Understanding eSignature Lawfulness for Client Information for Real Estate in Canada

How to eSign a document: eSignature lawfulness for Client Information for Real Estate in Canada

- [Instructor] In the past few years, I'm working with realtors more and more and I see that most of them sharing the same problem. They're using Zoho Sign in the wrong way. Now, the idea of Zoho Sign, it can be used like or any other system just for signing documents, and that's basic. When you have Zoho Sign with Zoho CRM, it can pull information from the opportunity itself and pre-fill the information in the contract. Now, that's what we're going to do today. I'm going to show you how to pull the information from CRM into Zoho Sign automatically and save time, typos and other problems. So let's start. First of all, we're going to create a template. I'm uploading the document, which is the contract. Now, the contract is up. I will give it a name. So lets say Listing Agreement. It will be good for seven days and I'm going to classify it as a legal document. First of all, the client will be the one who is filling in the information. Now, as you can see, I'm not writing the email and name. I will keep it open because the next time that they will assign a customer, his information will get prefilled by the system, which means it's saving time. Now, I'm also clicking on add me. I will be the second signee for this specific document. Now, if you have more people, you can go ahead and you can click on the plus and add more people. But for now, it will be just me and my client. Here, it's a very interesting setting. I like the system to notify my client to sign the document on a daily basis because I don't want to babysit him. Zoho will do it for me. Now I'm going and clicking next and that's the magic. So here you can see a section prefilled by you, client and Lior Izik, which is me, the agent. In that case, I will click on prefilled by you and I will start to load some information that the system will pre-fill for me. So let's start here. The seller will be the client's name and I will grab... Let's take the full name. Okay, and that's good. Let's assume that this is the address. So I will grab here the address. I'm taking a text field and that will be street and let's say that that will be the city and that will be, let's say, the province. Here, the client supposed to have sent initials. I will drop them, and that's something most agents are doing correctly, so that's fine and there is also one for me. I'm clicking on myself and adding the initials. Let's assume that the document is done, everything is good. I will click on save and now we have a listing agreement template. Now we're going to my customer and I'm going to send a document for signature. I'm clicking on use template, Zoho Sign template and I'm loading it. As you can see here, I have all the four fields that I selected as prefilled by you and those fields will need to be assigned to Zoho CRM variables. So full name will be the contact name. So I'm starting to write here contact name and now you can see that details are being prefilled. That will be the mailing street. State, I think. Yeah, mailing state and city. So I have all the details being prefilled. As you can see here, the client is also being prefilled, I'm prefilled. Everything is great. I'm clicking on next. It will take me to the document. Everything looks great. It's for seven days. I have here the client email. I'm clicking again next. Just verify that everything looks great, and then I'm sending the document for signature. That's it. That's the idea. You don't need to do more than that. Now, guess what? The second time that I will click to send a document, I will use Zoho Sign. I'm clicking on Listing Agreement. The system already remember the way that I assigned the values which means now it's becoming much, much faster. I can just click on next and proceed. So that's really the way that I want you to work with documents from today on. Stop wasting time. Stop having errors and bugs.