Create Digisign Envelope with airSlate SignNow

Create digisign envelope

so here's how you send a document from DocuSign without it coming from paperless pipeline first what we're going to do is upload a document directly from our computer say you've had your client sign a buyer agency agreement in person but you still need Winston to initial it and you neglected to sign it yourself so let's do this first you click on send which will take you to a new envelope let's go ahead and add a document we're gonna browse from the computer now I'm going to scroll down and get my buyer agency agreement which we're gonna say I scanned and uploaded into this computer I'm not going to apply any templates this is the document I want so we're done now we're at the buyer agency agreement except we have no one to sign so what we need to do now is hit - and that's going to determine who our recipients are you must know the email of the recipient so we know that Winston will need to sign for one thing and you the agent which in this case will be me you need to sign it as well okay in the first place notice there is an order column you can make it so that one person will sign first before the next person will sign if that might be a necessity sometimes but just keep in mind that that can clog up the pipeline a little bit if person number one doesn't realize that an email is coming or hasn't checked the email a final recipient if this is something simple like an addendum that you just need your client to initial or sign and and we need to get it right back to the other agent you could put the other agent in and I'm going to use myself again you could put the other agent in as a Carbon Copy recipient do you see what happened with the now the Carbon Copy recipient is number two so once this is signed they will automatically get a copy of this that makes your life a little bit easier because you don't have to receive the email noted that it's done download it to your computer save it then email it this automatically goes to the other agent so that's kind of cool nowhere else it can go to it can go to a paperless transaction here's the email address for this transaction I'm going to copy the email address put it and DocuSign name it and once this is signed this will go automatically to be assigned in paperless that's pretty cool too let's think about that for a second okay so now I'm gonna go and we can be done and we're gonna go and we're going to get the signatures on okay notice right here see where my cursor is kind of in the top left we have two people who will be signing this what has to happen then is wherever initials or signatures are do you need to have that person's name dragged the initial down and you drag the date signed over next to it I'm not the buyer so I'm not going to do that but you you would do that everywhere you see that initials are needed then you're dragging the date sign okay and then see there's a signature needed here okay signature date signed now note that it says broker and buyer's agent company okay so we want to type in the name of the company anytime you need to type something there's something called data field here think of that as the text box dry that over use your little black arrow click on the black arrow and drag it to make it as long as you want go ahead and type it in okay so now as the licensee the agent you say whoops I forgot to sign it myself okay so there we go and we would date it okay so you have seen how to make a text box okay and and say you were filling this in from scratch you would drag your your data field over and create every data box needed if you if you have a check box that needs to be checked in go over here we have a check box you would drag a check box and you would check it and then you you keep moving okay so that's how that works okay should you need to add a document go to the right over here where it says documents browse from my computer add another document and you can continue on with your day with your day okay that's the basics of how to open and create an envelope in DocuSign because I would like to show you how to send it but I don't want to bother Winston with this right now I'm going to take him off as a signer of this and I will just show you what it looks like when you have signatures and initials on a document so okay Winston in order to remove a recipient you simply go over here to the right remove the recipient now I have some tags for him those those are going to go away anything that was created under his name whether it's a text box or whether it's a signature or initial that goes away okay so now what I'll do so that I can show you what the initials look like is I will go ahead and initial the first page okay so now let's say we're completely done you have gone over everything checked everything you needed every text box that needed to be filled in you would send it and sure I'll sign it right now so that we can see what it looks like okay so we just keep pressing a little yellow whoops I went on to the next page and they okay initial there look there go my initials okay go on down there we go so sign and you'll know you're done when you see the finish if you don't see that yellow finish light up something in here still needs to be done and you need to scroll through okay so you hit finished I do not okay and on here we see that it's been completed you can also look down at the very bottom and you can see what's been going on I sent it I signed it a copy was sent to paperless and a copy was sent to me so let's check out paperless let's see where it is so we know it takes a second but as you can see we have yellow bar at the top it has a document waiting to be assigned all you have to do is assign the document the permission category is Beyer and it's done there it is okay so it's still loading still loving but that's exciting thank you all right hope that helped