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welcome to the form simplicity tutorial on esign our esign platform provides you with the easiest and fastest digital signature experience allowing you to quickly submit and accept your offers to begin an e-sign session simply select the forms and or files that you would like to have signed and click the e-sign button next select the transaction participants that will be signing the selected forms and or files if you do not see one or more of the participants on this list you can continue with creating the session and add them in a later step to continue click the create new session button issan will open in a new tab within your browser landing you on the signing session configuration page on this page the only required field is the session title and email subject field however there are quite a few other options available to create a session that fits your needs once you've configured your session click next to move on to the next page invite signers the participants that you selected from your transaction will automatically appear on this page to add an additional signer click the add signer button all that is required is the first name last name and email address of the signer you do however have additional settings to customize each participant's signing session extra authentication options are available to meet and exceed standards set by financial institutions especially when working with reo and bank owned properties signing in person combined with a valid authentication method is great to use when the signer is with you whether in your office the client's home or the property your client wants to purchase once you finish creating the session you simply hand the device to your client allow them to authenticate via sms or kba sign and turn the device back over to you the signer notes provides an option to send the sign or private message to be included in their invitation email this message will appear in addition to the message you may have written on the signing session configuration page document review requires the signer to scroll through all documents before the signer can begin signing once you've set up your signer click save if you would like to add additional authentication features or signing options to existing signers click the edit icon associated with the signer if you set your signing session to be completed in sequential order you can use the drop down options to set the proper order for your signers once all of your signers have been added click next to move on to the next page session documents on this page the assigned signer roles pop-up will appear if one or more of the forms you've included in this session have an e-sign template virtually all forms in the form simplicity library have an e-sign template assigned to it which include all the fields needed to fill out initial sign and date the form electronically so you do not have to drag and drop the same fields for every session simply match each signer to their appropriate signing role if there is no signer to match a certain role just leave the drop down empty and the fields associated with that role will not be included in the session once you have assigned all the roles click next from here you have the option to upload additional files from your local device dropbox onedrive and box you can also delete documents from this session set the order in which the documents appear in the signing session and apply custom esign templates click next to move on to the next page add signing locations this page will display the documents and automatically add the e-sign fields from each of the forms e-sign template if you need to add additional e-sign fields first select the signer that the field will be assigned to then drag and drop the desired field onto the appropriate location you may also have access to additional markup tools which you can also drag and drop onto the forms please note that markup tools cannot be removed once you move on to the next page once you have verified that the appropriate signing locations are all in place and have finished making any additional adjustments click next to move on to the next page preview signing this page provides a flattened view of the document that you can give one final review to make sure everything looks correct click next to move to the final page start signing session if you would like to customize the look of your email message from the first page you have a multitude of formatting options to do so along with the option to make any final adjustments to the content of the message to send out the documents for signing click finish the signing invitations will go out to the signers and you will be taken to your session status page the session status page gives you the option to not only track the status of your session but to also edit the session in case a signing location or additional signer needs to be added resend an invitation to a signer edit the signer's email address and view the documents included in the session to access this page simply open the esign sessions section within your transaction and click the appropriate status link once all signers have signed the forms you will receive an email notification and all documents will be automatically returned to the file section of your transaction which will include the certificate of authenticity associated with the session creating esign sessions is also easy to access on your mobile devices simply select the forms and or files press the quick access mobile action menu choose e-sign select your participants and press create new session once the session opens simply follow through the same steps to create and send your session thank you for taking the time to learn about esign if you have any questions or need assistance with esign or any other feature form simplicity please visit our help center to locate additional video tutorials knowledge based articles and find the contact information 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