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Add digisign envelope

new agent so I wanted to create a quick video just to talk about envelopes and best practices when you are sending emails through DocuSign so if we start to just think of envelopes as emails I think it might clear up any of the confusion that some agents have around the envelopes so when we go into envelopes if we've never created an envelope before we would want to come up to the top right and choose that we want to create a new envelope so if we think of envelopes as emails think of the envelope name as the subject so this might be the original listing paperwork for this specific envelope so we're saying in this situation that we might want to send the listing documents to the seller to be able to initial in sign so then it's asking us what documents we like to add to this envelope so remember that we have a document section in DocuSign which is where all of the documents are kept we're just deciding what documents we'd like to send right now so again if you think of it like an email which documents do you want to send to the seller or the buyer or the other agent or someone else involved in the transaction right now so I'm gonna choose room Docs and I'm gonna say that I just want to send this document and this document I'm gonna choose add selected now if I prefer them to be in a different order this is the time that I can do that so I can take this and move this over here because they're gonna receive it in one email with all of the documents together if I realize that I sent the incorrect document I could also click the X and then if I wanted to add any more documents I could go back to room Docs and add those underneath that is where we're going to decide who we want to have access to this so we have an option here of pre tagged rolls so it's really important that you have pre tagged rolls if you need your buyer or seller to be able to sign the documents now we have pre tagged rolls because in the Edit details section of DocuSign we added them as either a buyer or a seller so we're going to choose pre tagged rolls and then we're going to say that we're sending this to seller number 1 which is this person and seller number 2 and go over here to select and select that person now we had buyers as well we would add them so we're gonna say add selected and then you'll see DocuSign does something really neat where we've got seller number one and we've got seller number two right next to them we've got a 1 and a 1 that means that as soon as I send this it's gonna be sent to both of them and they're gonna receive it at the same time but if you ever have situations sometimes we see this when you're representing both buyers and sellers where you want the seller to sign first and then the buyer or vice-versa I could make this one number one and I could make this one number two and then what the system would do with it it would send it to seller number one first and then it would not go into this person that we're saying is number two until after the first person has signed and initialed anything and it will automatically do that over here I see that I do have the access of needs to sign which is correct but if I wanted to change that I could click on that drop-down then under the more section I've got where I could choose to add a code so if I want almost like a two step sign-in process that allows them to do that and then I can also send a private message just to this person right here and then I've got the X over here so if I added someone accidentally I could choose that underneath that is the email subject so we're gonna name this original listing Docs and then this is where if you wanted to send any sort of message you could do that then we're gonna choose next and it's gonna take me right into the documents so this is almost my last kind of little look at the documents now this document that I have here is a PDF so if I wanted to go in and drop any signatures or texts or anything like that I could do that by coming over here taking signature dropping it over here and then maybe I need seller number one to sign as well as somewhere seller number two we see that I've got the first seller Sydney seemed more up here that's a drop-down menu so if I need the second seller to sign I would on that and then take a signature and drop it over here so that's an easy way that you can mark up a PDF and then everything else that you can choose is over here then I go into the next document that I have and so we see right here that because this is not a PDF this is the DocuSign form that I added it fills everything out and then down here I added them as seller 1 and seller 2 so it knows exactly where they need to sign and then it's gonna send the date and then I would just hit Send up here at the top right it's gonna take a moment just to send and then I'll get a quick confirmation that everything has been sent and then it drops me right back into the envelopes so you'll see I've got this draft envelope here maybe it's something that I don't need anymore then I've got this one which I just sent which is waiting for others now let's say I realize oh no I forgot to send the sellers disclosure we would want to send that in another envelope so again think of envelopes as emails I wouldn't send an email and then go back into the email and try to stop it from sending to add something to it I would just create a new envelope and perhaps I would name that sellers disclosure add the sellers disclosure go through the same actions and then I would send them to that so I hope that clears up some confusion about envelopes thanks so much for watching if you guys have any questions at all feel free to let me know and I hope you all have a fantastic day thanks again bye