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Digisign conference itinerary

here is a quick video tutorial for using the digit signer electronic signature program that will be available through the back-office website as a Florida luxury Realty associate when you first log in to your account you will find this tutorial right here you can click on this and open it and there's a quick little tutorial about how to use the system that's provided by digits I'm this tutorials going to be a quick little way to set it up and send out electronic signature so you can see how it's done so when you first come in if you come over here to your account you click on your name and you click on settings it'll allow you to set your time zone okay you can change your password here and make sure that everything here is checked off especially the reminder of thee and to be notified when someone signs a document and it's sent if you click on the business tab you can upload a logo for the email you can set your email from field if you don't do this it'll show your email address and not your name and you can also add some email footer text where I just put my name and some contact information okay you also want to make sure that they have the option here checked off to attach an audit trail to the documents what that'll do is give you a rundown of the email addresses that it was sent to who signed it the date and time that it was signed and that page will become part of the last page of the PDF package it is imperative that you have this if you are uploading an e signed contract for a foreclosure property the banks want an audit trail so once you have all that set up if you click over here to documents we're gonna start one and get going now you can upload a document right here from your downloaded folders which would be located on your computer or you can get them from one of your cloud accounts either Google Drive or Dropbox we're gonna go ahead and upload the document I already have a little sample listing agreement right here saved and we're gonna pop that in there now there's two options here to sign or invite signers if you click invite signers basically what it does is you give it the email addresses of where it has to go and the customer will have to do the work themselves once it's set up through the back-office all of the form fields will already be filled in for the initial signatures and even the sellers disclosure all those radio buttons so what we want to do is make sure that we set it up so that when it goes to the customer they can easily sign it so just gonna click sign here's our document it's just the three-page listing agreement so the first thing we come to with the initials so if you add content here that's you signing it so you want to make sure that you go to the second box and put an initial field in click on it signer one let's rename signer one to Tom Smith it's already filling it in because I've already tried this once and we're gonna add the field and there's the box for Tom Smith if you click while this is highlighted every time you click again it'll give you another field we're gonna add a new signer so I know two is gonna be James Smith and you click OK add the field and there's James and you scroll through put another initial box for gene drop down go back to Tom [Music] you know this part right here we know that we even ischl 's okay so we're gonna do the initial box for Tom you do have the option like most you sign programs to shrink the box and make a little bit smaller so it fits and then we can do that again and we can do that for Jane we can add the field Jane I like to do them each individually you can just add you know the three for Jane and then no over here for the home warranty and then come back and add Tom whichever works best for you as long as you have both people in there and all the initial fields down here is for the signature so we're gonna click on the signature field put that in there for Tom need Tom's date put the date in there for Tom that's the date the time signing it let's see what your field for Jane and the date the Jane signed it the bottom of the page again we need more initial fields so we're gonna do the initial fields one for gene and one for Tom and you'll notice that because we shrunk the initial field here they're coming up the same size there so there you have it they're all set in there ready to go come up to the top click done now you invite your signers and Tom and you've got both in the subject line you can change this to e please e sign or you know documents to sign whatever you want the subject line to be and you can type in a message here if you want to clarify some instructions or share your email or your phone number again once you've got everything set that you want you just send the email notifications here will let you know that both parties have been invited now the two parties can sign separately and at the same time so there's no waiting for the first signer to sign a minute to go to the second signer and then for the second sign of the sign and then it come back to you on the customers side we're gonna open up our mail and click on here this is what they're gonna see there's the Florida Lottery logo a little contact information there they open the document I don't much I think this is Tom click on that click on start brings them right to the first one they click on it they're gonna type their name their initial j/s they can select whichever one they want to use and add it click an ad click an ad click an ad click an ad click whoops click an ad signature click now it already knew the name it was already filled out but they can change that and retype it if they have to they can select any signature style click and then their initials click done up at the top right they click done and it successfully saved if we go to the second party be Tom open the document click start it goes right to the initial the TS is already there Edie and if the initial isn't correct they can you know you could just delete it and then retype it click the initial box click add signature sign initial Edie when they're finished all they have to do is come up to the top and click done very simple in the email alerts you'll notice that obviously these were the ones that went out thank you to me but it shows that the first person signed it the second person signed it and then you've got the final that shows that everyone signed it when you get to the final you'll see that PDF is right here if you click on it to open it there is your signed and completed PDF along with the audit trail dates times email addresses that it went to the IP addresses that it went to all that great stuff and then from here we just file export executed listing agreement I'm gonna leave it my temp folder and save now the fully signed document has been saved to my cloud that's it easy peasy if you've used hello sign or DocuSign or authentic i'm you will have no problem using the system once the new florida luxury realty back office is up and running fully the electronic signature will be integrated into the wizard and you'll be able to fill out your forms and your forms wizard and then move it directly into an electronic signature setup and get it sent right out to the customers the initial fields signature fields date fields and the radial buttons on the sellers disclosure will already have the spaces filled in right from the wizard so you won't be dragging and dropping signatures and initials at that point but for the time being if you need to upload something and send it out you can just log into you two digit sign account and do it from here that's it for now have a great day