Add Startup Business Plan Template Digi-sign with airSlate SignNow

Add Startup Business Plan Template digi-sign

hey guys this is leah with scott larroy marketing and in today's tip video i'm going to show you how you can create templates in your docusign rooms account okay so these templates can be uploaded in to docusign they will need to be added as a pdf and then you're able to add fields pre-fill in the fields if you would like to and assign signature fields initial fields to your clients as well so those are automatically added when you go to use the template okay so let's uh take a look at that so to do that we would need to first of all go to your docusign account now if you are utilizing your docusign account through kw command you would want to access that by clicking on go to transaction from your opportunities document section or if you uh have already created the opportunity and access docusign for the first time uh moving forward you can then go to realestate.docusign.com to log in right away again that's realestate.docusign.com but again i just like to stress that the first time that you go to create a docusign room you will need to do that by creating the opportunity first within kw command if you have questions on how to do that feel free to shoot an email to support at scotlawymarking.com and we can point in the right direction all right so first things first from here we actually need to switch over to the docusign esignature account so in order to do that go ahead and click on your it'll either be your headshot on the top right or if you have not added that in yet it might just be a circle with a little icon of a dude up there all right so you can click on that and we're switching to e-signature and feel free to pause the video if you're still working on signing in okay and then once you uh pull that up again your headshot in the top right switch to your signature now from the e-signature section we're going to want to click on templates on the top of your screen so go ahead and click on templates from that top blue toolbar alright this takes you over to the my template section of your docusign back end and we want to go ahead and click on new on the very top left so click on new big yellow button on the top left of your screen and then we'll want to click create template all right so click on new on the top left and then create template so from here you'll see an option to upload that so the main fields that we have to fill in here so starting from the top i'm going to add in a working with real estate agents which all clients have to sign here in north carolina okay but this process will apply to any form that you upload here so you can go ahead and name that at the top and then we'll select the upload option so click upload all right and i have that saved on my computer here so i can go ahead and browse my files and double click on the form to pull that pdf in right away okay so that is a pdf now we will need recipients added in to this envelope in order to continue so of course since this is a template you won't have um the names or anything right we would just want those to be in general let's say buyer one okay so as a role here i'll go ahead and put in buyer one i'm going to leave name and email blank right because that'll depend on the transaction of course we're just creating a general template that we can use for every transaction okay pull into every room i'm going to add a buyer to as well so i clicked on add recipients here and it gave me the second box so i can add a role here of buyer 2. okay so the roles need to be added in of course if you know you need to sign the form or um you know the age on the other side wherever the case might be you can continue adding recipients you can also put in a default email subject an email message if you would like to but i'm good with that here so i'm going to leave it and just go ahead and click next on the very top right so i clicked on next on the very top right and we'll scroll on down on the form to wherever we need to start adding information here all right so first of all all right and i do need to sign this as the um client i'm sorry as the agent so i'm actually going to go back so if for any reason you need to go back to edit what we just did no worries you can click on the back button on the top left here i'm just going to add in myself real quick so i'm going to add this in as you know listing agent or whatever it would be you can create this for the buyers side as well goodness listing agent okay and that'll be me so i can go ahead and put in my information here to populate that and then click next okay so from here now we're going back down to where i need to sign so anywhere that i would need to initial as the agent so on the top left here i'll go ahead and change that from buyer one buyer two right these are all the roles on the top left so i'm changing that to the agent role i'm going to not add initial box here okay and so to add any fields here on the left hand side so first of all you'll notice that the color here correlates to the roll so depending on which roll you pick from here that'll change the color of the field on the left hand side okay and all we did to add the field was simply click on the field on the left hand side it'll start following your mouse so you can drop that right away okay so these this information right here will be the same on every you know form that you fill in right so what you can do if that information is the same for every form that you pull into your docusign room we can go ahead and fill that information out so i'm changing that back to my role right on the top left drop down so now i can add in some fields here so let's say i would like a text box here let's do the name field here we got the full name so i'll populate in your name as the agent all right i want to go ahead and add in my license number my firm name and the dates okay so again as you can see i'm just clicking on the field on the left-hand side and clicking to drop it on the actual form so now i'm going to go ahead and change the license number i'll go ahead and put in my license number for the firm name i'll go ahead and type that in however i'd like that to display all right if it is too long you know to fit in that box because the box is very small off default no worries you can use the little dots on the bottom of the fields here see if i can get this to work properly so you'll see the little dots you can move your mouse over those dots and you'll be able to click and drag to make that bigger smaller and so forth and then you can always resituate it by clicking on the outline of the box on the top or bottom here and that'll allow you to drag and re um put that elsewhere on the form to line that up and i'll scroll down to the second page here so i need to add in some information so this is information that will apply about my clients here so we have the buyer i want the buyer's name to display and buyer one's signature to display all right so now this is for the second buyer so i'm going to switch the roles on the top here and do the same things we're adding name and signature and i really like that it's color coded it helps me really visually make sure that i am assigning you know each of these fields to my respective clients so i can see that you know the yellow fields will be signed by buyer one blue fields buyer two all right we have a date here all right and we have some general information here again that's the same for every single form that we bring in right my name the agent's name firm name and license number name what excuse me license number will always stay the same on every form that you pull in right so i want that to autofill so i have to keep typing that in every second counts right so i'm changing that back to my color here right as the agent i'll go ahead and add in i want my firm name i'll get my agent name and license number one more text box here we'll go ahead and fill this all in again all right now is to resize that we click on the little dots on the bottom corners all right it seems to be a little fickle if it's overlapping another box just a heads up coming to find so sometimes i need to move that off of overlapping so i can resituate that okay all right so now that we are all good here let's see the buyer needs to sign this as well right so once you're all done with laying all the fields here you can then go ahead and save it on the top right okay so we laid all the fields fill in any fields that will stay the same for every transaction and then click save and close on the top right all right and there it is so there's my template that we just created so now let's go over and actually put this into use so in order to apply that to a an actual transaction i need to click on my name on the top right here i'm sorry my headshot in the top right and we actually need to switch back to rooms okay doc you sign for real estate is called docusign rooms okay it's your rooms account just to make sense of that for you so again headshot in the top right and then click on switch to rooms and that'll switch your account back over to the real estate version all right so i'm going to go ahead and click on the docusign room that i have to practice on this it'll take me into the details just a heads up we will want to have our clients information on the right hand side here so if it's not already you can go ahead and click edit on the top right and we can put in our seller's name and email address here all right so you'll want to do this whenever you have a docusign room so that your clients can sign we need to tell the docusign room that seller one is this client and then we have seller two so ross and rachel from friends all right they are doing a friends reunion i just found out this week very excited about that so that's exciting and then we'll click save on the bottom right what's more exciting creating a template and docusign or a friends reunion it's really hard to say all right so once we have those details in so we're telling our docusign rooms account here or room who our clients are so now let's apply that template so instead of going to documents we're actually going on over to the envelope section so come on over to envelopes here we'll click new on the top right okay so click on new on the top right of the envelope section and then it brings me in here where it gives me the option to use a template right here i'll go ahead and click use a template so from here it'll show me any of my templates that i have and i clearly need to clean some of those up so i'll go ahead and select the template i would like to apply so here's the one i created the date and time i created that just to clarify which one that was and click add selected okay so there's my template as i scroll on down i do need to add in the recipients here so i'm going to select pre-tagged roles so add recipients pre-tagged roles all right so buyer one all right i am selecting this client here and buyer two i'm selecting to be this client and click add selected oh and of course listing agent that'll be you now that we have all the clients assigned and ourselves assigned as a listing agent we'll click add selected i'll see their contact info here you can add in an email subject and message here if you would like to i'm just going to click on next on the top right alright drum roll please and now as we scroll down we should see the template that we brought in so i can see right here i will be able to sign as the agent right remember that the color here in the top drop down correlates the fields here and as i scroll down i see that my clients would be able to sign this as well ross and rachel here i can even come on up to the recipient preview which i personally like to look at before i send this off so i like to click on recipient preview and this is exactly what your clients will see when they pull up the form so i'm viewing this as ross specifically my client ross on the top left you can control which client you're viewing that as he'll be able to sign his field so i can see which fields he can sign so i know that he set it up correctly okay i can always view that on the top from an ipad or an iphone view as well once i'm good with that i can x out so once i'm go with that i'll go ahead and click on the x on the very top right here and then i can click simply click send on the top right okay and that will send that off to your clients right that cut me some time there as i already had the fields added in and a lot of the contact information like my license number firm name and so forth already auto populated so i didn't have to fill that in again okay so this is one use of the templates that you can utilize in your docusign account right away to help save you time if you have any questions on that please let us know at support at scotlandmarketing.com i'd be more than happy to help you through this all right guys i hope you have a great rest of your day and i hope this helped