Digi-sign Demand Made Easy

Trustworthy digisign

it's a great day at Keller Williams hello again everybody out there due to popular demand for my last video I will be making our video on sky slope did you sign templates today the idea of this is to teach you how to use templates to make your life easier when you're filling out the same types of forms over and over again alright so you know how to get here click the login button and let's go once you're in go over course to our digits ein button digital signature we're gonna go over here to where it says templates you will see here that I have already created several templates for instance the RPA for one buyer are pay for two buyers you see how you can create these to be customized for whatever type of file you're trying to create now what we want is to take it over to template and start creating a new one so don't click this new button that'll take you to creating a new digital file to be signed we want to create a template that you apply to files so click on the template button and you can see it looks very similar to the beginning of just opening up normal property we've got all these property options now since this is a template unless you are doing a lot of paperwork for the exact same property I would almost always recommend using continue without property in it now you get to set up your kind of template default email for instance let's say we were working for a default one page signed agreement you had there before go ahead and type in and you can type in a quick explanation hi this is Caleb please sign as soon as possible something along those lines oh it's it a yellow continue button and now we get to documents type in what we want this template to be named in this case let's go ahead and make this for two buyers so to fire template type in a description about it we will make this a to fire transaction disclosure and then we go ahead and now upload the file that we're using for the template go over and select the file now realize for creating this template it is designed for one particular file so this is not the type of thing where okay every time I want to do is I scan in the same file over and over again you do that and it might be shifted a little differently might be rotated a different way might be organized differently it just leads to problems so what you want to do is have one type of file that you use as your kind of source you just save that one file on your computer in this case like that da one buyer file that i just uploaded you keep that as your default file that you always upload every time you do use this template alright so now we've got our file this is our sample template we now click a yellow continue button now we start assigning roles for instance we're gonna go ahead and have the role be fire one we don't even need to fill out the email and name you can still leave it just blank by r1 by r1 that's all you need now we add our new recipient add end buyer to now you remember from our last video if we want this to send it out to everyone at once we want to change this order to one that way instead of sending it to the first buyer one first then after he signs the buyer - and then after he signs to this agent we can now just have it all sent out at the same time and as I recommend it also my last video don't forget to include yourself buyers are not the only ones signing this file and just like that we have all three of our recipients for the signature now we go to our yellow continue button and now we get to tag the document now this is where it gets really important you know I was telling you earlier about make sure you use the same file every time you upload now the main reason for that is because if you had this uploaded and say it was off kilter a little bit it was a little higher a little lower something wrong like that you start setting up these signatures and if it was off kilter it's gonna show up up here or down here or somewhere where it's not supposed to go so you want to use the same file every time you use this template alright so we go here to our buyer get their signature we change over to buyer - for the second signature and we go ahead and drag date change it back over to buy our one to give the other date and then we can go ahead and put our own signature scroll down grab agent drag signature here and put our date now I know that this isn't a full part of the form but I'm just showing you how you would set this up we've now got three different people all giving their own signature and having their own date sign so that we can have this document filled out alright once we've gone through made sure everything's there put in all the signatures all the initials that we wish to use again I also recommend do not use optional signatures just due to the fact that it gets confusing for your clients you as a real estate agent might know which it should sign or not but they won't so make sure just go the extra mile look ahead find out okay then you should sign this often they shouldn't sign that and then just make them standard signatures or initials once you've confirmed all this go up to yellow Save button and boom that's it it is ask you've now created a brand new template to see that template go over into your templates box and we'll scroll over here to art to buyer template that we created today see it's one page and all the roles of recipients that you've created now I'm sure you're asking okay great I created it now how can the world do I use it well then let's show you go over to did you sign info click on new continue without property type in your test email continue and now choose that file that we're gonna upload as I said same file if you're gonna use a template upload it and see here where it says apply a template to this document this is where all the time saving is gonna come in we click on that button go over here and select our to buyer template and click OK you can see that the template is now been assigned we can remove it if you accidentally click the wrong one and hit continue now instead of having to type out all the recipients and renumber them we can actually just get started typing in names and emails right away test at doe we're calm and named hey Joe Smith look at that it auto populated from a previous person that we listed and we go over to our second buyer and we find out this is going to be Jill Smith is lovely wife and we change her email to and confirm and then of course go ahead and change us over to kW agent bada-boom instead of acting to recreate new recipients all over we just did a few quick fills type in an email or two auto-populated a few names and we're ready to continue on to the next step and now oh look at this all of our earth things that we have to fill out all the signatures all the date signs are already there all set for each person Joe Smith Jill Smith and kW agent all there and ready to go all we need to do is just make sure it's all as it should be as I said templates are not an excuse for sloppiness you still need to double-check and go through and make sure it's right but a quick perusal reveals that everything's as it should be we scroll up go to continue and there we go we're all ready to send it just as before except a whole lot faster there is our confirmation we're all set to go you have now sent it off as before you can go to my digit sign and go to sent items to see the status of that document and see here Joe Smith Jill Smith and kW agent are all waiting to sign as they sign you'll see that update there once you've got all your signatures you are ready to go all that all digitally and no annoying mailing back and forth or faxing fees all righty thank you so very much for watching our video here as always if you need any extra help please feel free to contact us at agent services have a great thing you