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hey guys this is Leah with Scott Lavoie marketing and in today's tip video I'm going to show you how you can create templates in DocuSign to be able to utilize in your room to send out if you need to send out a telex disclosure for your clients to fill in for example I these steps are great to go through in order to prepare the form once in the e-signature side of your DocuSign account so that you can pull that into your envelope for every transaction moving forward to save you a bunch of times okay so this will take a little bit of time to set this up however once it's set up then you're good to go for the duration of your real estate career and sending out that template all right so let's take a look at that first hand and so right now I am logged in to DocuSign alright so where we go to log into DocuSign is real estate dot DocuSign com okay so again that's real estate dot DocuSign com and that's how you'll access DocuSign however i just want to note real quick in this video that if you are going to set up a transaction for the first time you'll always need to go through command first at agent dot kW com to ensure that your DocuSign room links up to your opportunity in kW command so just quick quick note on that if you have questions on how to do a transaction in command that is on SLM training com I have some great tip videos there on them alright so how we go about creating a template here is so go ahead and click on I'll either be your initial or headshot on the very top right of DocuSign and we actually need to switch to e signature so if you're still working on getting logged into DocuSign no worries feel free to pause the video so you can catch up then once you're logged in to real estate dot DocuSign comm go ahead and click on either your initial our head shot in the circle on the top right and let's switch to e-signature alright so now I'm in the e-signature side of DocuSign so now where we need to navigate is on this top toolbar you'll see a templates option let's go ahead and click on that so you see that templates option on the top toolbar and we're going to want to click on new on the very left hand side of your screen so big yellow button let's go ahead and click new and then select the first option and that drop-down create template ok so again we're in the e-signature side of DocuSign guidance like on templates on the top of your screen new and create template so that first option of course guys if I lose you at any time feel free to pause the video you can even rewind it to catch up and overview it even further alright so at the top here we'll go ahead and name it the template so um if you would like to name it you know the form name or I'm going to pull in let's say an offer to purchase template actually instead I think I'll do a residential property disclosure cuz I I guessed about this a lot just close your template so what I've noticed from the residential property disclosure templates and this might not be the same for all of your forms right cuz all of your forms are slightly different since they're added you know by your office and therefore your local board and so forth ok so but I have been seeing quite often that the residential property disclosures and DocuSign are fillable by the agent however when you go to send that form in the envelope and DocuSign it does not allow your clients to actually fill that out and of course they would need to fill out the property disclosure so let me show you how you can add a property disclosure to your templates add the forms so that once I add the fields so your client can fill out the property disclosure ok it's at the top we're just naming that and then as we scroll down we want to go ahead and add a document to our envelope so I got and click upload okay so this is uploading a form from your computer so you would need to have saved on your computer the form as a PDF okay so you can navigate on your computer and double click on that to pull it in okay so I pulled in the residential property disclosure okay for my area and you can go ahead and do that if you have multiple templates you want to add right if you send let's say in your listing package that you send to your clients initially if you send to forums like a listing agreement and if you're working with real estate agents or whatever it may be called in your area you can add more than one form here to create a template for your listing Docs alright so just remind you these are PDFs and we're coming down to recipients here so in this recipient we don't need to actually put in a person's name right we're setting up a template so instead this would be like seller 1 as the role so we're just putting in the role no name or email right we don't know that yet so we've seller 1 I'm going to add recipient first seller 2 and I see that both of them need to sign it so I'm good there now I want to add even further so let's say I want to receive a copy once it's signed or let's say my transaction coordinator wants to receive a copy you can go ahead and select the receipts a copy and do your transaction coordinator so that they receive a copy once it's been signed ok and you can of course fill in this email subject right here you can see the default and maybe I could put in a little message right here that says please let me know if you have any questions all right so now I'll go ahead and click Next ok you can click the next button either on the bottom or the very top right of your screen to take you to the forum ok so again if you miss that once you adding in the recipients you include next on the top right that big yellow button to go to the actual forum so we can start editing it now the main thing to note that is very different than da loop is on the top left you'll notice you have seller 1 and seller 2 okay so they're both listed they're both roles and when you're actually doing this in a DocuSign room it would have your clients name but what I'd like you to note is the colouring of each one of these dots so if I go ahead let's say I want to lay all the text fields right so as I scroll down I see it's a PDF okay the nature of a PDF is that you can't fill it in so the idea behind this is we can add text fields to this PDF and save it as a template so that when it comes time for your next clients to fill out the seller disclosure you can simply grab this template and shoot it off to your clients and seconds so that they can fill in the form so what I'll need to do here is come on the left hand side so under where it has the dots on the top for your clients roles with the colors you'll notice a bunch of fields going down your left hand side so in this case I want to go ahead and let's say pick text when I select the text option it'll start following my mouse so I can line that up and click to drop it of course you can resize this field by hovering your mouse over the corners to pull that to any size you want now what I really want to point out to you guys is again the colouring of this box so right we see two colors here seller one is yellow seller two is blue and I see that the field here is yellow indicating to me that this field is assigned to the first seller if I were to switch to seller two I would see all these fields have turned blue so if I laid one of these it would be assigned to that client and that's a great thing right if you need your clients to sign something for example like right here right we can add the signature fields based on which client happen to take it back a step before we add signature fields let's talk about the best way of adding text fields because this is actually something I've been playing with few months to figure out best practices and so this is what I found as the best practices its a1c lay a text box again we don't want that text box to be really even filled out by the client right I want to go ahead and put in the property address if I leave it yellow like this DocuSign will mandate seller one to fill out this field I don't want that right I'm filling in the property address as the client so instead go ahead and click on the field on the right hand side you'll see a couple options here required field we want to uncheck it's very important this part so notice right when I click or uncheck required fields it turns it from yellow to clear right indicating it will no longer be a required field for that client I'm going to mark it as read only okay I don't want the client to fill that out I want to fill that out okay as agent so we've required field and read-only now this actually a bunch of agents have pointed out that when you do this practice and go to recipient preview only seller one will be able to see this box since it's technically a yellow box if you want both of your clients if there are more than one client on this transaction you have to do this extra step you'll need to go ahead and again click on the text box so anytime you click on the text box you'll see this editing pane on the left-hand of right hand side and actually let's come on down to collaboration you'll want to make sure that you click on recipients can collaborate so that both of your clients can see this field okay so again the three main fields that you need to you know point your attention to on this right-hand side once you click on the field we need to uncheck that it's a required field we need to check that it's read-only so they can't fill it out and then we want to come under collaboration and mark that as recipients can collaborate so both of your clients can see that see what's in that field now while that was kind of a pain totally with you we can now save this as a custom field so that we don't have to go through and toggle those settings every time we can just lay a custom field that has those settings built in okay so let's say I want so I clicked on save a custom field on the right hand side alright and I want to save this as um let's say my template text field whatever you like her name it alright you can add an initial value I'm gonna take that out because I just don't want it to be saved in my custom field okay but if you wanted something to actually be written in the text box automatically when you added it you could go ahead and fill that in here so it already has these settings that I wanted required is unchecked read-only is checked okay and as I come on down I'll go ahead and click Save okay so we don't have to do a whole lot there I really just have to click Save so now we're those sit on the left-hand side okay let's take our attention now if we need to add more of those custom fields that we just added on the left-hand side here I you'll see a bunch of different fields on the gray toolbar typically we're always on the standard field so typically you're always looking at the top option here with all these standard fields but on the gray toolbar we can come down the custom fields and we can add that one that we have added in so let's say I name that one right the template text field for both clients whatever makes sense to you so I can see when I click that it's the same exact length the text box I can see that the settings are correct on the right hand side okay however I do want to point out to you guys that for whatever reason it looks like you always need to come down and check when the recipient can collaborate so again this right here is necessary if you want both clients to be able to see the field which typically you would hate to make sure if that's the case it is that extra step that you need to click it right but that is fix for that issue there okay aside from that we can go ahead and drop even further fields here so I'm coming back to standard fields all right so the custom fields is right under it so it's all in that grade toolbar on the left hand side so for standard fields here now I could go in and add in the signature boxes so I want to add a signature box for my seller one and seller to buyer two to sign there and I'm switching the top drop-down right the blue ones are assigned to seller two so I know seller two will be able to sign that and now as I switch to seller one I'll notice all these fields are now yellow so I can select the signature field lay it where it needs to go and click to drop it okay so I can see right here just like quickly looking at it that my seller 1 and seller 2 will be able to sign that and they will be required right anytime that's solid color like that that means it's a required field your client will be mandated by the system to sell in that field and what I've seen as well these signature fields do not are not time and date stamped so you'll need to get the deep signed field on the left hand side to add that as well and that's slightly different than dot loops I just want to point that out it's a lot of the date signed right and just notice how I am switching back and forth to get to the correct client so I can drop that all right if it's a field that your client will need to fill out let's talk about that right there's a lot of those on the property disclosure so you will need to select which client we'll be filling out the form typically first right you'll notice right he does have that collaboration feature however you'll want to let's say you know let seller 1 know hey I have assigned you to fill out the form please open and fill out the form first and then sign it and then have your spouse or seller to go in and sign the form alright and of course you can give them the ability to collaborate if they want to work on it together but that tends to work the best where you allow or tell one client to fill out the form first have them sign it and then have the second clients sign it from very now okay so if it is filled cite your clients will need to fill out so on the left hand side here let's say all out of text box I really don't have to do a whole lot here it's automatically good to go if you want it to be required you're good right if it's solid blue solid color that means it's required if it's an optional field so what it means by required is that won't let them finish the document until they fill in that form so if it's more of an optional field you can of course uncheck it it will let them fill out the form but it will not mandate them to fill out the form yes of course you can play with these two options requiring your client to fill it out or if it's a read-only you can of course lay the text boxes here I'm sorry check boxes and of course my form looks a little different right if your your form will look different if you're not in North Carolina so that's totally fine fletchling give you a heads up that you can go ahead if your box or if your form requires checkboxes you can go ahead and lay those in just a heads up right because you'll notice that if you lay a checkbox it then stops following your mouse you can lay multiple at once multiple checkboxes by holding shift and then clicking so if you click on the checkbox option hold shift on your computer on your keyboard talking for too long today apparently hold shift then click you'll notice it will start following your mouse right so I can continue laying these check boxes by holding shift on my keyboard to lay all of those down okay so you get the idea where you'll want to go through the entire form add the text boxes okay you want to add any new text field signature fields are a big one of course so this is a PDF so you will need to add in all of these fields onto your form alright when you're working with interactive forms in your DocuSign room you won't have to take this step but again I have seen this is a necessary step to allow your clients to actually fill in the property disclosure so let's take a look at now applying that so if I click Save and close on the top right so save and close I can see that template so I can always come back to edit it but now I'm going over to my DocuSign room so I can show you guys how you would actually apply a template if you want to do this with me feel free to pause the video so you can get into your docking room or you can just watch on here okay so where I'm going to go is this envelope section this is a little funky I bet you expected me to start the documents and I did too when I first learned how to do this so instead we go into the envelope section so to pull in templates we always go to the envelope section okay there's a noteworthy moment of this class that would be it if you want to jot that down cuz kind of weird kind of funky I'll go to envelopes first and we'll go to new on the top right of all fast I clicked on new on the very top right under the envelope section it's a big blue button that says new on the top right indicating you're creating a new envelope now if you're very confused about what the word envelope means alright try to think of it like snail mail right we literally have an envelope what I'm going to do is I'm now going to select a form that I want to stuff in that envelope and then add the recipients to that envelope as well so in this case I'll click on use a template alright so from the envelope use a template is the option will want to pick and it will take you over to your templates here okay ethene practicing it with it that's why I have a bunch of blank ones up top alright so you shouldn't know your templates should be near the top there but if you need to scroll feel free I can see the template that I have created here and the date I created that so I know it's the most current one and I click Add selected so now I see that that property disclosure has been added from my templates I'm going to change the name I'm just gonna add I like to add the forum name residential property disclosure so I know what I sent in this envelope just for my reference so now that we have the form added in and we need to go ahead and add their recipients right you wouldn't put an envelope in the mail without recipients on the front front same concept so pre timed roles here is what I'll select that's generally what you want to do guys is from the add recipients you can select it you know any of these roles if you want to do pre tank roles or the room participants or email address okay but if you do have your clients in the details of your room I'm not sure I do I do all right you can go ahead and click the pre tag roles that's typically the easiest so that you can tell your tell DocuSign who is seller one and who is seller two from that drop-down and so we're picking from the drop-down who our clients are and if you're not seeing your clients from that drop-down it probably just means you don't have your clients added to the details section of your document room and that's okay you can also click add recipients and add from email address then that's totally fine as well alright so now that I have them selected I'll go ahead and click Add select it and I can see my clients here and if I want to add recipients so that my transaction coordinator would bcc'd as well I can do that I would probably do that by add by email and draft so I could add my transaction coordinator and give her the ability to view that or receive the copy now let me show you that so if I added by email address let's say this is my Tammy transactions we have an email address of let's say if she needs to receive a copy of that and what I want to actually do is I'm going to change this to a two here I want my transaction coordinator to receive a copy of the four after seller 1 and seller 2 have signed it so if I give her a - she won't receive the form until after the first the client signed the form then she'll receive a copy so that's very helpful as well hey if you would like to edit the email subject and message and click Next on top right ok so now that I have added that right this is that template that we created if I scroll on down I'll start to see all of those fields that I filled out so now right I'm in the midst of the transaction of course it's time-sensitive because one is real-estate not I'm in a hurry and now I can just shoot off this template without having to do anything except maybe fill in the property address hey and the new things ok so I'm gonna have to fill out a couple things and then I'll scroll through make sure all looks good and click send I always like to look at the recipient preview just a heads up on the very top right to make sure I set it up correctly that both my clients can see the fields and sign the field so on the top left here I can see well I'm viewing that ads if it's Tony Stark or Pepper Potts those are my two clients here and I can click on that to control which fields the client is be going to be able to see and sign for that matter now once you're you're happy with the preview of this I can go ahead and X out of that on the very top right and you don't have to do this step guys it just really lets me sleep better at night knowing I've set this up correctly so you can always see that on the recipient preview and then go ahead and click send and that will send it over to your clients and let you know as soon as that's been filled out ok so that is an update on how to create blitz in DocuSign okay that Collaborate checkbox was the big update on this video and so if you have any questions on that please do not hesitate to reach out to me support at scott Lavoie marketing comm and let us know if you have any documents as well alright guys I hope this helped I hope you have a great rest of your day take care