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Save digisign document

hey Aloha c21 Ohana welcome back to our sky slope video tutorial for this tutorial I'll be covering how to set up your documents for digital signature using digi sign now at this point we've got our contract documents transferred into sky slope over from zip forms if you have not seen that tutorial please refer to the previous one it explains how they should be waiting for you and working documents and here's the contract package that I transferred over you can upload them as well if you don't want to email them in but we will select this package of documents and then you want to select the digi sign option up here now at this point we don't have a transaction file created quite yet in the sky slope since we are sending out our documents for our initial round of signatures so we're going to select the no property option up here in the top right here's your package of Docs we will hit next to go to the signature screen now for simple its simplicity sake I will be using myself as the broker so I'll select me and then we will put in a purchaser put his email address in and then we will select his role for this example we are representing the buyer so we are asking for a purchasers signature and we will say he needs to sign and we'll save that now I've got two signers one broker and one client and I'm going to hit next now you will need to place your signature fields for each role that each person will be playing in the transaction I like to start with the broker so I will hit the signature icon up here once and then I will move down to the signature line over here like I mentioned I'm the broker so this is fine now we want to place our purchasers signatures we'll start down here at the bottom of page one for this we only require an initial so we're going to hit the initials option up here place it down here and select the purchaser we also need a date over here so we're going to select the date box move it down here and now you've set up your initials and the signed for your purchaser which you can do at the bottom of each page of the purchase contract and then set up your signatures over here ideally you'd have all this filled out already but we're just doing an example today let's put one more initial here your standard addendum so I want to do the same for here and then your as is addendum as well anywhere that requires a signature this is your chance to do it on this screen so make sure you have all your signatures set up and once you do so you can scroll back up to the top click the send button you're ready to go this will be sent this screen prompts you to write in an email subject your client or your broker will receive these documents in the form of an email from digi sign and so we want to say that it's the contract and then leave a message a nice message asking them to sign and then you just want to hit send for signatures here and that's it that's how you send out a contract package using digi sign when it is completed you'll get it back in your email and also back into sky slope and with the next tutorial we'll cover what to do with that contract package when you get it back