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Digi sign sales agency agreement template

future use if you have any questions please use the chat box and yourself and thank you again case people are doing this yep hey guys um for those of you who don't know me my name is Casey and I work out of the Bangor office I'm going to share my screen today we're going to go over digi sign our electronic signature program which is right directly in sky slope when you're in your sky slope program did you sign is located right in your dashboard for those of you who aren't aware with did you sign it's right on your dashboard and this is what it looks like right here can you all see my screen okay so first we're going to walk through the process of sending out a did you sign and then we will open the digit sign as if your client we're seeing it so that you can see what your client would see on their end so we'll click into digi sign once my computer wakes up you okay so once you get into did you sign you'll see you do have a section for drafts sent and completed so did you send will save anything that you have sent in the past and your completed did you signs so we're going to come over here and hit new envelope and that means you are going to start a new digi sign a new electronic signature so we're going to hit new envelope and stop me anywhere along the way - if you have any questions I don't want you guys to get confused about something so just chat or feel free to stop me so once you get to this point you if you say you have something that you just need to send out to someone to be signed it's not associated with appending a listing anything yet you would come up here and hit no property if you do have a pending or a listing in your sky slope already that you want the document you are sending out to be signed to come back into that sky slope file you would come all your files in your sky slope would be down here and you could select whatever property it is that you want that document you're sending out to go back into so if you selected for example this address whatever document you are sending out that document would come back into that property addresses file when you send it out so for this example I'm going to choose no property and just pretend we're sending out a document that is not associated with a address at this at this point in our sky slope so we're gonna choose no property and then we need to upload a document so we are going to upload I have a file right here we're going to upload just a purchase and sale that we need to send out to be digi signed so this document has uploaded and we're going to choose next but just so you guys know you can upload as many documents in here as you need to if you had a say a purchase and sale and a buyer agreement you could upload them both here at the same time we're going to choose next the agents name whatever who ever sky slope file you're logged into your name will always come up here so if I were the agent my name this is why my name is here so to enter your clients name whoever needs to sign it you need to hit a new recipient so I'm going to pretend I am sending this to a client and I'm going to send it to this email address this is my clients email address and they are a purchaser and they need to sign if this person only needed to receive a copy you could choose this drop-down and click receives a copy but for this example we want them to sign so we're going to leave it at needs to sign and then click Save if you had a second purchaser that also needed to sign you would come up here and hit new recipient again and add another client in there for example if you had a client a husband and wife who have the same email address you can do that don't add them in on the same new recipient add them as again a second time so you would add this person in and then add new recipient a second time but with that same email address you can in here if you have two different people then you could change these around to say who you want to sign first or second but for this example we're only going to have this one person signing so we're going to say next and then this is where you are going to put your signature and initials on your document to have them sign up on the top here you have all your fields that you have the option for you have your signature initials the date signed date and time a writable field which is the field that you can put in and then once it's sent to the client they can rate it to have the option to write in read-only that you can put in and write something in but the client on their end does not have an option to write anything in and then full-name if you put where to put it down there it has the clients full name and then a checkbox if you put that down the client has an option to check once that sent to them so for this example we're going to choose initials right now and in digi sign unlike some programs where you have to click and drag in digi sign you don't have to click and drag you only have to click and then you can go down to buyers initials and then you just click and move up to the line so that their initials are on the line now for example if you did have two clients that you added back if you click this drop down that second clients name would be here so you would just click again click that drop down and that second clients name would be there and that would change to their initials but for this example we only had the one person so we're gonna go down and fill in all the initials is make sure that you get them on the line and then signature so we're going to click on signature and then put on the buyer and then date signed and put it on the date and then we filled in everything we need to fill in so we're going to come over here in the corner and hit send and then you the subject is required so whatever you want to type in there so we're just gonna say please sign and then you can type a message if you wish and then send for signatures so now you've sent that out to your client and then you click done and now you can see in your digi sign under your sent that that has been sent and you can look over here in this little history button and you can see that it has been sent and then you can track it you can follow it's been sent but it hasn't been opened yet so you can keep track if the client has actually opened it yet if you're waiting for it to come back so I'm going to go over to your clients email so there it is in your clients email so this is what it would look like on your clients end they'll get it it'll say review and sign when you click on it when they click on it it's going to open up and ask them what type of signature that they want so we're just going to click any signature and I agree and then they have to click start and it's going to bring them to everywhere that they have to initial so we're gonna click the initials it'll bring them down to everywhere that you have put in where they need to initial and sign and then it's going to let them know that they're done and then they submit and then it gives them a copy of the PDF that they have signed and it opened on my other screen and so there's the copy of the PDF that they signed all initialed and signed and so it's all initialed and signed it gives them a copy it also emails them a copy to their email so it's already come back and emailed them a copy it also goes back to your email as the agent and it also comes into your completed in your digi sign so you've got that already as well and if you like at it also comes back into your completed in your digi sign as well do you guys have any questions on that so far next I wanted to show you the process of crossing out and changing a price on a purchase and sale I know some of my agents have actually questions yes so I wanted to go through this if you start a new envelope sort of the same process we just went through we'll say for example no property and then we will upload a purchase sale and then we'll go max and then we'll use the same person as an example we'll say purchaser and we'll say that they have to sign but say this this price on the purchase and sale wasn't agreed to say it needs to be changed sometimes you guys cross these off and write in a different price manual handwritten just something you can do in here and did you sign if you use this read only and you bring this over and you click it over here and you bring it over here and you use your dashes to make a line and then you bring it up over the price it crosses the price off and then if you use your read only again and bring it over and type in say you just wanted to change the price needed to be changed to 155 instead of the 150 you just put the 155 right there so it's nice and neat instead of all handwritten and unloggable in some cases and then of course the clients initials would need to be over there as well so then the clients initials are there then you've done that all nice and neat and then of course you would go through the same process you would send it out these sign and send for signatures and you're done and I'll show you what that looks what that looks like so that it's nice and neat once you're done instead of the ones I know sometimes we get ones back that have been changed multiple times and then by that point you can't really see what the actual ending price is once they initial and you submit you and then whoops I didn't get the line quite on the price but the line it should be right over the price and then the initials and then the price so that changes it so it's a lot neater than just the actual price being written in and everything all right I see some some questions yes both signers can you can send a document to both signers at the same time and then yeah Elaine the client has to choose a signature each time that they get a document they can choose the same one each time if they want though you you see the other thing I wanted to show you guys really quick too is I wanted to walk through I created a fake listing just so I could show you once my computer catches up with me all right so say you have a listing in your skies slope and your business support specialist has marked your home warranty decline for example not signed by your seller so your home warranty hadn't been signed by your seller when you had uploaded it so that's marked as incomplete so you can come back into your document into your documents tab and come over and find your home warranty and check mark beside your home warranty and come up here to digi sign click the digi sign button and that puts your home warranty decline page right into digi sign just as if just as the same process we just went through but that puts the home warranty right in there hit next and then go through the same process we just went through and send this out to your client if this client for example I named Mickey Mouse I have kids so that's all I could think of hit Mickey Mouse enter their email and then hit next and that's going to send that out to that client it'll come right back for example right into your documents tab where you're sending it out directly from directly from that sky slope file so it'll come right back into there for you once it's all signed and then you can go and reassign it right to your checklist so then you're complete you're compliant once they get back there another suggestion - one thing that I do from that same tab is for example if we're going through a agents file and they haven't signed their listing agreement or their buyer agreement just a suggestion for business support specialist we send that directly from the documents tab the buyer agreement an ELISA agreement to the agents if the agents have forgotten to sign those documents we'll send it right to the agent right from here - to have the agent did you sign just because that's one less step versus just telling the agent to remember to sign it it's just as easy for us to send it to them that way and have them electronically sign it you guys have any questions or do you want me to go over anything else what's that Gary it's very easy to use specially on the user end but this happens more than you think when both you have two buyers and their signatures their initial are the same so they usually pick the same exact you know thing dealing with select whether you're you know signature types and then it becomes hard to see if they're different because they're not different they're the exact same so I'd usually tell people if you have same initials different initial views you know I'm sorry different yeah the different signature when you're confusing the other thing too is it does tend to have when you put those boxes and sign your initials or do that line that you did it does tend to see how it moves up it's not exact all just move up a little bit yes I usually don't put a line Eisley put X's right across them yeah that's another option - yeah XS completely gone things that I do but it does it does allow faster uses up from the user side so I would it's a little bit different than like the other thing that ma RS you know provides to us no way to eliminate the original price versus is strikethrough yeah instead of just the strikethrough like gary said you can do the exes that's another way yeah Gary's comes through with the exes sometimes we've seen that oh okay I take type of question please h5 has a counteroffer does anybody ever use that as well yes yep yep that can be used as well people do use that but we have seen as well the first page with the crossed out price that's why I wanted to show that because that can get messy so that's a better option for the typed if you are going to do it on that page the typed way is a little better because the ones we see sometimes they're very illegible well and also it's nice to have the price final price I think on the first page but maybe you could say you're welcome at its my info on the AMA type forums in did you sign or do you have to edit the PDF one yeah no you can add do you mean Danielle do you mean add the client name on the ami AMA yeah like you know how the forms are blank and then you upload them I always end up uploading them and then forget how my clients info and then I have to go back and re upload everything so yeah you how do you edit it in digit sign because when I do that it's like do you have to use a read-only tab yep the read-only field if you put that right on the top where you would have their name you'd put the read-only field right on top and enter their name or you could use the full name field as well and that would put their full name in there okay that was what my issue was I was hitting signature and I'm like that's not going to work you're welcome does anybody else have any questions usually if I make a change like on the price and I've got the we'll see the first person change penis agreement in zip forms so I can just go and make the change there and then just update upload it again that way you know it's everything's clear that's if that's option option you right yep yep that's definitely an option as well yep yeah everybody does it a little bit different this is just another option now in the with zip forms like what the is there a way of sending documents to be signed through zip forms Clara there is a tab or something you can use or is it better to go through sky spoke for but tronic signatures I mean it's it's very easy through sky slope with digi sign but there is an electronic signature program in jet forms okay any other questions perfect well this will go out in a recording later this afternoon on in the Daily Bulletin think you can see so much and if you guys have any other questions or would like any other tutorials on products that we have please send an email to marketing at Masiello and we'll get those on the schedule for you guys have a wonderful day and weekend thanks guys thank you