Unlock the Power of Online Signature Lawfulness for Property Inspection Report in United Kingdom

How to eSign a document: online signature lawfulness for Property Inspection Report in United Kingdom

Hi, there. This is Brad Teixeira from the video department at InterNACHI. I'm here to show you the online agreement system. we're starting on the members only dashboard page we're going to click on the online agreements icon all right here are the two major topics will be discussing here creating new agreements and also creating and editing your agreement templates let's click on the agreement templates and you see we have a list of energy template agreements already set up for you we're going to just click on the energy residential agreement view and we're going to click and hold and drag all the way to the bottom there we go we're going to right-click it copy and go back up to the top of the page we're gonna go back to templates and because we are creating a custom template going to create a new template we're going to right-click in the content field and paste that residential agreement this is where you can add language that your business attorney suggest i'm just going to use my custom language is an example or you can take out anything that you don't feel that in to be in the agreement i'm going to add enable this my agreement and scroll down to the bottom and save this template all right now we have our custom agreement we can click on this to save as a default so that you can use this agreement multiple times we see this as the default alright so now it's your default and you can come here and you can either edit or delete it if you need to add or take out anything in that agreement we're gonna go back to agreement overview we're going to click on new agreements and see we have our custom agreement waiting for your use and the beauty about this drag and drop system is that you click hold and drag so we don't even have to use our agreement we can use maybe a general release form but today we're going to use this our new custom agreement maybe we add a hold harmless clause in there and maybe a thermal-imaging addendum scroll back up to get in there and if you notice if we click hold and drag we can change the order in our agreement that looks pretty good and then hit continue alright and takes us to our agreement already set up and put together with our old harmless clause and are infrared addendum going to add the clients name clients email and we're going to go to them and make sure that all of the yellow fields are filled out we can add our name initials and we can either check allow an agent of the client to sign the agreement if there's other people working on the project but we can leave that blank and we're going to save agreement and the beauty is that we have this URL that we can send to the client and we also have a generated message that you can send through your email and you can see see sent to your address and we've been hearing that you had a lot of problems emailing out maybe with gmail or yahoo that has been going into the spam folder what we like to suggest is sending this year well through your business email so that it won't hit the spam folder and before we take a look at the agreement that your client will see we're going to go back to our agreements we're going to see you or agreements and we can see that we sent it out to the client but it's not signed yet so if we need to change any language that your client is not comfortable with we can go back and edit and remove some of that language or if the client did not receive it for some reason we can go back and resend that agreement all right so we're gonna go back we're gonna go take a look at our agreement they were sending to our clients the clients going to put in their email address and click on get your inspection there we go the plan will be able to see the agreement and they would go down to the bottom check that box put their initials in there and can sign it and click on securely sign all right easy that was for that client they creates a PDF that you they can download and you'll receive an email that they have signed the agreement you can just go down there they can see that they checked and signed all the boxes we're going to go back to our my agreements we can refresh the page and we can see that our client and they signed it on this date at this time and we can go in here and we can also view it and also printed out as a PDF and if we just need a basic agreement not something custom and go back to new agreements and what we can do is we can take out our custom agreement that we've created and just say we just want to use regular residential agreement we can click continue and we would do the same thing we can fill out the clients name fill in the yellow fields with all the information initial and save agreement I hope you found this video helpful as always we're open to feedback and suggestions to see more how to videos by visiting not sure . or forward slash how to