Ensuring Online Signature Legality for Interview Non-Disclosure in Mexico

How to eSign a document: online signature legality for Interview Non-Disclosure in Mexico

[Music] let me ask you just so you said that when I'm s sending say an NDA alone to a buyer I don't have to do it in two steps I can just send it for electronic signature but that assumes that I've got I have filled out all the information about the buyer and I'm just sending it to them for Signature so for that I'd have to first get some information from the buyer about whether they are a sold proprietor S corporation Etc because there are those fields in the NDA right so how's that I was my process right now is that I just send a formatted form to them they just fill it out and and uh and sign it at the same time but if I'm doing it through here then I'm just sending it if I have to do it in one shot I'd have to fill in all the information and send it to them just for Signature correct correct I I mean well yes and no because so let's go back to the templates for a minute and and let me just go into um let's just get the confidentiality agreement yeah so if I create that okay so we'll get the cab information all right so I don't use a fact um basically this this actually should come in anyways correct not and I don't know what it is so I'll just do that for now yeah so the business um the business description we'll say we'll say a um I don't know liquor store whatever correct and by the way is the business ID the one that appears on the uh representation agreement at the bottom of the representation agreement what is no I mean you're business ID can be anything you assign it it's your internal ID so you know it's just a way that you have of identifying the the business without giving the actual um name of the business okay so it could be anything okay I thought maybe it's the number because I first created a mock representation agreement and when I click on that there's a number at the bottom of it I thought maybe it's referring to that that becomes no you can I mean some people have in you know they might have like 104 985 or whatever Dash and whatever the broker initials are yeah just like escrow does you know yeah I mean other people do it differently so whatever it really doesn't matter yeah what it is it's just a way that you can tie it back to a given business in your system right so I I know that um when I was using deal relations for a while deal relations would automatically assign a business ID number yeah and so does our our our CRM yeah at trans automatically does that then just use that number and then that makes it okay okay so I see what you're saying here the so the legal structure that can always be changed later I mean if you you can ask the buyer you know obviously you have the buyer's name so if we have you know John Doe yeah and and he's he's the contact yeah if we know that he has a corporation or that he's um looking at this on behalf on behalf of his Corporation then we can put the corporation name in yeah and indicate that it's a corporation but if you don't have that information then I would just you know just leave it as he's so it can always be Chang so usually with our current process right we get that information when they are completing the NDA with this process if I want to do it in one shot just fill it out myself send it to them I'm just limited by whatever information was in the for example if it's inquiry through bis by cell right as you know bis byell is going to have their name email address and phone number right so get an inquiry on a on a business Lor store through bis byell so those are the three pieces of information I'm going to have byell email so that's all I can fill Bas so I would just put in the buyer name and the contact name is the same you don't really have a title um and you know their email be yeah John Doe gmail.com or whatever yeah and you know yeah so and I'm not going to have that address either at this point in time to no this yeah yeah so what you can do though is when you set it up for Signature so let's say this is all the information you have you're going to save it you know if we do a print preview here and we're going to see a couple of things because it's going to want it's going to show um okay so the address signature date the address is the only thing really that's blank here yeah that we need them to fill in so at that point when you set it up for Signature okay you're going to change this to go to E signature and then you tell it to start signing yeah and when you do that it's not actually sending when you click Send it's actually just um giving you the ability to drag the fields on there yeah so at that point okay it puts signature over there for you you drag the date over you have to make sure that you reformat the date so month day year otherwise this it might be a problem yeah they should change the default to month date here right yeah we've requested that and and that'll be coming um here you just drag a text box here and that way the the when you send it to the buyer for Signature they're going to have to fill these in okay so they'll fill in their dress their address at that point got it actually could you stay on this page I was going to have a separate question about legito sign I might as well ask it now and then we can go back the initials same thing you have to you know you have to use a text box because they don't have initials over here yeah you have to use a text box which is a little clunky we've requested initials initials yeah [Music] exactly