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[Laughter] hey everybody i want to take just a couple of minutes and show you guys how to use digisigner so digisigner is the electronic signature program that florida luxury we give you guys to use uh there's no cost to you you guys do get the pro version so let me show you from the back office this button right here says launch to designer now you don't have to launch from this you can just go to digisigner.com but it's just as easy if you're in the back office already it's right there if not digisigner.com when you go to login it'll ask you for your email address and your password now if this is your first time logging into digisigner just put in the email address that you have registered in the back office right so if you come in here go into my account and go into my contact information whatever the email address that you have in here is the one that it will use so in this case we put in that and then click the forgot password button what it'll do is it will send you an email and then you can create your password so we'll go ahead and log in there we go and you should see when you log in that it says digisignerpro if you don't see this pro version then you aren't using the right email address so you want to make sure you see the digicenter pro otherwise i think it only gives you three documents at a time that you can do and then it wants you to pay for the pro version but like i said at florida luxury we give you this for free okay so i'm going to show you guys how this works it's pretty straightforward so up at the top left you have the orange button that says upload document so we're going to come in here and let me just go into my downloads so let's just say that i want the seller's disclosure and that i also want the contract package now these are saved wherever they are on your computer okay when this pops up it says your pds pdf has form fields do you want to include them by default we're going to say do not include fields and remember my my decision um because i wanted this to pop up so i can show you guys when i do the training i don't click remember but you should so do not include the fields now i've just uploaded these two documents so what i want to do is i want to put a check box next to those two and then i want to come up to the top i don't want to use these send for signing buttons i want to come up to the top and click send for signing now i can call this actually let's just call this the 5392 mariner contract package okay first i want to open this document so i click open doc and it allows me to put the signatures and dates and everything that i need in here so signature field we're going to click here for buyer one i'm just gonna resize this just a touch just so it kind of fits in the space and then i'm gonna use the date field now what's vitally important here is that you see sign and edit this is my signature my initials text date and check mark this is if you have to sign this document i'm going to show you where that comes in here in just a second this bottom set is for your signers so your buyers or your sellers in this case we have signer one but let's say for a second that there were two buyers so we had buyer one and buyer two what i would do is when i come down here i have signer one and then i have the option to add a new signer so this will be signer two and i don't need to put the email address in there just yet but when i do this you'll notice that the color changes so i have signer one and signer two but the cool thing is you see how this box was the same size as the other once i set the size the first time it remembers all of that so you don't have to go in and resize it every time you only have to size it once now if i want to switch between signer one and signer two i have the ability to do that right here what i typically do is if i have multiple signers on a document i go through and put in all the signatures all the dates all the initials for signer one and then i come back to the top and do all of signer two so what that allows me to do is not make any mistakes to where i put two initial fields for signer one and i forget signer two or something like that it's just something that i have gotten in the habit of doing so it may work for you it may not that's totally fine uh you can do it either way so again buyer's initials if you click just below the line here it will put it right where you want it to be so again i want to come in and just resize this the first time just so it fits in my little box and then when i come down here the second time you'll notice that it's exactly the right size and then the same way i can do my buyer's signature i can do my buyer's date all those things goes all the way through so i would go through and put this on each page now when i get down to there's two documents that you as an agent have to sign the lead-based paint addendum and the hoa i'm sorry the uh fha va addendum which is this one so again i'll put my buyers initials up here and you would go through and put these on all of the documents but i'm obviously skipping because i don't need to show you guys how to do this 47 times that put the date field in here just like this done now right here is broker or agent so this is your buyer this is going to be you so when you come in here to my signature and i've got mine set up for heather because she does all of the deals i don't actually do them and then date signed comes in here so this actually puts your agent or your signature as the agent right into this document okay come all the way through click done it's going to take us back to the other screen we're going to do the same thing for document 2 open it up signature field now again when we open a new document we're going to have to resize it the first time so we just kind of grab the corners and get it the size we need click date done done okay so now we have these documents all put together so we want to create this bundle so let's go ahead and create the bundle so signer1 i'm just going to do it for me so that i can show you guys kind of how this works and then please sign the 5392 mariner contract let's go ahead and send it you would put in the address for both signers but obviously there aren't two signers that's just gonna be me so let me come over here and this is the email that your customer will receive so you guys can see exactly what it looks like they get this email that says ocean team has sent you a document you click to open it right at the top they're gonna click i agree and then this button turns orange to say get started so pretty straightforward again we're going to click start and it will ask it'll take them right to this first one and ask them how they want their signature to look so in this case they can type their name in this box and they can pick one of six styles i'll just go with this one takes me to the next one click it same thing for initials what do you want your initials to look like they type their initials in here whatever it is if they're using a middle initial then they need to put that in here as well click add signature initials initials signature signature and then this orange button pops up and says done when they click done it's going to finish and it says you'll receive a copy in your inbox so they will actually be emailed a copy of this document but if for whatever reason they want to they have the option to download it right here so no problem we're going to go ahead and close it now i'll go back and it says completed so because i was the signer here it's going to show it completed now when i download this package you're going to notice that at the very end it puts that audit trail in there for you guys this is so so so important we have to have this audit trail for compliance okay so you'll hear the admins tell you your deal is missing the audit trail this audit trail shows who signed it the ip address and the email address that it was sent to what this does is it shows for legal compliance that the buyer or the seller or whoever the customer is is the one that actually signed this document okay so we can download that one we can download this one same thing it's in there let me zoom this out and then your audit trails at the end these are ready to be uploaded and split in the back office if they excuse me i got hiccups if they need to be okay so you can download this you also will receive a copy of this email there it is this is you as the agent that sent it also get the exact same email with those documents with the audit trail okay but let's just say for example that you accidentally delete the email or something happens so i'm going to refresh my digi signer and it'll have a little green check mark here showing who it was sent to now if i click this document and open it it's going to have the signatures in there but it doesn't have the audit trail okay so if i just come in here now normally i would have the option to download it but actually i still do it's right here this is what a lot of agents have been making a mistake in doing they come into this document and they download it from here but it doesn't have the audit trail and we have to have that for compliance so instead what we want to do is come over here to more and use this download button so from your document package more download when i download this package it's going to download as a zipped folder but it's going to have both of those documents in it and it's also going to have my audit trail at the end right there so make sure when you guys are downloading these documents that you're not just clicking on the title and downloading it from here but instead you're going to more and then download that way you guys can have that audit trail now here's the other thing that i would encourage you to do some people agents have said hey this gets really cumbersome to try and go in and find all the documents as they pertain to a particular deal so what i would encourage you to do is once you get this done create a folder that's called let's just call it mariner contract because that's the one i'm using now what i can do is i can click on the documents that pertain to whatever that is and i can actually move them into that folder so now they're all right there so it's a way to keep this nice and organized a way that you guys can keep all your stuff together and you're not going to have any problems with it for the love of all things sacred do not come in here and delete these i've had agents that have said hey you know once i went in and uploaded it then i went to my digi signer and deleted it guys don't do that because there inevitably will be a situation where somebody will come back and go hey can you produce this document it's so easy to just go ahead and keep it saved in your contract folders nice and organized easy to find and it's all right here ready for you guys to go so that's digisigner it's pretty straightforward as you guys can see even people who are not exceptionally technologically savvy should not have any problems with this so if you have any questions please let us know but hopefully that's helpful and gives you guys a good overview of digi signer and how to use it thanks so much for watching and i will talk to you again soon