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Assign signature request recipients of the document

in this video we're gonna work on preparing the envelope which will allow us to get documents signed by our clients so here I've selected all four of the documents and I'm just going to click on DocuSign and when I do this it will create an envelope and you see it kind of changes to this other this other areas other section here now here's a very important way that we need to assign so when we click on add a recipient we must click on pre tag roles okay so for this example I'm going to sit there and I'm going to select Sam seller as seller 1 myself as listing agent on the managing broker say this is what I like to put in the management broker and listing agent 2 because now I can add them directly to this listing and allow them to sign so I've just added the salt people in here I'm gonna click Add selected and now what that does is that gives me the order in which I want to do which I want to send them out so what you'll see right now is if I put one in all three of these all three of these people will get the document at the same time so what I probably want to do is I want to put myself as two in my managing broker 3 now each area does it a little bit differently so certain areas may not require documents to get signed by the managing broker and ours our listing agreements are required so basically my seller would sign it I could review it I could sign it because it also requires the agency sign and then I could it will automatically send to the managing broker here so I will click Next and now what will happen is they'll open up like a preview window that will allow me to just double-check the information and/or assign additional signature fields as needed so in this all disclosure so it shows that Sam seller all these fields are assigned to Sam seller for him to fill out and as I go through I can see exactly who was in this case if I click on here it will show me like John's iam but he's required as the agent to sign here so they're all labeled I can add additional signature and initial fields here and then when I get done I'm get ready I can click send and then this will send the documents to in this case it would go to my client first the seller and then the seller would have to fill it out and then I would get notification notified that hey he has signed it and now it's my turn to sign so that is how you will request signatures in DocuSign rooms