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Cc digi-sign envelope

[Music] let's go over how to send documents for signature using digisign from the homepage you're going to start by clicking on the digisign icon once digisign loads you're going to click on the green new envelope button in the upper right hand corner this is going to take us to the properties page from here you can select a transaction to tie this envelope to your file or click on no property in the upper right hand corner to go forward and this is going to take us to the documents and templates page you can click on upload to upload a document from a file saved on your computer [Music] or you can even drag and drop documents from your desktop you can change the order of the documents by dragging them around on the right side of the page to remove any unwanted documents you can uncheck them on the left side and click on next when you're ready to move forward now we're on the recipients and signing order page where we can add our recipients to add myself i can go ahead and check the box next to my name [Music] to add new parties you'll click on new recipient you'll need to fill out their name email address and select their role before clicking on save we'd add additional parties by following the same procedure [Music] to change the order in which people sign click on add signer group in the upper right hand corner and then arrange your signers as desired you can easily use digi-sign to automatically send copies of the signed document to other parties for example if you want the other agent to get a copy of the signed document automatically just add them as a recipient and then the select their type as receives a copy and click save you'll see that they're in the section of who receives a copy of the signed document and click on next to move forward and now we're on what's called the document tag page at the top you'll have a blue toolbar that has different options as far as what you can place on the document to place your blocks you'll simply click on what you need and then click where you need it to go [Music] you'll use the drop down menu to select who the block is assigned to you can add signature dates initials check boxes or even text by using the read only block to add your own text onto the document [Music] once you've placed all your signature blocks you'll scroll back up to the top and simply click on send in the upper right hand corner now type a subject line and a message that will be included in the email that the parties receive to sign the document it's always good to let them know that they can reach out to our 24 7 support team if they have any trouble once you've typed...