Add Construction Equipment Lease Proposal Template Email Signature with airSlate SignNow

Add Construction Equipment Lease Proposal Template email signature

[Music] look look at the door handle it says pull you're pushing you you have to pull on the door yes are we good you pulled okay excellent next time yeah I get just next time read read the door and says pul L all right okay so you're inside we're good hey good bye oh hi how are you I am Matt Moore director of technology for Keller Williams awesome Northwest and this video today is about putting your information about brokerage services and your consumer protection notice on your email signature I've had a lot of inquiries about that and I decided to create a video because of that this is a requirement by the Texas real estate commission and we need to stay in compliance with them because it's not a good idea so to not be in compliance so this is a three-step process first we need to download the videos not the videos we need to download the documents and fill them out on your local computer then we'll need to find a place to host them on the web so we'll use Google Drive for that because everybody with a kW account has a Google Drive account so that's good we'll share those documents on Google Drive to the public which is great the next step is is we'll go in to our gmail account aka kW com account and add those links from Google Drive as hyperlinks on your email signature so let's get started with that with step one let's download the documents first thing I have them hosted here on support kW austin.com Forge slash Trek you can download both documents so this is where we download them to our local computer most importantly is the information about brokerage services and here's what we'll do I will create a folder on my desktop to save these guys and so let's do that now I will just drop this down as well new folder we'll just call this trick setup that just someplace that you can remember that they exist all right back to the website here let me close this out okay so I'll right-click and save as however you do it it doesn't matter if you're on a Mac or a PC the it doesn't matter if you're on a Mac or a PC the process is the same you just need to go ahead and get those on your desktop now there is something that you do need to take note of you probably should have download Adobe Reader or some type of PDF reader that allows you to fill in forms and I'll show you what I mean in just one minute so here we go in Trek Docs I abs filled in right-click will save the consumer-protection notice as well save okay so they're both in there now we need to open up that information about broker services document and type in our stuff so I will refer to this folder I just created slide over I abs filled in now it's filled in with other information you'll see let's see well keller williams realty jean grub and alice and then you'll need to put your name in here so we'll do that and we need to add our license number in there notice this time it opened up in Adobe Acrobat right so that's something you need to take note of if you have trouble filling in the PDF you probably need to download Adobe and phone number there we go so now we just need to save this document I'll go file save save in trick Docs right here my abs filled and save it already exists yes it does I'm saving over the top of it if you want to name it because you want to keep the original document that's fine I'm just gonna write over the top safe great we'll close that out let's verify that we do in fact have it double click scroll down information about brokerage services and there we are with my name I guess I'd follow the convention and do all caps but for the purposes of demonstration this is fine in fact lower case is probably fine too alright close that out so the next step that was step one step two is going to be to upload that to your Google Drive so we can share it to the public so let's do that now I know so the first thing that we need to do is go ahead and log in to Gmail doesn't matter where you go in the Gmail world but we'll log right into the gmail account by typing in your kW account and also your password right here we go I am in Gmail and we need to go to Google Drive to get those documents uploaded so let's do that at the top right corner here I can click the plus sign and then click Drive great we're here it looks like I've already created a folder called check docks from a previous demonstration but I'm gonna go ahead and delete that so it's probably a good idea to go ahead and create a new folder for the documents just so you can house them and keep things organized in order to do that I can right click anywhere in the Google Drive window and click new folder and I'll just call this track Doc's create and there it is now we'll go into this folder by double clicking and we'll see that there's no files in there because we haven't uploaded anything however there's several ways that you can get files to Google Drive one you can drag and drop directly from the desktop I'll demonstrate that and then I'll also demonstrate another way where you can just click the new button up here and upload the files let's do drag-and-drop first first thing I'll need to do is grab my window and you know minimize it a bit I can take these documents right here from the desktop and drag them directly into Google Drive notice that it's uploading I'll expand the window and we see that they're there so that's one way that we can get them in there now the other way is clicking the new button so I'll remove that just to demonstrate the second way that we can upload the files by clicking new and file upload our folder upload would be another way but I've already created the folder so let's do files file upload and I can drag both of these documents in here by highlighting them and clicking open and then we'll see that it's uploading both of those items and they should show up in any minute there they are ok consumer protection notice and I abs filled in so we have both of our documents on Google Drive however no one can get to them until we share them with the public so in order to do that we have to right-click each document and click share so I'm going to share the consumer protection notice now click the advanced right here because we want to do some few things one we need to change it to where more people than just yourself can access because currently the access permission is set to private so I'll click Change here and I'm gonna go turn on anyone with the link can access no sign and required that's what we need because the public needs to see it so we'll click Save on that document we also need to copy this URL this is the direct URL that we're going to embed in our email signature so when they click on it it'll take them directly to Google Drive so here's what we need to do I need to right-click and copy that to my clipboard well it's a good idea to save these links somewhere so we can reference them later so I'm going to go back to my desktop on the Trek Documents folder that I created and create a new document just to paste this link in new text document here and we'll just call this track links and you'll see if you're not getting it while I'm saving these links you'll see in the third step here why so I'm gonna paste this link and I'm gonna name it so I know what it is this is the CP n or consumer-protection notice now let's share the other document we'll click done here then I will right click this document the IUB s and click share as well advanced change the access permission to anyone with the link and click Save next copy this link there we go and this is going to be the I yes okay there we have it we have both of our Trek links and we can save that there in fact it might be a good idea to go ahead and upload that to Google Drive two in the same folder so you can always reference your links if you need to put it somewhere else besides your an email signature you'll have them so I'll go ahead and just drag Trek links into here okay so now we have our document shared with the world here which is good and we kept our trek links which we're going to need I'll probably reference the desktop version but anytime you need to have these links for some other website or something like that that you need to publish your abs and CPN on when you have them now and they're not just isolated to your desktop which is the awesome thing about Google Drive by the way so let's go to our Gmail now and put these in our email signature if I click at the top here notice all these extra Google Apps we're in Drive now now I can go back to the mail because this is where we need to be I'll click that and at the top right corner we see here settings so I'll click that little gear and then I'll click on settings again this is where your email signature resides under the general tab if you scroll down looks like I left some demonstration from last time but let's do this fresh here we go let's start typing in the name of the documents that we want to link Texas real estate commission consumer protection notice there's one Texas real estate commission information about brokerage services okay so we've got both of our documents let me go ahead and link them now so if we highlight it like so and click this link in the chain we can then reference our links that we created on Google Docs our Google Drive actually and paste them in so let's do that I'll click this link here and let's drop down our browser and go back to the folder we created well it's right here but let's go ahead and do it open up Trek Docs here's our trek links and we have highlighted the consumer protection notice so I'll grab that link here that we created and right-click copy then I'll bring back up by web browser and paste in that link here we are so I'll click OK and notice we have the all-too-familiar hyperlink here great okay so that's one and we'll drag this one here and do the same thing click the link in the chain now we're going to link information about brokers services I'm gonna drop that down and highlight information about brokerage services right click copy open back up the browser right click paste ok yay now we have both of our links and our email sig and from here what we need to do is go ahead and type in your name at the bottom or whatever your signature may be so remember this needs to look as if it's in the body of your email the the TREC links here so now I can do the math you more right and my number and email address whatever your signature is even if it's a picture or something like that the other thing that we need to do is make sure this box is checked too that says insert the signature before quoted text and replies and remove the dash dash line that precedes it so it what happens is is that it will create this dash to separate your body from your signature which is good in most cases except here it's not because this needs to look as if it's in the body so that's one way we can do that without having to link it each time we create an email so now we can scroll down and click Save Changes okay so let's go ahead and look and see what it your email looks like if you send it to somebody well first of all we see my signature shows up here but I can't click the links rightly so let's test it out I'll send an email to myself matt moore @ KW comm I'm gonna say testing Trek links about that sand I should receive something in my hair does testing track links to me let's open it up now they'll be clickable this is what people will see if they have Gmail they'll see the attachments this way as well but when I click on each one of these documents because I shared them with the public it should pull open in the window look here's the CPN great and then let's test our information about brokerage services and here it is awesome we have done it we are awesome so that's it we did it and so we have created our both links in our email signature which is exactly what we wanted to do for the purpose of Awesomeness so good job and by the way words of wisdom you can do stuff a promise ok good bye [Music]