Incorporate Initials Request with airSlate SignNow

Incorporate initials request

okay well i'm sure there's going to be more people who are going to join as we go of course as always um but today today's class is your more advanced version of app files this is um of course i cover a ton in the basics of app files there's a lot to cover and i will be reiterating a few things but this is taking the next step in the original class i covered setting up your account creating your first app file going through the process of pulling in your files all the important documentation i went over how to import values which i'll go into a little bit further today so this is kind of checkpointing all the things you know and if there's any questions you may have i'm also going to pull in a few features that you all may not know about that would maybe benefit you in different ways that's what this class is all all about so the first things that i want to cover today is i have had a few items that i've got my notes here of course got tons of notes but i have a few items that brokers have requested that i just reiterate like come back and bring up just to make sure everybody feels comfortable comfortable about these particular items the first item i'm going to be going into is our settings because there's a lot of agents who've used like for instance what was just mentioned who've used app files for a while and maybe they need to go back and make some slight changes one item i'm going to cover in settings is under your email footer a lot of times there's some edits that people have made to their signature whether they've gotten added some new designations or if their phone numbers have changed to remind y'all that you need to come back in here and put in a new footer now the process is extremely simple right here there is a copy button when you click copy it will copy this particular address right here you can do it two different ways you can right click and copy or you can click the copy button the reason why is you're going to open up a blank email with just your signature in it and you're going to send that blank email to the system to update the signature so give it a little time to refresh after you do so i'll do a quick example let me make my window a little bit smaller so i can still see the chat box so say i'm in my email right now i've copied that email address i'm going to create a a new new email real quick i'm going to paste in that email address and say for instance i have now become the technology guru now okay subject line could be signature and all you have to do is send it into that email give it a quick second to refresh i was going to say pumbaa whatever i could think of but you know but that will take care of your signature line so you'll close it you'll refresh your signature i mean you'll refresh your app files you can go back into your settings check your email footer and you'll notice now i am the technology guru now just as simple as that just a little bit of housekeeping goes a long way of course same with your user photo i've had ernie here for a while but in nine years i also got a brand new headshot so if i want to clear my current photo say okay let's let it work its magic and remove my headshot i'm going to go browse and i'm going to grab my brand new headshot that i had taken i'm going to select my new headshot say open start the upload and now i have a new headshot in my app files this is these are just little items that i know a lot of times agents forget that this is here so just go back and make these quick changes of course now you can see my nice little headshot all right so another item i want to cover that brokers have mentioned is the merging and splitting of documents it's very important i'm going to bring up this quick example real quick to show you the process and how easy it is to do so okay so i have all my sales documents over here and then say i want to merge them together let me make my window a little bit larger okay so right here on the far left side there is a merge paperwork option i'm going to click on the merge paperwork you'll see that there's a selected forms you'll see the available forms that you have you can put them in one by one by just clicking on them and they'll populate on your right side so one by one i can add each one okay you can also move these documents in different order so this little green line button right here you can move the document wherever you want in this moment oops let me move it up and then smart you know merge your selected items now it's 35 pages rather than the individuals they are okay pretty nice your staff is probably going to split them apart anyway you'll probably end up splitting them too as well there's a situation for instance if you had a counter offer and you needed to incorporate it into this merged document okay so i'm going to click on the split forms option to break up this merged merged form so that i can add in my counter offer into this document so you would select your documents select all still going into my sales docs and i'm going to split my selected forms now you'll see over here my documents are back split apart that way you can incorporate your counter offer with your original purchase and sale adding in your item do you have any questions about merging and splitting it's just a great item to have thanks for the thumbs up emily all right so that's just that's one item that i wanted to cover on my list um another item of course reminding everyone you can edit the email address that's tied to any app files a lot of the you know top tier agents they have it as their contacts information for instance so if i clicked edit and instead of this i want it to be sally may so i can remember it easier and have it in my phone under the contact so that when i want to send a document straight off my phone into app files you can you'll just select that email address put it into your new email and you'll have it ready click save changes now you know this app files email address is sally may now it's a nice little feature to remember okay it's about to close up so drew can you give an example of why someone might want to um email something that sally may may have sent over to them into app files are you recommending that more is so they can have records of emails that were exchanged between them and that particular client see i think of it more of the way of getting the documentation quickly from my whether it's my mobile device or whatever that i can easily grab that email address that i know and send for instance uh floor plans or any documentation that i don't currently have into this app file so i have it for record that's how i think of it perfect do you have any other options that you would think of no that's perfect i just wanted to have an elaborated example so people might understand how they they would use that function so that's awesome of course all right so the next item i want to cover um is kind of thinking for more of a staff situation oh i've got a quick chat so i got a quick question that says when i copy the email it always pastes a lot of extra is that the case for everyone if you click on this copy button right here it's gonna probably have um i'm assuming zero zero zero peach two road in front of it and a bracket behind it is that what you're saying yes that's exactly what i'm saying yeah and so in that scenario yes um so this would be you keeping it on your phone so you know this is the only but if you can just keep this but if you use it for instance when you're trying to pull in documentation from for instance our docs take off the front clear off the zero zero peachtree road take off the bracket on the back because they only want to see the email address yeah or else it will not send because it's not technically an email at that point so just make sure this one's in your phone so you can easily plug it all right so there's some offices that actually use app files for marketing material and request one option i do want to cover is this option right here which is your photos option nat files so for instance if you want to have photos in your app files to share with the contact or with your marketing coordinator this is a great option when you click on the upload photos option you'll have a window just like all the other ones when you're bringing in headshots you're going to browse i'm going to go to my app files folder where i have one two three easy street okay so i have a few photos of my listing you can click and shift select the last one and add them all in as files into this document i'm gonna hit start upload hopefully this won't take too long i didn't even think about how big these pictures were i just snagged them for marketing am i oh oh it's over here on this side that's right all right so now you'll see that the photos that i've uploaded are attached to this particular app file you can also select all and you can convert it into a pdf within your app file if you want to send something quickly to someone through app file so for instance if you want to send this gallery you can send this gallery of photos through app files you can convert the pdf uh name it photos and the destination is correct create the document and these photos will become its own document within side of app files for you to share come on no last time i did this this was very quick is anyone in this call for at this moment using um app files for marketing collateral and requests from their marketing coordinators you are awesome awesome so this would be a great way of sharing your photos to them and it's just always have that free link for them to get to it drew a quick question um would you suggest that like all your photos like so if you have a listing like it's your new listing or whatever just upload all of the photos that you're going to use on mls or fmls to the app files or yeah so when i worked with when i was a marketing coordinator we started using app files for this um a lot of times agents would just the reason why they would use this they would select the exact ones they want on a flyer so that there was no back and forth they're like hey drew there's five pictures in my app file for the flyer and they're the ones that i would like to use so the marketing coordinator doesn't feel like they're selecting the photo for you it's a great way to handle it i really do like it also i know a lot of agents that used to upload their description say it's different from fmls they would upload the pdf of their description and let the marketing coordinator know it's in there as well so yeah well this is going a lot slower than i expected so i'm just going to close it because i don't know how maybe it's because these pictures are so large i did grab some high-res pictures so but what it would do is it's going to create a document that comes over here on this side is general paperwork as the photo's in a pdf format just page by page of photos and that way you can add it and share it however you want if you want to email it out to your contact it's a nice option all right all right well so with that in mind so say for instance you have a document and you have you're going to need to use a document again in another app file say you're re-listing a listing or you're going to open up an app file where you have to create a new listing for it one thing you can do in app files is you can bring over a document to another app file so i've opened up this site map and say i have another listing you can use the action option to move to another app file okay so for instance if you have these really great exterior photos of a high-rise eclipse or something like that you can bring those photos over to your other app file i know that happens a lot i know some people who sold the same house five times so you know it might it'd be nice just to pull that information over so i'm going to click on the move to another app file all you have to do is have the app file already available so i'm going to change this to zero one you'll see that peachtree road01 is now available i'm going to click on it it check marks that it exists and it's going to move that document over to the other app file now one thing i would have recommended i probably should have done that first is you can duplicate it as well so when you have the document open uh oh emily did i i'm i could've sworn you could duplicate a file well i'll have to look i could have sworn you could duplicate it first just make sure there's another one is before you move it that's my big thing just make sure you have it in there if you're keeping that document in there if you're re-listing of course you it doesn't really matter at that point copy would work under the actions copy let me see yes thank you i'm so used to using the word duplicate i'm sorry i was looking for duplicate oh oh app files so make a copy first before you send it over to the other app file it's only thursday oh don't do that to me oh we got are we going to get an update next week the app files has been changed from copy to duplicate no don't you do that amanda that's not fair i'm sure on my youtube like chat my youtube video you're all gonna be like don't forget drew copy all right so i've had my dur moment um the next thing i'm going to cover is a new feature some people who have not attended my base basic class recently should know that in your i'm in my purchase and sale when you scroll down special steps have a new feature and it's amazing you don't have to copy and paste your special steps any longer now you have the opportunity to select special steps so i'm in my purchase and sale i'm gonna click on the special steps option and you'll notice there's now a button that says show extremely awesome how many times i've had to answer the question yes you have to copy and paste it i don't have to do that any longer but i will say if there is a specific special step that you use you can have it already in your form values something to think about if you know you're going to reuse it over and over again it can be in your form values for that purchase and sale it's a nice shortcut that's what this class is all about shortcuts making your life easier so when you click on the show option you'll see your special steps you can type in the one you would like say i select this one scroll down you'll notice that it says you can insert at the beginning you can insert at the end so you can have the order of the steps you're adding it's right here so say i've selected i'm going to insert at the beginning there it is say i want this one insert at the end it comes in after it it's all about the order of which it's in there okay and then you're going to save changes and now you'll have your special steps in there do you have any questions about this it's great feature it's been needed for a long time in my opinion drew can you once you've put those special stipulations in can you drag and drop if you need to reorder them uh so you can cut and paste it if you'd like so say i cut it press enter paste it down above it thank you yeah no problem seriously the main thing is it's there and it just populates in can't beat it click save change and you have your steps there and they're in place it's an awesome feature no questions we good yes i'm glad i get to see agents faces this is great all right next feature okay something that it irks me like crazy but i want to bring it up because it's so important signature request okay on this primary window on your tab at the top the signature request tab remember you can track your signature request if they they said they haven't got it you can click to resend your signature request you can cancel your signature request okay i have people that ask that all the time well what if i just need to close you can cancel the signature request there's nothing wrong with that this is your way of tracking what's happened as far as how many signatures have happened just a reminder on this i get a lot of questions about signature requests on here okay let's see what else do i have that the powers that be okay so and this could be kind of a duh moment of course um naming conventions naming conventions are extremely important for every document to have a clean app file make sure you have a solid naming convention if it's an exhibit a make sure on your document you have it named exhibit a legal description this is a this was a request from three different office transaction coordinators because they say that some of the naming that's coming here is just so off the wall it's very important make sure you name it exhibit a legal description make sure you have that right with all of your documentation okay i'm gonna do something really quick too so also naming at the top if you're working with a buyer and they know what listing they want go to your edit make sure you change your file name to the listing itself okay some mark uh some listing uh transaction coordinators also search by fmls number if you can get the f1 fmls number in here that's very important because that's how they search for it that's a request from them so any information you can fill in fill in it's very important also let me put add another document real quick add in a purchase and sale okay so say you have a purchase and sale that didn't get signed and it is useless and you need to get rid of it okay you can move it into a trashed section one thing that a lot of um agents do is they create a new section they call trash okay you can name them any way you want but have a new section name it your trash folder create section and move it in that way you can keep your app files clean very clean at file is very important for you and also your transaction coordinators okay creating a new section keep your files safe if you want to use what i do here with sales docs for your active documentation that's one way of handling it once again to get your document in there all i did was i selected the document that needed to go in i came up to the very top called section i created a new section called trash okay some people have it called dead they have it all kinds of things whatever you want to name it name it that way you can keep your app files clean for your staff and for yourself do you have any questions about that true is there a way to standardize that trash folder throughout all app files or you just have to recreate it each time well there's going to be something i'm covering at the end of this that might be something that'll solve that but you do have to add it normally every time the second part of this class is something i really think would be your way of doing that cool i'll show you so i have a question for you can you change the name of uh document once it's already in uh like for instance in cell stock and instead of naming it exhibit a i want to do exhibit b or something like that to a how do i go about changing it so in this scenario i'm going to click on exhibit a legal description i'm coming up to the very top where the pencil is oh okay i see it and i'm changing in in most documents including the app file that is the case it's a pencil here so say i want to change it and change it to d right after you do this make sure you click the check box which finalizes the name change hey hey drew of course is there uh a standardized nomenclature that our trans you know our offices want us to use do they want us to put exhibit a b and c and then a description of it and then the actual f number of the of the so there there isn't a standardized way of doing this but i am a huge advocate of you just talking to your transaction coordinator letting them tell you how they prefer to see it okay because every transaction coordinator is different so if they say yes i would like you to say exhibit a and then what it is there you go it's a one-time question and you get your answer same with the naming convention for your app files if they want it to be the address dash app or fmls or dash your buyer name then that's your structure from there on out okay i always encourage that same you know same with working with marketing coordinators however they want between you two i would love for there to be a standardized version but there's so many outliers in real estate so that when they come from another company they have their way so best way work with your office staff and see what they prefer cool all right so that covers that also if you're if you're working with somebody you need to add a user i get this question a lot this drop down here will allow you to add a user to your file access okay within your office all right so y'all are going to get kind of a sneak peek on something that's coming up soon it has not been turned on just yet just so you know so it is coming soon um i'm going to switch over to my cob marietta account i just recently did a video for this so you will be informed soon i'm going to bring up my example right here for peachtree road all right so in app files you can now have i'm going to click on add forms your dpn has a new action so there's a new dpn property information form okay click add to section now i have my dpn form you know it's not really that great but it's new you can now import values into your dpn form which saves you time so you don't have to write in everything right so say you've done all of your information on your master buyer which i'm going to be covering in a second say you have all that information you click on import values you say import from form these are the forms that you have already filled in by your buyer brokerage your purchase and sale you can go and go ahead and pull in that data so you don't have to write every single one so if it's at the tail end when you're turning in your dpn most of the information is already filled in you just pull that data in and it's a check mark so i'll click on buyer brokerage i'll choose it it tells me which values are coming into my dpn form start import done okay also especially if you're working with a buyer you can choose fmls you can put in let's see i have an example i think right here you can put in the listing itself oh there it is click search my peachtree road has just come up i'm going to choose it and now this that these values are coming into my dpn form so this hasn't been turned on just yet so keep an eye out for it but this will save you time that's what it's all about start import say done and now the address has been put on the dpn form and i didn't have to type it so the more you fill in the better the quicker this dpn gets filled in without you having to type it so keep your ears out for it they'll be announcing announcing in sales meetings soon and they'll be turning on this new dpn form so y'all are the first to hear about it just so you all know let's see oh no problem of course all right so that is i can't see everything let me close out some windows all right let me make sure i've covered everything that the brokers could have possibly asked for of course i think we're pretty good okay do i have any questions before i move on i've got one is is there something similar to what you just described coming for um like it'll hold on to the or transfer the con your contacts into the email so you don't have to put that in every time for all the signatures when you're trying to send out docs for signatures you know what i'm saying it's hard to ask that question emily do you know what she's asking for exactly are you asking if they'll auto fill yes like yeah like if it'll save like a lot of a lot of different document management systems you put the the buyer or the seller and then the auto pops always their name and email address and everything and it'll just send it out so that you're not having to put it in every time like if you're trying to send out for signatures right i've not seen when um i'm sending anything for signatures and app files i've not seen where it'll automatically pull in the yeah um unless jaron has another shortcut that i'm not privy to not for the email side no i don't but that would be a great new item to add what about when you fill out the master for that particular uh file right there what's that al when you fill out the master for that particular file when they come from there i don't know if i don't think it goes for the email side no but i'm gonna that'll fill in the data within your app files on documents but i don't think for the email side no no no but that's what she wants it exactly what i just got through saying not for the email side just to have it there already uh oh oh well okay well maybe maybe i'll cover it in what i'm about to go into yeah just let me see because i'm so my the second part of this class i'm going over what's called a template in that files so what you're going to do is you're going to have a buyer a template buyer agent file and i'm going to go start to finish and let's see if this answers it because i think every agent should consider having a template for a buyer a seller and so on so that they don't have to keep grabbing every single item and some stuff is already pre-filled in for you just to make life quicker and easier so in this scenario i'm going to be creating a new app file but this time i'm going to be naming it template let's see i have one here okay and i'm going to be working with a buyer this time okay so i'm making a template for the sole purpose of coming and making a copy of it later on okay so i'm going to fill in as as much as possible that is generic information on yourself okay so agents or agent name myself i'm going to put in buyer here um i don't have to put in the buy the person themselves just yet so fill in as much as you can i don't have anything else that i really want just want myself and what it's going to be all right so i'm going to click next to keep going if you already have a team member make sure they're on this for this template because it will be copied and they will be selectable again i'm going to create the app file so this is just a template streamline template okay so now you have to think since this is a template i'm going to reuse every time for a buyer what items do i need in here so i'm going to go ahead and go to my ad forms and i'm going to start putting in the documentation i know that is important my buyer brokerage agreement my purchase and sale and then also go ahead and start thinking there's so many different financing options so go ahead and put all your financing options in because whenever you make a copy you're going to select the one that you know your buyers planning to use okay cuts out that step of having to go and get it so i'm going to click here i'm going to go ahead and add in my see it's my counter it's an option i just want to have some options in here so i'm going to do the all cache as well i'm going to put my conventional and go ahead and add a few more my fha and also my loan va loan and last well actually i'm gonna go ahead and do two more i'm gonna do the gar 2020 clauses and also my dpn as well okay so now i have all the documents that i would universally use every time i have a new buyer in my app files okay i'm going to add these selected forms to this template and i will have to split them up because i kind of grabbed them all at once okay so like we covered before we need to split up our documents i'm going to click on split forms select all and i'm going to split up these documents now so now i have my template that has the paperwork that i could possibly use be using the next time i work with a buyer do i have any questions about what i just did there i want to make sure everybody feels comfortable with this because you'll be able to do this with a seller as well so we just set that up and then we have it there so that we can copy it over every time and we're rocking okay okay the mindset's the same way with this you need to think of what are some areas that you can go ahead and have in here and a great area that i always focus on is over here on your right side your file information fields let me minimize this window real quick so a lot of people in my first class i don't really cover this extensively but the buyer master buyer template and your lender information so say you have a preferred lender you could go ahead and have this information in there ready to roll so i'll do that real quick i'll go into my lender information say i want to do prosperity so you don't have to write this again in later on i'll try to type as fast i can alright 776 whitlock okay phone number do i have her number i do just gonna try to get on there okay so now i have her lender information in there you do not have to click the save button you just close it let it refresh and now her lender information is over here the reason why this is so important is this is another item that you can import in when you're working with your documents okay so it's more data to pull in now the one that'll take me a little bit longer but i do want to cover is your master buyer template when you click on the button that says edit this window cop comes up all of these edit buttons bring you to this exact same window how many times i've been asked that um they're all over here so you would just select which one you're working with so i'm working with my master buyer template one thing i know for a fact i need to make sure that i have in here is all the information on myself so i don't have to write it every time so i'm going to scroll down here to let me see seller seller brokerage firm name i think i have some that oh i didn't populate but normally it would harry norman realtors okay that populates in let's see how many i can get in here four or four and i'll just duplicate so i move faster of course seven three zero zero and the code for which one's this one this is h n b say h eight so don't really know what mine is do not have one selling agent name this is where you would go ahead and start putting in your information one time situation uh let's put that in there there's no real okay say i'm a part of the association for cobb association okay all that information is in there once just once okay that's the value behind this so i'll have these fields and i'll close it real quick you'll see all my master buyer information over here is available once again this is more items that i can pull in to my documents knowing that when i make a copy guess what i'll have to do i'll bring up my master buyer template and i'll fill in my buyer's information that's about it that way i can import everything in okay does that make sense while i'm while i'm doing this i'm just keeping an eye on it so uh drew so do you fill it in on the template or you copy it first and then fill it in once you have the buyer so you want to fill in your information first on this template that part but when you yeah but when you click that copy button and you say hey this is for which i'll go over that in just a quick second when you make that copy and you say hey i'm working with jacob hammer okay jacob hammer creates a new app file with all this stuff in it and i'll i'll do that for you again that's when you would put your buyer information in okay and then lastly you would come over to your documents and import your values because everything's in here now right which is really great so it makes life easier so you don't have to go and get every little thing you've already filled in your information you work with the particular lender it's there so in this scenario i've got everything i can't think if there was anyone else i need to add in got my lender got my information perfect okay so now i have my template up here on the top right there's literally an option that says copy this app file okay that's what this is all about i've got a template i filled in my information i copy this app file instead of having it be my template i'm going to name it jacob hammer okay he's a buyer he's working with me transaction type will be a residential single family home if there's anybody that needs to be added to this document i can do it right here if i'm a part of the team you scroll down any other information that you may already know great but i'm going to click next and this is what it's all about i have all my documents already in here right all i have to do is deselect the items that i'm not going to be using so say i uncheck all but i want my fire brokerage my purchase and sale and it's going to be a conventional loan gar dpn okay i scroll down i create my app file so i've done the structure of what my buyer would normally be when i create an app file but i selected what was relevant to him and then i click create app file it gives a quick second to create the copy hopefully it'll be faster than those photos that gives me time to drink some water i didn't see where the copy button was in the upper right it's right here copy this app file you see it perfect yeah oh okay so now my new app file is ready you click on the here click here to open it and now you'll see there's an app file for jacob hammer it has my buyer brokerage information purchase and sale conventional loan and all the information that i pre-filled in is over here on my right so i'm ready to rock and roll that means i can come in here i can first let me minimize that i hate that i have to minimize everything virtual training i can come over here to the master buyer i can click edit i can start typing in my buyer jacob hammer i'm gonna just use that one home phone number 707 three whatever okay i'm just going to copy this to show you how it fills in okay close down and now i have my buyer's information and my information is now in this documentation just as simple as that i have opened a brand new i made a copy of this app file and it is ready to roll for jacob hammer so now i come over to my buyer brokerage paperwork i come up to import values i can go from form first grab one from purchase and sale add on start import perform another one this time i'm going to import from info fields which is what's on the right side now which i've put in i have 16 items now already there for my master buyer template i'm going to choose it these are the items that will be pulled in obviously it contradicts against my form values but that's okay it's different oh where did it go my screen there so now i can hit start import and say done and now you'll see the items being populated in for jacob hammer so the more you can fill in your template the better it is for you for these kind of documentations but all you have to do is import values at that point so you're not typing it do i have any quick questions about this bring up my purchase and sale agreement real quick is this on the harry norman youtube page this most recent information that you went through it will be it will be in the morning i'm going to put this video up okay yeah every time i do a class like this i'm going to be doing snippet videos as well coming up but this one will go up literally in the morning so you can refer back to it to reference it so i've got my purchase sale once again i can pull from my info fields i've got 16 values to grab i'm going to choose it pull it in this is what's coming in start import if i want to perform another import say i want to go grab the listing information from fmls as well hit search choose the listing this is the information that's coming in from the listing to my purchase and sale i'm going to acknowledge that this is the right data start import and say done so even though you have set up a master template and you've set up a master info sheet you still have to import the information that's correct i just don't have to write it every time that's the main reason for keeping creating this template your master buyer information will just be mirrored over every time you work with a new buyer because in our docs once you set up the template it automatically populates you don't have to import it so are they going to be looking at something like that as a future feature not that i know of at this moment it's all import values i wish that'd be great of course because you've done the leg work that it would mirror into it but not at this moment sorry but do y'all find this to be a valuable option um i'm trying to think if there's any just does anyone have any let's see i've got a quick chat button yes does anyone have any quick questions this class was you know scheduled for really be it to be an hour but i got a lot more covered quickly i would love to take any questions amy and i are on the call right now if you'll have anything you're curious about i have a couple questions i just started using the since our docs is blowing up i've been forced into this and it's actually kind of cool but my two problems are how do i move signatures like i have this that i got signed and my signatures they auto populated but they don't sit where they're supposed to so i can't click and grab them like i can do in our docs but and i'm really bad at guessing like i finally figured out that i can delete them but when i'm putting them back on there i do it like seven times and but it's recognizing as a signature here correct it's recognizing as a signature filled correct so have you tried clicking on this edit button and moving that element so i've used that edit button a lot i don't know that i've tried i i can't slide anything over so so it's mainly initials on a single line so so like just the exclusive listing agreement this happens to be do they want a home warranty or not or which one do they want some of them land correctly but other ones don't so i need to pull a document out of my pile which i don't know i'll mess with it until i can and have them resign it because it didn't like it's worthless to me because it's signed you can't see this but it's signed in the print like it looks like it's not signed even though they've done it so you can make the change you can move you can move that element just double click on it once you have the signature or initials there if they're in the wrong place just double click and it'll change to a different color and then you can drag it you can just move it ah that's what i needed to know so just double click on everything and got it okay and i have another question for documents or for signatures how in the heck did you do you just make the date appear so instead of me typing it in at 11 30 at night guessing if they're gonna try to sign it tonight or tomorrow that so i can do the date under the name i don't know how to stick a date um i think it's on you you can have you tried adding the element for the time stamp so um i i do so i haven't figured out how i separate him i figured out how i do signature and time state stamp together but like for example um on a document that i'm importing from somebody else like a listing exclusion closets come i have to fill a whole bunch of spaces in but i don't know how to here's your signature sign here but then you go ahead and put the date beside it instead of it just coming under the name because i don't like it because you can't read it does that make sense as a question yeah i'm trying okay absolutely yeah thank you no no i'm i'd love this miss flores just go to the uh when you do the edit go to edit and you'll have a box that appears on the left hand side then you pick add text and then once you add the text you'll have a line uh you can put the date okay it'll automatically show up for you so i know how to do that but my problem is at 11 30 at night i don't know if they're going to date it that today or tomorrow morning so i want to reflect the correct date so how do i make them do it not me well if you're the last person who receives the document it's supposed to be you who fills out that part no it's it's not that it's not it's not the final it's their signatures that the date sits out to the to the right of the name but they don't auto-populate because i'm putting them in so there's documents that i'm uploading relocation has a lot of them i want the seller to put the data in when they sign not me and i don't want it to auto-populate underneath it because you can't read it so i'm trying to get a blank so in fmls i can leave text boxes and the person who owns it gets to put that date in i don't like putting dates in for people i mean there's a lot 95 of it it's fine but there's five percent i don't want to do diana you can drag and drop that if you select the role with the initials or the signature and select display date you can move that date just like you did the signature by double clicking on it and moving it out to the side i do that on all mine [Music] is oh that's great seriously y'all uh i'm trying to think um so i do have another question is it just is it possible to yank so i sent a packet of 25 pieces of paper to someone there signing signing signing signing and i see one that's wrong or that it didn't like i'm fixing to pull one page out of my pile do i have to start over fresh and send them this or is there some way i can pull it out of the pile that's already been made and then rearrange it and send it probably not i was gonna say i mean did you just do a recent action and tell them where they've missed that signature i've done that one but this one i literally have to fix stuff on so i don't know if i can pull a document that's ever uh no you got to start i don't i jill triola knows i think she told me you can do that but i don't know how to do it i have no idea yours you can pull you can pull while the action of it being signed i don't unless unless i misunderstood what jill was saying let me text her and see okay i don't think you can separate anything once you have signatures i don't think so either yeah but jill's in this office i think she's in a meeting but um i'm almost positive you can't okay because i think once it's signed you can't do anything with it yeah so you can remove the signatures and just resend right you have to go remember you can rescind but you can remove from just one page you still have to send all of them together but you can resend for just that one page that you need a signature they'll only have that field available to sign anyone know what right looks like on the um receiving end like i've stopped i've been with someone when they got it and they go oh look i can just check here and it signs everything and they didn't look at anything do a test run on yourself do it do a question on yourself it doesn't hurt anything hey drew i thought you could split pages and take one page out you can absolutely okay so if you take that one page out that needs a signature or the signature is missing you can send that just one page couldn't you but see that's tricky i don't think you can because it was part of a full document that was being signed so you're basically just adding in a signed document into something that was already that has already been signed so i'm just going to send them like the shortest possible version with that piece of paper in it just have them do that and then i guess i'm gonna have to print scan email you can't you just split them up like you showed us under your paperwork side and then send that one dot for signature i don't know hang on you can't you can technically do that i'm more worried about it was a part of the large yeah the legal part of it being yes you can technically you can pull you can pull a page out just fine send that for signature but it's more of that it the legal side of it being part of the whole oh yeah it just said no air you can't do it so my problem is i can resend it out but this is the one where the signatures are all it doesn't matter if i get it signed it doesn't look like it's signed i've got it i don't know what i'm gonna do i don't know what's replacing our dogs say that again what's replacing our dogs remind remind is replacing our docks i can't make that work for anything under pressure yeah i've heard i've heard mixed reviews on it big time really but app files you know as a company we're committed to it and it's a pretty solid program once you get the swing of it so