what's the difference between a form and a document a form is going to come from your actual MLS itself so the North Star MLS has actually provided us a library of available forms for us to be able to pull into your system now today I'm not part of the North Star MLS so I'm just going to be using a couple educational examples for you though you are going to have a folder that will say Northstar MLS like I said for me I'm using a couple educational examples for you though you will actually have forms from the North Star MLS that you're going to be able to use I'm also going to do let's do a seller's disclosure you can also use the search box to be able to find particular forms if you'd like to as well so if I'm looking for seller's disclosure I can start typing it in it will give me some different options which I can then choose and push add so I've got a couple educational examples there let's move on to step five step five are my documents now with forms they come from the North Star MLS a document on the other hand is going to be uploaded by me I'm going to be pulling this in from my computer you could pull it in if you already have it in the in the dock box so we have a document box over on the left hand side if it's already there you can pull it from there you can upload it if you have it on Google Drive or OneDrive or Dropbox you can also email upload it so this email upload every single transaction you create will have its own special email address and if you send an attached document to this email address it will automatically attach onto the transaction so every transaction will have that option that email upload option I'm going to pull from my computer again I just have an educational example I'm going to grab this exclusive right to represent it's not going to be exactly like the form that you use of course within the Northstar MLS but we're just we're just using this as an educational example okay we'll go ahead and push done and now I am taken to my transaction dashboard uh one question that was asked earlier is about how to be able to adjust your dashboard adjusting your transaction dashboard is exactly the same as adjusting your agent dashboard which what you'll do is you're going to push the lock icon and unlock it same with the agent dashboard you'll see a lock at the top right and then you can drag widgets onto your dashboard or you can remove widgets or you can increase or decrease the size with that green triangle there and then when you're ready you can lock this back up okay so we have different widgets available again I have some that I prefer for you it's going to be based upon what works best with you I like to have the e-sign on here the document upload options here I like to have my checklist and tasks because I use checklists and tasks on there even having the contacts as well is quite nice at the top of the page I can add a photo I can adjust my title so this is not the address of the property this is the title of the property so I can address adjust my title anytime that I want let's add a photo I have found these these are real rental properties minus Buckingham Palace that's not a real rental property I don't think England's doing that bad but I found quite a few different real rental properties and for sale properties just for the thought of it uh let's just grab this boat in the desert let's do a funny one there was original property all right and then you can also with this envelope see your email upload option so if you ever do want to upload via email that email upload option can be found with the envelope at the top right under these three little dots you can delete a transaction you can duplicate it you can also create a template based upon what you've created with the transaction here on my right hand side this is my toolbar for this transaction by my by itself so the left hand side toolbar for the entire program the right hand side is just the toolbar for the transaction we're in the dashboard right now I could go through the five-step process of the wizard again if I wanted to let's move on to the details section now there were some details that I missed somebody mentioned earlier you know I didn't add the expiration date on there so if I scroll down I do have an expiration date option that I could choose a particular option here any options that you adjust any details that you add in be sure to hit the check mark at the top of the page that will save whatever you've adjusted so if you make any adjustments be sure to hit the check mark in order to be able to adjust it we have our contact Section so this is where all my contacts are that I've created I have my form section where I can add more forms if I need to so as I need more forms I can always add them in signings is where I can keep track of the different signings I've created for this transaction documents this is where I can continue to upload documents by the way this is also the section where when I create an authenticine esign packet when everybody's completed and signed their part I will get the completed and signed documents in this particular section in the document section okay so if I go through authenticide or my signature once it's completed those completed documents will end up right here in their own folder in the documents section checklist and tasks both deal with being able to track what you're doing within the transaction and you know this is a full transaction management system it's not just a forms Library it's not just an e-sign solution so use it to its fullest capability you can receive notifications reminding you to do different tasks on particular properties you can track what paperwork that you've completed or what paperwork you've missed even some something as simple as making sure to add a lock box onto a property or make sure an ad assigned to a property you can easily come in and use the checklist and task sections to be able to keep track of those items call logs if you want to keep track of the different calls you've had with a seller or buyer or tenant service orders you know if you needed to hire you know a garage person to come in and fix the garage door hire a plumber you can keep track of those service orders here history well I have a pretty pretty new baby here 11 weeks old and so sometimes remembering what I was working on yet yesterday can be a bit of a tall order so that history can help me keep track of everything I've done on this transaction we even have home warranty and title companies that we connect with so if you're ever looking to connect with home order your title you can go and use those options there and then the marketplace the marketplace allows you to connect with quite a few different Services these are not provided as a part of transaction desk what you're doing is that you're just linking accounts that you already have with those different services like boost marketing or e-commission uh risk spree updater so we have different sir different companies and different products that we connect with where we can send information over to them the address details and contact details over to them if you would like to link those accounts all right I just quickly went through that toolbar I know just because I want to get to the meet of this next section here I want to really get to the next the big next section the section that I get a lot of questions about and that is I'll then assigned so we created our transaction and if you're keeping track of what I've done so far we created the transaction we made sure and fill out every detail that we can we added every contact that we needed to add and then we added the forms and the documents that we need to get signed okay so that's what we've done so far we've created and added the details we've added the contacts that are needed we've added in our forms and our documents next we are going to edit these forms to make sure that the information are that is in the forms is correct so I'm going to click on a form which will take me to my editing feature with this I could then start adjusting the information within the transaction all these blue sections are going to be sections that I am able to fill out so every time you see a blue section that will tell me it's a section that I am able to fill out myself I do understand with most disclosures that it will be the seller filling it out but again this is an educational example okay so just stick with me the blue sections I'll be able to fill those blue sections out scrolling down I can also make adjustments onto the names if I need to any any blue section you see is adjustable and you can edit it with whatever you need to be able to add in okay at the top of the page you have some additional options first if your signer your seller your buyer whomever if they prefer to sign this by hand so they want to put ink the paper they don't want to sign it electronically totally understood what we're going to do in that circumstance is we're going to head here to file and then print so after you've gone through the process there of adding in everything you can go ahead and head to file and then print you can also save this as a PDF if you'd like you can also add a watermark so let's say that I just want to send this to them as a draft they can take a look at it ahead of time I can add the watermark and then come back to file and remove that Watermark next time around okay so we have lots of different options you could even send it over via email and what's really great about this is that you can actually make it so that they can edit the forms as well so if you're in a circumstance like this where there's a lot of blue sections that need to be filled out and you don't know the answers to all of it you can actually use that file email option and choose which ones you want to send and allow your buyer seller whomever to be able to fill out that form so another great option that we have within the system After I filled out the form if I am using the electronic system I'll finish line to get this signed if this is the only form I'm using I could head up to the pin icon to make it so that I can I can start getting the sign but if this is not the only form I'll push save and exit and I'll move on to the next four and then the next form after that and I'll do the same process of editing the form making sure and adding in all the information that is necessary on there and then if I want to print it I can go to file print if I want to change the font I can adjust the font one additional option I haven't talked about yet you can save a clause Library so on particular sections there are going to be Clauses where they the legal terms need to be added in within that form whether it's a disclosure or whatever you can actually save your own library of Clauses which you can find on the left hand side so you'll see a section call Clauses it's not talking about Christmas there that will give you the ability to be able to add your own library of available clauses all right we'll go ahead and push save and exit here so those are your forms and you're going to go through the process of doing this with every single form available let's now move on to documents with documents if you are using authenticide the esign packet you don't need to do anything with your documents here when it comes to marking them up but if you are printing this out for the client you can click on it and use the markup tool this little paint palette at the top to be able to add in text or draw a free draw like being able to put an X here or something like that you can highlight particular sections as well be careful using the redact and highlight feature though I would double check with the North Star MLS before using any of those available features just to make sure that it is okay to use those on particular forms and documents okay but with the markup tool you can mark this up and then be able to click on it to be able to get it printed okay so if this is a circumstance where they are hand signing it I do suggest using the markup tool to add the text into the document I don't know about you I did not take a calligraphy class growing up it wasn't something I had available to me so what you can do is that you can just come in and be able to add in the text on all the different sections of the document we had a question earlier for Brian about how to remove or split docs that have been combined and that's where we have the slicer tool the document slicer tool so what you'll do in that circumstance if this was a multi-page you'll choose the pages that you want Push remove pages and then save this as a new document so push save as and save as a brand new document then when you leave just make sure and do not actually don't save it don't save the original you're just going to do that each time you're going to go to the document slicer tool select the pages you want to remove save as a brand new document and then when you push close it's going to ask you to save say no that way you can keep the original document with all the pages in order okay so you'll do that each time to make it so that you can split up that document with however you would prefer okay you can also head these little dots right here to be able to find the slice and markup tool as well you can upload revisions to this if you want so we do have several options here as well so that hopefully answered Brian's question there thank you for getting that question in early about being able to slice up your documents now like I said if you are using authenticide you do not need to use the markup tool for documents instead you can go ahead and create your esign packet with your forms and document chance but before we do that recapping real quick we added in the desired details we added in our contacts already we added our forms and then we edited our forms with all the information that's necessary in our forms and then we added our desired documents as well now we're going to head here to signings and go to plus add and we're going to create our e-sign packet I'm just going to call this a pre list packet and push save excellent step one add in your desired participants so I'm just going to add them from the transaction that's why we added them to the transaction because this makes this a really simple step I just choose who I want and push select I can also on here choose if they are remote signer a reviewer or if they should be carbon copied reviewer just means someone should needs to be able to approve or deny the entire packet as a whole remote signer means that they need to perform an action of some kind and then cc means that they should be carbon copied on there so just after everybody has signed after everybody's got their part done they will get a copy of it at the very end so for my lawyer here I'm just going to set them up as a reviewer and push select now it'll automatically put it in a particular order and every at this point everyone would receive it at the same time if I want it to be in a particular order for receiving it though we have this option to set the signing order set signing order and I would just then drag and drop the order based upon your preference one thing I do suggest I do suggest adding yourself last so if you're the agent I would suggest adding yourself the last it just gives you the ability to double check that everything was inputted correctly you know nothing worse than you get into a disclosure and they have an electric oven and they put a gas oven or a fire you know you know a fire stove or something like that wood burning stove or something like that um so it gives you the ability to double check that what they completed was correct okay so we could if there was someone that you didn't add to the transaction that you forgot you can always add new you can add from contacts as well there are also additional options when you click on assigner you do have some additional options where you can come in and be able to make adjustments you can update you know the contact on there and push save as well excellent so we have our signers now let's add our documents and forms so I'll head here to docs and I can either add it right here or I can add it right in the middle either way and I'll just push add on everything I want to get added if I forgot a document I can go to this upload import option if you forgot a form I would suggest backing out of the out Theta sign packet add the form to the transaction go through the editing option and then come back to the packet and add it in I would not add it in here just because all those blue sections that were there before they're gone so it's going to be a lot harder to fill this out than it was before after you've had your documents and forms and after you added in your signers on your forms it will automatically add all the signature portions and the initials if there were check mark boxes or anything here it would automatically add that in so it will automatically add it in on your forms your documents on the other hand unfortunately it will not automatically add that yet which will be using tools to help us add that in next so let's go ahead and add the tools where I can now add in signer actions signer fields and markup let's start with markup markup allowing you to be able to mark up this document so like I need a text box here with my office name and then I can drag and drop where it needs to go I can click on it for some additional options as well like the font size the color we also have this great option called transparent background so right now you can't see anything that's under that text but if I turn on transpare background I can see everything under that text by the way if you made a mistake on a quorum you can use that markup box as kind of a white out feature and then write in the proper text there so just just a suggestion if you did make a mistake on a form you can use that markup box as kind of a white out feature to make it so that you can white out the incorrect text and put in the proper text we also have signer fields which will automatically add the name email the date and the time when that particular person comes in to sign so if I hit here to Kirk seller I can add in those signer fields which will automatically populate when Kirk jumps in to begin signing before I do that though I want to point out this really neat feature that we have called all signers with all ciders when I go to signer Fields it'll actually add everybody on there at the same time instead of adding them in one at a time so if I wanted to add in all the different emails for everybody all the different names and everything for everybody at the same time I can use that Alzheimer's feature and then I can go ahead and click on this and push delete and then Auto date and drag and drop that in so I can do that with my signer Fields I can also do that with signatures so if I want to add everybody's signature in at the same time I can easily do that and then drag and drop where they need to go and if there is a particular person I don't want to include I can just click on them and push delete we also have another great tool called myself and hopefully nobody on the call thinks I'm calling myself a tool today so with this I can actually pre-sign my documents and forms before sending it out so for this one I can go ahead and just add my name and now my name is on here I don't need to worry about adding it in later and when I push sign here it'll ask me to accept the terms and conditions and I can then create a signature I can either use a style I could draw a signature you know and I'm just going to pretend I'm drawing this with a crayon here I can also upload a signature if I'd like so I'll just push set and drag and drop where it needs to go heading back to my individual signers we do have some dip we have a bunch of different signer actions that are available one that does confuse quite a few people is the difference between a radio choice and a check mark box I get questions all the time about that so for example let's say that I had a question like this you occupy the property the answer in that circumstance is either going to be yes or no there's no metaphysical the home is where the heart is I keep a toothbrush there just in case the answer is either yes or no so in that circumstance what I'm going to do is I'm going to use what's called a radio Choice radio choices allow me to be able to add in and make it so that they can only pick one out of those two options I can only use one out of those two options on there okay and so in this circumstance I I don't I can't they can't pick something else entirely they have to pick either yes or no they don't have any other options you could also add additional options but essentially they have to pick one out of however many options that you choose they have to pick one out of however many options they choose there okay all right moving on let's go ahead and talk about check boxes here just for a second let's see if there's any questions about radio Choice options don't worry Joe I do see your question get to you in just a second uh let's say that you had a different question though something to the effect of uh uh you know kitchen appliances right and it had you know stove microwave their prior Etc right that circumstance I would add a check box because this person could choose one of these options they could choose all three of these options they could choose none of these options they may have nothing in their kitchen okay and so you can add that in and they could pick one they could pick multiple they can pick none now one thing you'll notice there's a red square and a red star that means it's required for them to check it so if it's a circumstance like this I would turn the requirement off for each checkbox and if you find yourself doing that quite often turning off the requirement or making an adjustment all the time be sure to save it as a default when you do that that makes it so that the next time you add a check marks it won't automatically Mark the as required in that circumstance okay that's difference between a check box and a radio Choice option radio choice they have to pick one out of multiple choice check box gives you the option do they want to pick one do they want to pick three do they want to do they need to pick at all so it gives you those additional options we also have text lines so in sections where someone is needing to add in text for example I need to add a date here that needs to be written out as September 14 2023 instead of doing the 09 1423 that I have everywhere else so you can come in and be able to add this in uh as a text line so that they can add whatever text is necessary uh so Rob is asking a question about how to set up an accept versus decline with a signature inserted if they choose accept as with an arbitration disclosure uh so what I would do is in that circumstance you can have you can create a drop down menu of except and decline you can create it with let me think here yeah so you can see it's accept decline there and that it's required and then what I would probably do in that circumstance let me think let me think just for a second because that's a that's a good question we do have the initial choice but you're looking for a signature choice in that circumstance so I would turn off the requirement for the signature would turn off the requirement for the signature in that circumstance and then uh I'm guessing that it will have instructions telling you to sign if you push accept but if they do so I would I would set the signature as not required like I said and then thinking here you could add tool tip text it says sign if accepting then have that line and what that will do is that will make it so that it'll have a tool tip for signer that will tell them when they choose accept on there it'll tell them they need to sign if they chose accept okay and so in that circumstance you would again turn the requirement off because if you leave it required then they're going to have to sign whether they push accept or decline in that circumstance so what you'll do is instead you will push you'll turn on the drop down drop down where they have to push uh either accept or decline and then it'll have the tool tip text that says that they need a sign if accepting I think that might be the closest thing for you rob to what you're looking for and yes Gretch and I do understand that the signature block is left uh blank so I just don't know like I said I don't know what your forms look like exactly I apologize I just I'm not part of the North Star MLS so if you do have an option to push accept or decline that would be that would be a good good option there my apologies I'm just trying to think of what would be the best circumstance Gretchen or Rob does it have you push to choose accept or decline or is it or is it a circumstance where it's only it's only got the signature and that's it no not not uh so Gretchen said it defaults to a sector decline I understand that um do you choose accept or decline in a particular section and then you have to sign okay so it's only only you sign if you accept it okay uh uh let me think here that's a good point I apologize too I'm not familiar with the form is because all the contracts are created by the state Association so um we have very few Northstar MLS specific forms it's just those contracts that are created Statewide we don't have control over those or governance on them so unfortunately I don't know the answer to that either so I I probably would just turn off the requirement for the signature and then as a special note to your client by the way you don't even have to add the signature if you've already discussed with your client that they're going to decline it so they're not going to put an except signature on there you don't have to have the signature you can just delete the signature or you can just not include it if you've already spoken with your client about that and if if there's questions about the legality of it they can deny the entire packet so they don't have to sign it so if it's a circumstance where they change their mind they want to accept it instead of decline it they can deny the whole packet and so what I would do is I would just only add the signature section if they are accepting if they are not accepting then go ahead and just remove the signature section completely they'll go ahead and delete it if it's already there or just don't even add it in um so that would probably be your best bet and like I said if they want if they change their mind uh you can either make it so that it's not required like I did here if they are deciding to decline instead of accept uh but if it's the other way around where they are um where you just don't add it in because you know that they're declining um they can always just deny the entire packet so I think that would be your best bet there so sorry I had to think that through Gretch and Rob I was just uh that's a good example thank you so much for for providing that's a little different example than what I've seen before but I I would just not add the signature if they're going to decline it okay Rob says that he said that they can just leave it blank so not required as the answer true um the only issue that you may run into Rob is that clients will just sign it without thinking so that's that's the only reason why I say you can just not include it in that circumstance and they can just choose to deny the entire packet if they do want to sign it if they change their mind on that all right perfect uh before I move on question that came in from Joe real quick um was about this form as we're prepared um this here not everybody will have this option automatically appear but yes that does automatically appear for some of you and it's just telling you who who was prepared by with my information on it um so that they'll know with the forms here who it was prepared by so good question there Joe you may not see that on yours depending on what options are available for the State Board forms that are sent in but sometimes you may see that come in okay excellent all right uh let's talk about just really quickly layouts we'll just take talk just a second about this because we're getting close to the end of our time so it took me a minute to put everything together for this document right I had to scroll through and add in and drag all the tools over if this was a document that I was going to use all the time what I would do is I would create what's called a layout when you create a layout you can name it and then the next time that you use this document just choose to apply the layout and you just grab the layout that you want to apply there and it will then automatically add in all the signature portions all of the text lines and the initials and all that it will add that in automatically so if you're putting together an arbitration disclosure like Rob uh was doing there then you can actually save it you can maybe put one in there as accepted and one is denied or just put it in there as optional for every time if for most of you on this call though the example that uh that you're probably going to be using uh this for is for a offer that comes into you so when you have an offer that comes in it doesn't automatically have all of the signature portions and everything especially since it's going to be a um it's actually going to be you know the buyer's agent is going to be sending sending this over to you and so it's not going to have everything in there so what you're going to do is you are going to instead of having to sit there and do this every single time do it the first time and then save the layout and then after you say the layout you'll then be able to use that layout for any time that you have a new offer come in so just wanted to throw that option out there let's go ahead and hit next you can customize the invite if you wanted to have a special message you're then going to go ahead and hit send after getting this sent out you're going to be able to see it right here you can show the participants you can click on it to be able to adjust email addresses if you'd like and then you can even resend unsigned participants or add a cc if you'd like to as well all right and that is the full e-sign on there I'm getting here real close into my time so I do want to answer one question that came in earlier about templates so you do they ask if you when you're creating your own templates which you are creating your own in that circumstance uh do you need to make adjustments when the forms change the answer is yes so unfortunately the system isn't going to know that you know Form B is now form a um unfortunately we we don't have the capability to do that so you will need to replace it in the template as forms are replaced it's a good question that came uh and yeah Sherry that's uh you brought up a good point so this is being recorded so thank you so much for your feedback on there this is being recorded everyone will get a copy of this we also have additional training material but at the top right there's a question mark with a phone number and an email address that you can connect with a phone number and email address that you can connect with and with that phone number and email address you're going to be able to call them 24 hours a day seven days a week if you have any questions whatsoever okay any questions whatsoever you are going to be able to give them a call or send them an email we do also have online training classes that are available 24 hours a day seven days a week so would love for you to be able to participate in those webinars we have guides that are written out that you can go through as well right now guides and we have short legged help videos these are just a couple minutes long a piece these shortly help videos beyond that I'm just seeing if there are any other questions connect with us via social media if you want to stay ahead of whatever we're working on currently whatever upgrades we're going to be going through and don't forget about our customer support Justin Mary thank you so much I do appreciate you being so kind and saying thank you I do appreciate that any other questions or anything else we have just a couple minutes left here so I just want to see if there are any other questions I do appreciate everybody connecting don't forget about those additional webinars okay those additional webinars and those help little help videos here uh they we do cover templates we cover uh creating checklists we cover authentic sign layouts uh so if you want to dig in more into the program check out our additional webinars all of them are free all of them are recorded and so you can connect and even if you can't make it onto a class go ahead and sign up so that you can go and sign up that way you can get a recording of it at a later date all right thank you for drawing attention to those resources John excellent well thank you David so much for having me on I really appreciated taking the time the North Star MLS here you guys it was wonderful connecting with all with all the different individuals on this call today and even get giving me some questions I had really had to think about there for a second I always appreciate some new questions and new ways to be able to use the program thank you David for setting this up thank you so much we appreciate it