Exhibit Digital Signature Request with airSlate SignNow

Digital signature vehicle service order

hello and good morning good afternoon welcome to stateless things inc this is dave coming at you live from upstate new york today hope everyone has had a wonderful week and just been enjoying the summer season because today we are talking about electronic document management with your my state mls new york state mls account and constellation one that's right the summer season is here and for those of us that are in real estate this is you know it it's our busiest time of the year we've got buyers looking to buy new homes we've got sellers looking to sell their homes so they can become buyers to buy new homes and right now depending on where you are the real estate market is quite crazy especially coming off of a very strange past few months with the coronavirus kobe 19. real estate kind of took an initial hit but at the same time things were still moving forward people were still listing their homes people were still buying homes and right now we're hitting a very busy summer season where buyers are scooping up properties pretty much as fast as they can be listed so we're talking about today is what you can do as this busy summer season hits and with the biggest things that you can do is be prepared for selling homes having all the tools that you need in your tool belt to move along your transactions make them move along faster and one of the best ways that you can do that is with constellation one and this new partnership with my state mls new york state mls this is already available to all my state mls and new york state mls members and right now it's available to you for free so if you're already part of my state mls new york state mls absolutely start using this tool right away because this is what's going to help you move forward with your transactions better than ever before so when we're talking about being prepared for our transactions right now what are we talking about well right now is we have to move forward with technology and if the past few months have taught us anything is that we really need to embrace technology for those that had to start working remotely again real estate agents we've always been on the go we've always been working from the coffee shop we've always been working from home but we may have spouses friends family members who had their lives completely turned upside down and had to learn how to move forward with technology they started doing zoom calls on the regular they had to start doing things remotely and with you as a real estate agent you can start moving forward with the changes in technology where before when you did your listing appointments you had to go and you had to print up forms you had to print up contracts and you had to give those forms and contracts physically to your client but you don't have to do that anymore because we're going to have to give you the tools that you can use to succeed in this more technological world that we're living in and by going digital by removing the need to print out forms print out documents and keep everything in the cloud online we're going to be able to speed up the way you do business by being able to have people sign their contracts sign their listing agreements sign their agent disclosure forms all of that can be done electronically so what we're talking about with my state mls and constellation one is going signed sealed and delivered electronically where you can now with your my state mls new york state mls account send your contracts and your forms to your buyers and sellers no matter where you are whether you're at the office you're at home you're at the coffee shop and because you can work anywhere you're going to be able to send your contracts to your clients your customers right from your computer from your tablet from your smartphone you can do it anywhere on pretty much any device not only that we're putting things in the cloud we're storing them on servers which means you can manage and store all of your forms in one place you don't have to deep dive and jump in through folders on your computer you have to try to find out did you ever download that pdf to your phone you don't have to worry about it because all of your forms all of your contracts all of your disclosures whether it's your lead paint disclosure your fair housing act forms all of that can be stored right online so you can pull them up send them off to your customers and clients with a couple clicks and everything is done electronically now and because of all that again it's going to mean faster transactions it's going to speed up the way you do business and i know i'm just talking about a whole bunch of stuff but what are we really talking about we're talking about the rdocs platform brought to you by constellation one which you can now get through your my state mls and new york state mls membership it's included with your account right now you can use it free for about the next month and a half right now start using it start trying out and see if it's a perfect fit for you and your business because this is a certainly a great tool that's going to help you move forward with your business so what i'm going to do right now is i'm going to bring in charlie from our docs and constellation one and he's going to walk us through the entire presentation and show you exactly how you can start using this platform today to start getting your contracts out there getting your disclosure forms all that you're going to be able to get right away and work with your customers faster than ever before charlie are you there with me today i am dave good good afternoon how are you today i'm doing great thanks again for joining us today before we pass things over to charlie what i'm going to do is i'm just going to simply log into my state mls right now and i'm just going to show you exactly how you can log in and access the rdocs platform all you have to do is go ahead click on your login button of your mystatemls account if you're not a member already just go ahead click on sign up and that's going to take you through the process to get your account created everything is done electronically with mystatemls so even if you're not a member already you can get signed up and logged in same day so you can start using this platform right away once you're logged into your my state mls account you're going to see we've added a new button to the left hand sidebar menu called digital docs you can also get it from your account drop down at the top of your screen and just see digital docs there all you have to do is click that button uh if you haven't opted in for rdocs and constellation one already you're gonna get brought up to a different page opting into the platform once you've opted in each time you click that link it's going to bring you right into our docs where now you're going to be able to start managing all of your transactions all of your contracts all of your disclosures all going to be stored in one section for you to go ahead and share with your customers and clients to show you exactly where that is you're going to log into your my state mls new york state mls account you're going to see digital docs on the lower left-hand sidebar menu or from the account drop-down and click on digital docs without further ado what we're going to do is we're going to send things over to charlie now he's going to show us and walk us through what you need to know about the rdocs platform and what you can do to go ahead and start creating your contracts creating your forms and sending them out to all of your customers and clients so charlie we see your screen everything's all yours fantastic thanks again dave i appreciate the time and the opportunity to talk to everybody good afternoon everyone as dave said my name is charlie i'm with constellation one and what we'd like to do today is just kind of step you through our rdocs and e-sign uh process and what that looks like and how you can create a transaction uh we'll add a property and forms and documents to that transaction we'll add contacts of course people who are working with within the transaction uh and then we'll create an electronic signature session and we'll step through what that looks like and how you can modify a document add signatures and initials in the important things to a signature session that you'll need and then we'll step through the signature section itself we'll actually sign a document and uh and get that back into the system and uh kind of show you the whole process from end to end uh so to begin with you'll as dave said you'll start off on your dashboard here mine looks a little bit different i have a different branding on it i'm using one of our demo accounts but yours will say new york state mls here at the top but your name will also be up here with your information uh in the top banner here so to begin with let's go ahead and create a new transaction so on the dashboard here we have our transaction tiles this can be sorted in a couple of different ways with the filter bar here so if we wanted to look at just the buying transactions we can look at those or just the seller transactions we can use these buttons here to filter or manage what we see here on the dashboard there's also a this is what we call our tile view there's also a list view so if i wanted to see it in a list format i can do that as well using this icon here in the top right hand corner of the dashboard all right personally i'm partial to the tile view so i'm going to go back to that but to create a new transaction of course we're going to click on the big blue create new button and that's going to add in a new tile to our dashboard you'll notice everything kind of shifts over to the right and now i have essentially a blank tile here on our dashboard tiles do get color-coded depending on the type of transaction it is the green indicates a buyer and and blue and would indicate like a seller and things like that so you can create transactions not only for the buyer's side but for the seller side uh and you can create them specifically for a buyer or a seller you can also do them in a landlord tenant situation too so we have incorporated that into the flow as well all right so now that we have our new transaction tile on the system the first thing we want to do is add on our client to the transaction so we're going to click on the client button within the transaction tile so pretty much everything we do from this point forward with this transaction will access through that tile so adding a contact of course we need to um decide whether we're doing the buyer side or seller side so we buy our seller of course we have tenant and landlord that show here or buyer side seller side i'm going to go ahead and just select buyer here i'm going to search my crm database to add a new i'm sorry to add a contact here i'm sorry i have a hard time talking and typing at the same time so i can do a partial name search and go ahead and just click on search and that will call up a list of people who i already have in my system i'm going to select my client greg here as our uh as our buyer and then in the description here i can set him as buyer number one as i add people to the system if there's more than one buyer i can add them in i can add in sellers as well so we'll take a little deeper look at that here in just a second so i'm going to add greg if the person is not a part of your database if this is a new contact for you or is not been included in your people database you can manually enter their information into the fields here below so first name and last name will be required uh and you can include their address information uh you and then as you come down to the bottom of the form there's an email and phone number you'll want to have those in here as well but before you submit this to the transaction you'll also want to make sure that the email address and phone numbers are correct so that you're not sending off emails or signature requests into a into a dead email address so just make sure those are correct uh all the information is in there so i'm going to click on submit and that will add greg here to the transaction and now we're looking at our contacts page so this is a page where you can add or remove contacts to the system i'm going to add one more person to the contact here so i'm going to click on the add contact again i'm actually going to add a seller side person here and i'm going to do another search and i'm going to add trevor who is going to be our our seller here and then i can set him up as the other side seller here and i'm just going to select that from the description list and he has all his information in there of course and i'm going to check his email address i'm going to check his phone number and submit and that will add this person to the transaction as well so now you can see that we have two people included in this transaction so you can continue to add people into the system uh as you need to and uh and associate them to this transaction something that i just learned about the other day is kind of exciting so the rdocs team is actually going to include an option to allow you to uh assign or create a company or an entity as a contact within the transaction so if an investor group or if it's a business that's actually buying or selling a property you can actually indicate them in the transaction tile uh instead of a single individual user so they are working on always improving the product so that'll be coming out here probably in the next week or so and so you can keep an eye out for that as well all right sidebar done let's go back to our dashboard now that we have our contacts associated to the transaction and we can see our tile now has turned green and indicating that this is a buyer side uh transaction that i'm representing the next thing you'll want to do is add the properties so we've included our contacts and now we want to add the property the subject property that is going to be included in this transaction you can search for it by mls id so if you know the mls id of course i'm just going to paste one in there and you can click on search and that will call it up it will also call in the first photo from the mls into the system here as well so you can see that there's a photo here if you don't know the mls id or if this is just a property that you want to manage here you can do that by simply adding in again you can manually enter the property information here in the fields below and include all of that information in there a couple of options here for the check boxes is you can be notified when documents are uploaded to the transaction and you can also set this as a private transaction too so only available to you so take a look at that i'm going to go ahead and click on submit and that will add this property to our transaction tile we can see that our photo shows here and the property information shows uh here as well uh all right so we're moving right along and we've got our contacts here we've got our our property here the next thing you're going to want to do is add forms to the transaction so clicking on forms here within the tile will take us over to our forms page uh and forms can be loaded into the system in a variety of different ways if you have forms you want to add in you can do that there's also a library of forms that you can select from as well so because we're adding forms for the first time it's going to bring us to this add forms page here we can search for forms by a partial name here so i can enter in a name and click the the magnifying glass and i can find all the forms that have the word buy in it i can select a form and just click the right arrow here and i can move that right in or if i want to see a full list of the forms from the drop down here the library and packages i can select the library that i'd like to select my forms from and when i do select the library here in the drop-down it will populate all the forms within that library here on the uh in the box down below i'm gonna go ahead and select this guy and then we can kind of scroll down and we can select the various forms as needed and then just click the right arrow to add them into the transaction they'll show up there on the box on the right hand side once i've confirmed i have all the forms that i want to include with this transaction we're going to click on add here in the bottom right hand corner and that will add the forms right onto the page here and now we are looking at our forms page here we we know that because the forms here is in the marked in the gray so that this is the page that we're actively on so you'll notice that these will change here indicating what page you're actually looking at uh we can scroll down here a little bit uh there are options to add in additional forms so at a later time if you have other forms you need to include with the transaction of course clicking on the add library forms you can do that here you can select the forms from the box on the left hand side and then in the work with forms drop down you have other options to manage these forms whether it's to create an e-sign you can email it download it print if the forms have auto you know fields to edit here you can actually lock the form so that they're not editable you can then unlock the forms uh as well so there are some options like that or if you just need to remove it from the transaction you can do that too so there are some other options for managing the forms to see the different forms so right now we're looking at the buyer agency if i wanted to see the request to remedy i can just click on it there in the on the left hand side and that will bring up that particular form as well so we can you can take a look at the different forms simply by just clicking on them from the left hand side here we'll come back to this page here in a few minutes and get into a little bit more detail because this is where you'll begin the e-signature session but we need to complete filling out all the information and getting our transaction tile set up so i'm going to head back to our dashboard and we're going to take a look at the next thing to include in your transaction are going to be documents so again i'm just going to click on documents within the transaction tile and this will take us over to our documents page and of course i don't have any here just yet uh and so what i'm going to do is just click on the add documents uh button here and we can add documents in a couple different ways actually and uh you can have them faxed in if you uh want to have somebody fax documents to you they can actually fax those documents not only to you but they can include them in in the transaction so they will be faxed our system will receive the fax and then process it and uh and include those documents within the transaction let me show you what that looks like here real quick so i've clicked on the upload via fax we can select the document name i'm just going to grab one at random here but we can select the name it'll give you the name here as well as a quick description and then you can set the permissions whether it's a private document or public document private being only visible to you this will be selected by default so the idea here is to give you the most protection and control over your transactions as you as you need but we can select it as a public document if you choose to do so and then create cover sheet and so what this is going to do is this is going to allow us to click on this link here on the left and it will create a cover sheet that gives you the phone number that fax the documents to but this would just be the first page in that fax and it will automatically come into the transaction and be a part of the documents of this transaction so it's a quick and easy way to get documents into the into the system you can send this as an email to someone else if they if someone else has the documents and they just again just need to include that as the uh cover page there all right uh let me see i'm gonna go back to my documents page here we're going to close that the other way to include documents with a transaction is to browse to them using your browser you can navigate to them i'm going to go ahead and upload documents via the browser and again that's going to open up our familiar upload documents but this time it's going to be via browser i'm going to go ahead and select a name and we'll just go ahead and call it the buyer's agreement and again title here a little bit of a description you do have the ability to edit these uh but then there's our browse button we're going to click on browse we can then navigate our computer to find the document or document or document to upload so i'm going to go ahead and select one here click on open and again i can set the permissions here for the document uh and then there's a upload and add button down at the bottom so if i have more documents to include i can click upload and add or i can just click upload and close and that will upload this particular document and then take us into our documents page here so i'm going to go ahead and just click upload and close but know that you can continue to add other documents give them a unique name and description as needed through the process here so let me go ahead and click on that there we go there it goes all right a little bit slower than expected there but now we can see that we have our document that has loaded here again we're on our documents page we can create an e-sign session here we can set permissions here as well as there are some other tools available to you as well also note that we do have videos that are available to you uh the steps through this whole process there is also a a way you can add checklist to the transaction too so uh if you want to add a checklist it kind of helps you keep on task with the certain activities that are required as part of the transaction you can add a checklist to the system as well and there's a short uh three minute video that will step you through the creating a checklist process but just to give you a quick idea here you would come into our select button at the top and you can then uh create a checklist here i've already created one i'm going to select it from my checklist box here and that's going to go ahead and add in the checklist so some of the checklist items i have is of course you know the listing agreement uh order sign uh we need to order inspections as well as you complete these tasks or these items you can simply just click on the file folder here that will mark this task as complete let's see we have complete here but it also places a check mark there on the task so you can kind of help keep yourself on track and with what's going on with the transaction if there are documents associated to this task you can also attach documents to the task as well so i know that this is a way to kind of help keep you on track with all the actions and activities of a of a transaction and again take a look at that three minute video it will step you through creating the uh the checklist items and include them with the transaction tile right i'm going to head back to our dashboard and that is about 90 of the way there with creating or setting up our transactions so we've added our client uh who is a buyer and we have uh added our property we've added forms and documents the other way there's one last way to include documents within a transaction tile you'll notice at the bottom of the transaction tile there's this what looks like an email address it's a number with a dash in it at my docs.com you can use this email address to send documents directly into the transaction so again you can just send this email over to somebody and somebody has documents they want to include in the transaction they have them on their computer as opposed to a hard copy where they would want to fax those in but they can just use this email address to send the documents to they can ccu as well but it will our system will receive those documents or receive that email understand that they are attached to the email and then process those documents and then include them into the transaction in the documents page so you can fax documents in you can manually upload them through your browser or you can email documents into a transaction so three ways to get documents into this system now all right all right so as our transaction progresses and we kind of move through the process uh you'll come to a point where you'll need to create a signature session and send a document out for signatures i'm going to go back into our forms page and we're going to send out a form for signature here we go and i'm sorry about the background noise here if you're getting a little motor engine noise or something my neighbor's doing something out here the whole working from home thing with the whole covid situation so i hope everybody's staying safe but some of the challenges there uh all right let's go ahead and create a signature session i am going to select the document i would like to create a signature session for and so in this case i'm just going to send a request for the buyer request to remedy property information will auto populate in some of the fields so as the document is created it understands the transaction and some of the associated contacts and addresses and things like that and it will potentially auto populate uh some of that information into the forms and documents here and this is just a simple one-page document i'm just going to use for a demonstration but it also has the options for buyers and sellers and this will be important here so just kind of remember that there are two different types of signatures on this form because we'll revisit that all right so i've selected the form i've presumably i have filled out all the blank fields that need to be included in the signature session i'm going to click on the menu bar here we have different options here where we can manage a document i'm going to click on the e with a pen next to it when i mouse over it it says send this form to e-sign i'm going to click on that to begin our e-signature session or our e-sign session and it's going to ask us who are the contacts or who are the signers for this session i'm going to click the top box and include both people in this and we're going to click on continue and this is going to carry us over into our e-sign system here so we do get this e-sign pop-up i'm going to click here to open the e-sign workflow here and it's a simple six steps we'll kind of run through these real quick to create a signature session and as i mentioned we'll take a look at the email that comes in and we'll uh go through the actual signatures for the form so uh all right so we're going to just give it a title here i'm just going to say remedy for now but you can title it anything you'd like and then in in the email that is sent out you have the option to include a uh a message here so i'm just gonna say please sign again i have a hard time talking and typing there uh so we've got our email in there and then if you want to include someone else as a cc on the address or on the on the signing session you can do that here as well uh on the right hand side different options are also available so you can send this signer send this signature session out to one signer at a time so you can set the order of who needs to sign first second and third and so forth so i know that that is an option or you can send it out the second option here is to send it out to all of the signers at the same time and uh so everybody would get the same email and uh and be able to log in and add their signature to the forums and so forth so i'm gonna go back and have it send it out to one signer at a time just to kind of show you how you can set the order for signage there as we work down the right hand side you can include yourself as a signer you can allow signers to delegate someone else to sign for them so you can allow a delegate you can have the document sent back to you as a cc email once they are completed and signed so you do have that option there you can also set reminders if you click on the set reminders and we want to make sure everybody gets their uh signatures on there as quickly and as efficiently as possible so i'm going to set that to every other day so in this case uh every other day the persons who have not signed the form yet would receive an email just reminding them that there is a document for them to sign there's also a session expiration so if you need to collect a signature before a certain date we can click on the calendar and we can set the date for the expiration of the signature session i'm actually not going to set a a reminder or an expiration date so i'm actually going to blank that out and uncheck our set reminders but you can set those as well all right when we're ready to move on to step two and we'll go ahead and click on next here in the top right hand corner and this process will go a little faster because i'm kind of talking through it here a little bit it'll go a little bit faster for you uh just stepping through it here but uh anyhow so here we are on our second uh page here we have our invite signers and i mentioned that we're sending this out to one signer at a time so we have our sequence of signers here in this third column and all you need to do is just simply change the sequence of the signers here if you chose to do so uh and uh and that way the signature sessions will be sent out to one person at a time and when they sign it'll go out to the next person and so forth you can also grab the line here in the second column there's a little grabber tool and i can drag this up into the right area here grab this guy and bring him down and i can then resort it that way too so i can literally grab and drag and drop the lines here so you can either use the drop downs or drag and drop to resource the orders but confirm you have everybody here you can also double check their email address to make sure they're correct uh and and then we can go ahead and move on to the next step all right so now we need to designate who's going to sign where so i mentioned earlier that we have buyers and sellers on the form that we're signing so we need to designate who's going to sign where and in the buyer number one of course i'm going to select our buyer and in seller number one i'm going to uh add our seller here and i'm also going to include myself here in this session as well just to show you uh exactly how this is going to work all right so when we have designated who's signing uh in what area we can go ahead and click on next but kind of keep this in your pocket because this helps you understand or this will help the forms understand who's signing where and it will auto populate that information on the forms before you send them out so trying to streamline that process and make it as easy for you as possible so uh keep this in your pocket here for just a moment we're gonna click on next and there are uh spaces on the form that are not set for a signature and that's okay so i'm gonna go ahead and click yes to continue moving on but it's just a reminder to make sure that you have everybody on the form if there are additional signatures of signature fields on the form so there we go so now we're brought into our session documents here and we can see the document or document if there's multiple documents or forms that need to be sent out in the signature session we see them listed here so that looks good so we're going to move on to the next step and that is going to bring us into creating or editing the document here that we need to send out for signature i'm going to scroll down the page here a little bit and we can see that as i scroll down the page we have our buyers and our sellers and then we have our other signature here again just for demo purposes and we can see that they are also pre-populated on the buyer line and on the seller line so again that drop down box that we just looked at a moment ago will help you define where those signatures will land in the system we've also color-coded the signature boxes so the yellow ones will denote a signature there's another color we'll look at that here in just a moment for the initials if you need to add initials as well as the green is for date and that kind of thing you also have the option to mark up the document or add additional signature lines as needed if you need to initial something we can drag those into the document as well because we have two toolboxes here one on the right and one on the left uh and if we needed to say for example strikeout a a line here i'm going to grab our strikeout on the toolbox here on the right and i'm just literally going to drag it onto the form place it over the text in this case what i want to strike out and then i can mouse over the edge of it and drag it right out to strike out that entire line and it of course wraps to the second line so we're gonna include that one in there as well uh and there we go so we've made a modification to the document and now we perhaps may need to have everybody initial this modification so on the toolbox on the left we can drag in the different elements here for in this case a signature or initials in this case it's going to be initials but before you drag this on notice that in the top of the left-hand side here we have our signers and this is a drop-down box and this will show you the different signers for the document so before you drag anything on there you need to to know who's going to do what uh and then select that person so we're going to have both people add a an initials to this document so i'm going to go ahead and select greg here from the drop down i can then drag his initials onto the form here and you'll notice that the box has his initials in there gz for greg ventura and and that's where he will add his initials to the form i can then from the drop down select our friend trevor and drag his initials on to the box uh i'm sorry onto the form here and we'll see that his box here now has the tg for trevor gray and that's where he will add his initials to the system as well so whoever you're dragging on uh or whatever element you're dragging on just be sure you have the correct signer uh here in the drop down uh you do have some options here with the boxes there is a gear icon for each of the elements and you can click on that and that will provide you some options here in the top right hand corner there's also a when you mouse over a red x and i can actually click on the red x to remove these elements from the form as well i'm actually going to go through and remove these from the form but if you do go on to the next step so with the strikethrough it is a modification to the document you'll receive a pop-up window that will confirm that you are permanently changing this document for this transaction and click the ok button to move forwards and so there is that so don't be surprised by the pop-up but i'm going to remove those for now i'm going to scroll down and so we've modified our document we have our signers available down here at the bottom and i'm going to click on next and that's going to take us into our preview where we can get one last look at our document before we send it out i'm going to scroll through the whole thing and make sure that i have all of my signatures and date fields and initials and all the markups that need to happen on the document and i do so we're going to click on next and this is going to take us into our last step before we begin the signature session so at the beginning we had the option to edit an email message we can continue with that if something has come up along the way or some more information you want to include in the email that is sent out you can do that here as well once you're ready to begin click on next and this will begin the signature session it will bring us to our signature session information page this page becomes a permanent part of this transaction lots of good information here that helps you document the process who's who are the signers when this was sent out when they sign and so forth so this does become a permanent part of the transaction record for for this transaction close the tab just to get out of this and there we go so we have begun our signature session and i'm going to go back into our rdocs side here so we are on our forms and we're going to run right back to the dashboard so uh that is kind of the whole process as far as creating a transaction adding forms and documents and contacts we've created the signature session and uh and so this is where you can manage a lot of the you know all of your transactions and whether they're buyers or sellers and so forth so uh but now that we've created the signature session as i mentioned an email will be sent out to those who are involved in that transaction let me just drag this over to my screen here so i'll receive an email similar to this one here has your logo here at the top uh information as to what is going on so it has asked you to sign a form called remedy so that was the name of the the signature section that we had created uh let's get started a little bit information about the signature session and what's about to happen but when you're ready to begin there is a review and sign so when you click on review and sign that's going to take your signer into the signature session the first thing they're going to need to do is select their signature if there name is incorrect for whatever reason it's misspelled or maybe in this case i have a casual name in here and i want to use my formal name i can do that and edit that and you'll notice that it does change the font down here as well same for the initials i can change the initials as needed here as well let's go ahead and make that a capital and then the signer can select the font style for their signature use the right left arrows they can scroll through and see the different font styles as well as if the signer is using a touchpad such as a tablet or their phone or something like that to review the documents and sign they can also use a biometric input such as a pen or stylus or their finger and to do that they can click on the draw your signature button here or the text and that will allow them to then use their finger or a stylus i only have a mouse here so i'm just going to scribble in here but you get the idea is the person can add in their signature and initials here of course because i'm using a mouse i'm terrible with my signature there so i'm going to go back and use the font style as my signature there when you're ready to begin there's an agree button here there is a disclosure available so the consumer can look at the or your signer can look at the disclosure form but they just do need to check the i agree box that will light up the start box and we're going to start our signature session uh at the very beginning of the signature session this pop-up will show it just basically gives the signer a little bit more information about the signature session what each of the boxes mean with the color codes uh and so forth so nothing to do here it's really informational but it is important so the designers know that the yellow boxes are signatures in the orange boxes or initials and things like that so click on got it and that will open up the signature session your signer can review the document read through it scroll through it and see what's going on and because this document has been sent to me as the signer it only shows me the areas where i can sign i cannot see the other boxes being available to sign because they're not they're not pertinent to me they're not specific to me however as signatures are added you'll be able to see who is signed already and who hasn't so if uh if somebody else has already signed the document you'll see those on the form here all right so when we're ready to begin in the top left hand corner there's a big start button click on start and that's going to take our guide we have a little guide that will will step you through the the signature signatures and all the different elements that are valid to you the signer will bring you to each of those elements here within the form i'm going to click in the box in this case the yellow box to add my signature and when i'm ready to move to the next form i'll click on next again and our guide will move to the next box that we need to either sign initial or date and i'm going to click in the box again to add my date and as you click next it'll work its way through the form so you hit all the points throughout the form that need this person's signature date or initials that kind of thing but once you get to the last field if you click on next again it'll just take you back to the first field to make sure that you you've circled right back around to the beginning there and this pop-up will happen this overlay will happen it says would you like to complete this signature session i've completed all of the elements that i need to on this forum so i'm going to click yes and that is will complete the signature session so we'll get the confirmation congratulations your signing session is complete and emails will be sent out so in the case where this is a sequential signature session the next person in line will receive an email now uh and they will then be asked to go through this process and add their signatures to the forms as well once the signature session is complete you as the as the agent will receive an email letting you know that all the signatures are there the documents and forms will all show up right back in the transaction uh automatically for you so you can review them there as well i'm going to go ahead and close my signature session and we're going to go back into our docs area here but that is the signature session from beginning to end and i hope that makes sense to you i know that dave and amanda have been fielding questions here through the chat i hope there's some good ones but i am open to questions now if anybody has anything they'd like to bring up awesome thanks so much charlie um i know uh one of the questions that again i hate to be the guy that puts you on the spot but i'm that's what i'm here for so some people ask you know there are so many different um applications out there that people can use for electronic signatures and you know there's different platforms out there it if you could just hit some main bullet points as to what sets our docks and constellation one apart from some other services that might be out there uh that's a good question so there's there are of course a few competitors out there and a lot of times when it comes to selections of what people use as programs it comes down to familiarity or what they're comfortable with uh we do think that we have the better product out there in that it is streamlined we are continually improving the product uh and making it easier to use as well so uh but we'd like to think that this is a very streamlined very easy to use product for managing your signatures it is fully compliant with all the legal requirements you can archive these transactions off and so you can always maintain an archive if an issue comes up later on you can always refer back to the signing session information page there uh and it is admissible in court and so forth so it does meet all the legal requirements there as well but uh we just feel that this is an easy to use user friendly on all accounts not only on the agent's account but on the signers account as well so that they can get in here and manage the document you can share documents amongst other people within the transaction so if you are representing the buyer but perhaps the seller's agent needs to have access to the forms you can also manage user permissions of who accesses what you have an ongoing record of of those times when people access the forms and documents within the transaction as well so uh it is a pretty comprehensive program and uh and there is a lot that you can do with it it is very robust but uh it is also something that we think is is pretty easy to use and pretty streamlined him so we hope that you do choose it and as dave said it is part of your uh fee at this moment and so you know feel free to dive in and take a look at it and we're confident that once you do use it uh it will be something that you'll realize that is is easy to use and streamlines right into your current workflow for your transactions absolutely so and i i agree with you 100 especially when you try to compare and contrast two different products you're also a different customer than your competition you know you may be doing your business differently than you know someone else just down the street so really the best thing to really do and determine how our docs and constellation 1 compares to some other software is to log into your my state new york state mls account and start utilizing it if people want to know the differences is the fact that we're offering it to you free right now this is the best option for you to start comparing it to what you may already be using or what you've used in the past is because at this point right now there is no commitment to you there is really no financial loss to because we are offering this to you now free with your my state mls new york state mls account up until september 1st uh people want to know how much this is going to be this is going to be 15 a month in addition to your my state mls new york state mls account as long as you're a member of new york state mls my statement you're going to be able to get it at that rate of 15 a month again that may be even cheaper than what you're already paying for some of the other services out there nikki wanted to know if this is available only to new york state mls members no this platform works nationwide uh and as charlie had mentioned before you can even go ahead and upload your own documents so we've already in the my state mls new york state mls version of the constellation one rdox platform we've already put in some generic forms for you to start using if you do not need to use those forms if you have different forms that you need to use you're certainly going to be able to get those uploaded to the platform so you're still going to be able to go ahead and use those your own documents if you need to because you're going to be able to upload those directly into our docs the next question charlie that someone had was are you able to use a single email for two different parties so what if you have two different people that need to sign but they're sharing an email is that possible or does the contract need to go to two different emails uh that's actually a good question i would need to double check on that but it's my understanding at this point that it would need to go to two different emails because we use the email address to identify the signer so unfortunately yeah if there's a specific person who needs to sign uh they can do that they may be able to do that through the delegate option as well so they could probably uh use that but i would need to double check on that just to see what that workflow is specifically perfect and right now we're looking at your screen of all your different transactions and someone wanted to know what's the difference between forms and documents you know we've got all those different numbered forms there we've got three forms and one document for 15 delmar what's the difference between forms and documents forms are forms of course that are added in their fillable forms you can add in property information buy or seller information you can add in you know whatever the form criteria is so forms are usually a template of some sort that allows you to add in additional information documents would be things like inspection records uh or uh you know if there's an inspection a roof inspection or something like that or other supporting documents to the transaction whether it's a report or a an escrow uh documents or things like that so just uh uh supporting documents for the transaction not necessarily uh fillable uh sometimes a document may need a signature session sometimes they don't typically forms are the ones that will move the signatures all right so exactly so forms are the kinds of things that are being used for the transaction where they're being signed by buyers and sellers whereas documents are so to speak the the third party forms that are being brought in from third parties as you said the inspector or an appraiser things like that which are just all to be bundled in just for collection purposes and organizational purposes they stay within that transaction exactly uh someone else asked there's two parts so i'm gonna kind of add in um what's great about this platform is we've discussed it in previous webinars with constellation one is that if someone's account lapses they don't pay for their account or they cancel and they come back their form should still remain within the rdocs cloud so to speak correct charlie that is correct and they do remain in here and uh also the archive of past transactions that have closed will also remain in here as well so you potentially can access them in the future as needed awesome now on the other side of things what if someone wanted to have their account blown out they want to delete all of their transactions is that possible as well that is possible you can manually come in here and of course in the top right hand corner of the transaction tile on my mouse here there is a trash can so you can actually delete these transactions manually through the system as well doing that going through that process you'll need to delete the forms uh and if there's any active using esign sessions you can delete them uh as well so yes you can uh uh delete them from the system and delete does mean just that once it's gone it's gone there is no real backup of it or anything like that so your my recommendation would be to archive it off instead of actually deleting it perfect and just keeping up with security and you know who's seeing what and deleting things and saving things who has access to the transaction information that's saved on an individual's account uh the transaction so of course the the the dashboard that we're looking at here only you have access to it or anybody who has your login information uh and then you only are the you're the person who has access to uh manage the uh signature sessions as well as uh you know deleting and archiving and things like that the other permissions for uh people that you can also provide to really is just permissions to the forums or the documents within the system uh so that they are not able to really see or access any of the other transactions or information that you're seeing so it is kind of siloed if you will uh and the you know people that are that you're representing or people who are the other side of the transaction they can only see the the forms and documents that you allow them to see so as i mentioned earlier when you add uh documents to the system there is that permissions page where you can send it as a private or as a public and private means it's just for you public means it's it's for others who are involved in that transaction and then you can designate who those people are in that so maybe it's just the buyer's agent not necessarily the buyer needs to see a form so you can upload a document uh make the buyer's agent available visible to the buyer's agent but not necessarily to the buyer themselves or or what have you just a simple example there all right and of course as we stated at the very beginning of all this it's summer is our busiest time for real estate typically so people may be doing dealing with a lot of transactions they may have three or four that they need to work on right now is there any limit as to how many forms someone can send or deal with at a given time per month per day per year is there any kind of limit uh no there are no limits to the transactions that you can add in the forms or documents so as long as it's specific to the transaction you have full access to upload whatever you need to upload and manage the signature sessions so yeah no no limits on on that perfect and as we were putting in contacts uh you know we had all the different fields available for a customer or a seller whether it's their name their phone number their email are any of those feel are there fields that are required are there fields that that are optional do we have to put in all the information or is it really just name and email that's required uh on the contacts so to add a contact let's go back to our form here so the only thing that's really required is to define what side of the transaction they're on uh and then their first name last name and uh you'll want to have their email address and their phone number in there just for contact information everything else can be left blank for them perfect awesome and then an email that i got which this was even not even in the webinar but someone had asked me about this being a direct email to me is after we've done a form we've sent it out to both parties but let's say we need to add an addendum to it or we need to maybe we need to strike out a line afterwards how can we send that back out so i know that we saw that we can do a strikethrough before we send something out but let's say a form gets completely signed all parties have signed it but then they said they agreed to change the terms or conditions how can we go in and modify that to then resend for another initially is that possible it is possible and it's the same process as what we did with the signature session the form will be in the forms there you'll see the signatures on the form uh and you can just resend it out for signature and then modify it as needed okay cool thank you and uh just a general question that i see a lot of people getting is whether or not this is just for new york members again this is for both new york state mls and my state mls so whether in you're in new york california oregon louisiana texas mississippi north carolina south dakota wherever you are in the country you have access to use my state mls and with that you're going to have the ability to go in and take advantage of the constellation one format so you're gonna be able to use constellation one you're gonna be able to use our docs no matter where you are uh in the country uh someone wanna know who owns the data that is entered into constellation one uh is the broker is it constellation is it the mls is it still them they just want to know who owns that data that's put into the database uh you own the data and uh so it's all yours though we just work as a repository more or less and and store the data in a secure uh area uh so it is uh uh on our servers of course but we do have you know digital security physical security and all the requirements that are needed by this uh by the government as well as our own uh requirements but you essentially own your data and can maintain control over it all right perfect um i think that's all the questions that we had today so charlie again thank you so much for joining us what i'm going to do is i'm going to take control real quick uh just again so everyone can see exactly how to get access to the my state mls platform thank you everyone i appreciate everyone's time and attention on this and i do hope you jump in there and take a look at it it's a really great product and easy to use and uh and is really efficient to to get you moving forward with your transactions so uh everyone have a great day and a great weekend thank you all right thanks charlie so again for those of you that are with my state mls new york state mls you're going to be able to get access to this right away all you have to do is go ahead and once logged into your my state mls new york state mls account you can click on digital docs on the left hand side bar menu all the way down there at the bottom or from the account drop down you're going to see digital docs you're going to click on that tab on that button if you have not opted into our docs already you're going to receive a screen saying opt-in to this platform if not that's going to bring me into my rdocs platform which again just as we saw with charlie's demonstration you're going to be able to go through and go in this so absolutely no matter where you are in the country you're going to be able to utilize this and right now we are giving this free to all my state mls and new york state mls members so you can go ahead log into your account now and start taking advantage of this right now once you've started to use it what's going to happen is on september 1st the free trial period is going to end for my state mls new york state mls members but you're still going to be have access to this it's going to be just 15 a month and as charlie said if you ever need to deactivate the account and you want to reactivate it down the road all of the documents that you've used either during that free trial period or while paying they're still going to remain on that rdocs account so you're always going to be able to pull them up at any other time so again if you have any other questions if you're interested in signing up for my state mls just go ahead and go on to mystatemls.com and click on that sign up button right at the center of the page it's going to take you right through the process if you're not a member of the mls membership is forty dollars a month or 330 dollars for the full year with monthly billing there's no long-term commitment you can go ahead and cancel at any time yearly billing is going to save you a hundred and fifty dollars over that monthly rate so you can take advantage of the entire mls for that full list we are not part of your local mls any other entities that are in your state in your area my state mls is an independent mls outside of any local mls and is a great platform for you to use whether you do not have mls coverage already you're looking to expand your mls coverage you're looking to use it as a marketing tool whether you're looking to use it as a recruiting tool my state mls is a perfect platform for you to get more exposure on your listings and to grow your business partner that up with the new constellation one rdocs platform this is going to allow you to become more effective and more efficient than ever before in addition to individual pricing we also have office pricing as well so if you're looking to give our docs and my state mls to all the agents at your company we do have discounted office pricing if you're interested in that please send me an email at dave mystatemls.com or if you'd like give me a call at so if you've got some 888-769-7657 coming up if you've got some contracts coming up some closings by all means start using this platform see how it compares to what you've already been using if not you can sign up at any time at mystatemls.com or or nystatemls.com for those of you here in the empire state again if you have questions about my state mls new york state mls office pricing individual pricing how constellation one can work for you send me an email at dave mystatemls.com or give me a call at 888-769-7657 until then have a great day and i'll talk to you soon you