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hey guys this is leah with scott larroy marketing and in today's tip video i'm going to show you an exciting new tip in docusign how to do in-person signing okay so with the room side of docusign there's not naturally a way to do in-person signing however this workaround will show you how to create an envelope to then have your clients sign in person if you're on an appointment with them you can hand over your device to have them sign the form sitting right next to you all right so the first thing that we're going to do we are in our docusign account and make sure you're accessing that by going to realestate.docusign.com okay so again that's realestate.docusign.com to log in you can always pause the video to log in if you need and then we'll go ahead and click on the room that we want to set up in person signing now from that docusign room we're actually going to go over to the envelope section specifically okay and so for this part of the video you will have had to have already added the documents you need to the documents section of um of your docusign room i'll put a short little video in the description of this video on how to add documents to your room if you need that right but you'll need to go ahead and have your documents in your room you can do that by clicking add on the top right and once we're there again we'll go ahead and click on the envelope section of your docusign room so from here we'll go ahead and click on new on the very top right to create a new envelope and think of the envelope as snail mail here right so we have an envelope what we're going to do is add the documents that we need to the envelope and then add the recipients so we can send that off so first things first we'll go ahead and add the documents you can do that by clicking on the room docs option here all right so when you click on room docs it'll pull up any of the forms that you currently have in your docusign room so you can click the check marks on the left hand side and click add selected it just heads up you do also have the option to click use a template if you want to pull in any forms from the templates section of docusign specifically and then we can go ahead and scroll down to the recipient section of the envelope all right so in this section here you can go ahead and click on add recipient you can select the pre-tagged roles option okay the pre-tagged roles option so the very first option if you select that you'll then have the option to select your client from the drop down menu and if you're not seeing your client here just make sure you have your clients added to the details section of your room that should automatically pull over from kw command if you created the transaction in command first however you can go ahead and go ahead and select the client from the drop down here and if there's two clients in the transaction you can select the second name and click add selected all right so it's pretty typical to go ahead and set up an envelope here you can leave that as needs to sign for right now but one part i do really want to emphasize is the email subject on the bottom here so this is actually an important uh part of this process to name the envelope something that you'll recognize because you'll have to select from every envelope that you've ever done so i would recommend changing that from the default and the email subject on the very bottom of this page so you could do maybe in person signing dash the client's names okay whatever you'd like it to be just so you can easily find that alright and from here we can go ahead and just click save and close all right so this is all stuff all things that you would want to do typically before you get to the appointment and have that cued up as a draft all right so i have that now as a draft of my envelopes because again i clicked on save and close on the very top right of that envelope on that blue bar all right so now the next series of steps will take you through setting up the in person signing and again as i mentioned in person signing is not a natural feature of docusign rooms so we do need to switch over to the e-signature side of docusign in order to have access to this feature so in order to do that go ahead and click on it'll either be your headshot in a circle in the top right or your initials on the top right very top right of docusign and we'll go we want to click on switch to esignature from that drop down again click on your headshot or initials in a circle in the top right and click switch to e signature so now you'll see on the top left we're on the e signature side of docusign and we want to go to the manage tab on the top of your screen okay so from the manage tab on the top of your screen we want to click on drafts on the left hand side all right and we save that envelope as a draft in our docusign room so that's why we're going to the drafts and i see right here here's that envelope i named so you can see why naming that a unique name in the email subject of the envelope is helpful so you know which one that goes to so now that i have that so i could go ahead on my appointment pull this up and click on continue on the very far right so click on continue on the very far right of the draft name okay and here's where things really get interesting so if you'll go ahead and scroll down to the recipients section this is where we can go ahead and change the role from needs to sign to in-person signer so if i have two clients signing i can go ahead and change both to in-person signing okay and once that is done you will need to allocate a host name all right so that is typically the best practice for that that would typically be the agent's name your name okay you're going to be the host is where you are indicating to docusign from whose device is this form going to be signed so if you are filling out the form you know in front of your clients on an appointment you would want to indicate yourself as the host so go ahead and start typing in your name and you should see your email address pop down from that drop down so again as soon as i start typing my name you should see that option drop down to select your name so i'd recommend putting your name as the host for both of your clients there and then we can click on next on the very top right so i clicked on the yellow next button on the very top right so from here you can make any further edits to the document before having that signed okay so if you need to add any text boxes on the left hand side you can absolutely do that at this time by clicking on that on the left hand side and then clicking to drop that you need to add any text boxes you can you can also add signature and initial fields on the left hand side and so forth and once you're ready for that once you're ready for your client to sign these forms we'll want to click on send on the top right if we are not ready for our client to sign this for whatever reason we can also come up to actions and click save and close right from here just a heads up but if i'm ready for my client to go ahead and sign this i'll click on send in the top right all right so when you do that as you can see it popped up a pop-up for me to go ahead and click on to click sign now um i've seen it do that and i've also seen it take me back to the templates page so if it's doing that you can click on sign on the right hand side there i'll show you that in just a moment here so hang tight if that didn't pop up for you all right about mine it popped up giving me the option to sign now it's letting me know that the agent assigned me as a host for my client michael scott and i can go ahead and click start to start the in-person signing so it now lets me know the host pass control to my client i can click continue the client can click on the top left to agree to the terms and conditions and click continue to fill out the form as needed the first time that the client goes to sign the form it will give them the option to update their signature if they want to change their name or initials they can do that here and click adopt and initial and then it will just take them through to complete signing the form so you can see it takes me down to each field to continue signing this and this is from the client's perspective okay at this point we are signing as the client and we pass the device over to our client to sign they went through and signed the entire form and click finish from the top right now at this point once i click finish they do have the option it'll give them this pop-up to either print the form on the top right here or they can send themselves an email of the form and that will email them a copy of the executed form so i can go ahead and you know put in my client's email alright now gives me the next pop-up right you can see it's really taking me through the process here to pass the device back to the original signer or to the host i'm sorry and then it gives me the option to sign as the second client okay so you might have to switch from drafts over to inbox to see that it's if you're not seeing that option to sign as a second client from the drafts okay it'll typically be in your inbox so now it would give me the option to sign again as a second age or second client excuse me on the right hand side so again you can see how important it is that you label the envelope email subject something that will stand out right because it makes it easier to find now i can click sign and it's telling me that i'm passing this to my second client holly flex so my second client is being handed the device and they will follow the same process here now the final thing i want to show you guys is how you'll go about seeing the completely signed form from your from your docusign room specifically so to do that once your clients have both signed it and that's key okay so in order to see executed rooms in docusign i'm sorry in order to see executed forms in docusign both clients have to have signed it okay will not come back to your room executed unless both clients have already signed that so once both clients have signed it i can now go back to my docusign room and so you can do that in a variety of different ways you can just go to realestate.docusign.com or you can click on your headshot or initials and a circle in the top right and click switch to rooms all right because now we're switching to docusign rooms and i can go into that docusign room in the documents section and i will see those signed forms come back with a green check mark okay so just a heads up this is a little different than dot loop when the forms come back signed and docusign you do have that green check mark here if you open that it'll be a pdf of the form with the signatures on the bottom so and that does it make a separate a second copy of the form from the original so here's my original form with the blue form icon and if i click on that it'll be the interactive form the one i can just start typing in and when the signed copy comes back signed by all parties it'll be a pdf with the signatures and a green signed form icon here all right guys if you have any questions on how to do host and personal signing feel free to email us support scottlavorymarketing.com we'd be more than happy to help you through this process i hope this helped i hope you have a great day take care guys