Add eSignature General Bill of Sale with airSlate SignNow

Support initials template

good afternoon killer Williams and welcome back to the command 66 day challenge 2.0 bonus material and today an exciting announcement was made I know I've seen multiple posts across Facebook and elsewhere when are we going to have the ability to create templates in DocuSign and we now have that ability so I wanted to kind of walk you through a little bit of what that looks like when you come into DocuSign from your kW command opportunities panel you were brought into what's known as the rooms side of DocuSign I'm in order to get to your templates you're going to need to go to the e-signature side of DocuSign so you can click on your face here on the top right hand corner and come over to a signature excuse me signature side switch to e signature and also this is the side that if you go directly to docq Singh Kham you'll be brought into so you can actually go to DocuSign comm login with your kW username and password and this is the side of DocuSign if you will that you brought into if that ever happens and you want to get back into your rooms you're just gonna do the exact same thing just switch to rooms okay so we're gonna dive into template and template making the first thing we're gonna do is click on templates here at the very top and then obviously we need to create a new template so I can click on here create your first bargain come over here to new if I already have some created so let's click on new template and I want to create one and that brings us into this first screen so let's say I'm gonna do general information to buyers and sellers buyer version so this is a document that has to be signed on all of our all of our transactions here at k2 be platinum in Houston and so this is the title of the document I'm gonna come down and I have this document saved on my computer and so I'm going to come in I'm gonna find it here it is general information and notice to buyers and sellers now I'm putting this in as a buyers version because going to put in signatures for the buyers I may come back and create one for a cellar version and then I can drop in the signatures of the sellers so we'll start that off next we want to come down and we have to add recipients and you can see the role is actually left blank so I'm gonna put in fire one and I don't know who that buyer is or their email so I'm just gonna put in buyer one right now that's going to be their name I can add a recipient and I can put in buyer two and then I can come down and click on add recipient and that's gonna be broker associates slash and buyers agent whatever that looks like right so we have the three different people that need to sign this particular document put in I can pre template a message here I'm fine with what this message says if I want to pre template email message I can do that as well so I'm going to go ahead and come to next and it's going to bring up this document so you can see you know this is basically just a Texas document about all the things I could or possibly might go wrong just make sure that you understand everything about the buying selling process if you will so up here at the top left hand side you can see we have those three parties it's by r1 by r2 and broker associate so I want to click on broker associate and I want to drop in the brokers printed name so that shows up every single time I don't have to retype that every time I bring in that document so I can type in Keller Williams Realty and click off of it I'm gonna then click on this bottom right dot and come on there it goes scroll over so that fits all one line and then I'm gonna drop in my signature right I'm the broker's associate so I can bring over my signature and there's enough room for that and then I'm gonna bring over date assigned for my date signs in addition we've got the buyers so let's click on buyer one up here at the top we're going to drag in their signature and there are date signs and we'll do the same for by or two so I'm going to switch from by our one to buy our two here at the top left I'm gonna drop in that signature and that's a date signed now honestly all this really did is save me from having to write out Keller Williams platinum Realty every single time so in this particular document it's not a huge time save and yet you know every minute counts however I'll show you the next one we're going to do is a document with a few more blanks that we can auto populate automatically and save us even more time so I'll click on save and close and that's going to create that template so now I have a template called general information to buyers and sellers a buyer version I'm also going to do the broker notice to buyer tenant so another document that we have to have filled out for all of our buyer transactions here in Texas and so this one's going to be the broker notice to buy or to knit alright again I have this document saved on my computer so I can click on upload I can find that document and I'm going to open it this is a document that needs to be filled out by by r1 and by by or two and also by the our associate or buyer's agent okay so next I've got all those rolls filled in again I don't need to really do much with the email subject or message I can click on next and then I can come in right here's the broker notice to Barton and now you can see there are a few more lines that need to be filled in on this one so I can drop in the date right that's gonna be Auto brought in broker sales agent name I'm going to bring in a text field and I'm actually going to fill in my name there sang sure I'm gonna go ahead and drag over the signature now it's a little tall so I can click on this top right hand square kind of shrink it down a little bit and move it over so if there's room to see everything it's gonna ask for company so I can push to put in a text box there so that it always says Keller flats and real team and again it's gonna be a little big so I can click on it and drag it over so that it fits all not one line and then it asks for the address so again I'm kind of going in these are the things that are going to be pre-populated now on every form so 1/9 708 Northwest I would help if I could spell right 2,800 Houston Texas all right again that's gonna be a big box so let's pull that all the way over so it fits on that line and then finally it's gonna ask for phone number so I'll drop in my phone number now the nice thing is these this information is going to show up automatically every time you can see how long this took me just doing this right now and now in the future I won't have to worry about it it's automatically gonna fill in next it's gonna ask for you know what I just did look at that so here's something not to do and I'm just showing you in reality right sometimes mistakes happen I just did all of these fields as buyer one I don't want all these fields is buyer one I actually want the best a broker associate agent so I can actually click on the field and I can come over and change the recipient name so again guys mistakes happen if this happens to you while you're filling out your template it's pretty easy come over here and just change you're the recipient of each one of these is going to be so that I get that correct so broker associate and then again a broker associate alright perfect so now I need my buyer one is a name so I'm going to bring over tenant by our tenant name can drop that there it's asking for the signature and and drop the signature there it's asking for buyer twos information now so I can drag in their name by our tenant name I'm gonna drive over their signature and then it asks for their address and phone number I have two choices I can actually have the client fill that in or I can fill that in and it's up to me to decide so generally I have their address and phone number and I want to make sure it gets filled in so I'm just gonna put in a text box I'm actually going to leave it blank though because that gives me the opportunity to fill it out when that document comes to me in email so I'm going to leave both of these text boxes blank so we have that kind of filled out right so now I can click on save and close I've just created two templates one for the broker notice two by our tenant one for general information to buyers and sellers but by our version so I'm going to click on the face here on the top right I'm going to switch back over to my rooms account and I have a kind of a test room here it's created from one of my test opportunities but let's just say for example this was the room that you were in it is a buyer document so you're gonna come in here and let's click on edit and I want let's see it has seller 1 seller 2 listing agent listing agent 2 now we're getting the buyer so let's just say again this was Donald Duck and Donald a calm and we got Daffy and again you're just filling this in when you're in your room I'm just doing this for you so you can actually see what it looks like when it comes together and then buyer agent 1 I'm gonna go ahead and put in my name although I may to put this in a second time when we go to the documents so okay to be calm all right so I'll click on save that and then it's asking for the the information on the actual details of the opportunity so we're just going to click on envelopes and let's say we wanted to send off those particular two documents to get signed so we would want to start a new envelope and here's where you can bring in your templates okay so I can click on use a template and I can say I want the broker noticed a buyer tenant and I want the general information to buyers and sellers buyers version I add those two and you'll see it's going to bring in those two templates into my envelope I can title this envelope however I want I'm going to add the recipients pre tag roles and now you can see broker associate and my name is available for recipients and then I've got buyer one and it looks like even though I put that in the details because this is a specific template I'm just going to put buyer agent to define and buyer to buy our agent to just define and we're gonna click on add selected and then you can see I have the now the ability to I don't need the buyer agent so I can click on X there and then buyer one was Donald Duck and his email was Donald calm and this is Daffy Duck and Viacom right so we've got all that information put in now the next step and we'll see the work that pays off we're going to get into those documents and you'll see the pre-templated information that we have already put in should show up as long as we did our templates correct so now you can see here is that information general information to notice the buyers and sellers we come down to the bottom typically I would have had to write in Keller Williams platinum real team that's already put in there I've already assigned my signature and date because you can see my information here Donald is already assigned to buyer 1 and Daffy is already signed to bio 2 same thing when we come down to Brooklyn notice here's the date signed all of this information is already filled out for me and you can see because these two last boxes are assigned to me I can come in I can actually add their text right because I might not have known and their address and because their address is going to change from client to client you can't actually fill this in you know I don't know quite Florida or whatever you can't fill this out in advance so I could drop that in that information is now filled in and I could put in their phone number and boom I have that field populated as well and I can click on send it's gonna send it off it'll send it to me for a signature for broker sales associate it'll send it to Donald for his sensor and Daffy for her signatures and the thing is I didn't have to type all this in myself now again this isn't just three lines of text you can imagine as you continue to build out your templates many of us have documents where you know there may be three four ten twelve different lines that need to be pre-populated with the same information every time and that will help us on building out templates so obviously not necessarily required but just now an option available for you within DocuSign k2b command has released the ability for agents to create their templates so hopefully that is helpful I'm still learning more about how it's going to impact my personal business and I hope it impact yours as well and as always I will look forward to speaking with you in the future thanks so much