Write eSign Negotiation with airSlate SignNow

Write esign negotiation

hello its Laura lein with JLA Realty and I just want to share some more tips on using transaction desk so I'm going to go through a mock sale on a property meeting that my clients have just picked this property on MLS we viewed it and they liked it at 17 5:31 boathook this is actually this is mock this is not actually a transaction I have working so I'm gonna go through it as if you're creating it if you're already past the stage already past setting up the wizard and everything go I skip ahead to the east line is the other thing I want to go through is sending your contract for electronic signatures because this is built into transaction desk so we're here and on MLS page matrix which I'm sure you're very familiar with right here this little green symbol right above the picture that's going to take you directly to your transaction desk okay so just click that right above the picture of the little green and a half fan and it's going to take you first into the wizard the wizard is just going to kind of let you pre fill some there really is not very much you need to pre-fill on here because matrix has already kind of teamed up with transaction desk and most of it's already there you do want to add your template so you have all your forms ready if you have not already created templates please get with me to do that or there's another instructional video that will walk you through a buyer's template you can also create one for your seller you can create one for your rentals if you need help with those let me know and I'll just create another video for those so I have a template here named representing buyer so I'm just gonna click that it's gonna add that template it's going to import all the information from par onto your contract there is an option to import from realist but that's not really necessary unless you're creating a listing and it's not in hard yet so in this case horse already I say har har they're they already have everything there okay and then of course I'm the selling agent since I'm representing the buyer and I'm gonna leave use wizard checked because I like to do that because it's going to put in so much the information for me it's going to save me a lot of typing and a lot of work to create that contract so it's gonna take it just a minute to pull the information and there's about four or five steps that you go through that are really quick and easy the first one is details again it's going to import most of that for you you're not gonna have to look up the tax numbers it's right here already for you lot block everything's there there's only two things I usually even touch on here I go ahead and and select it as residential I don't even know if that's necessary but I just do out of habit and then I've noticed it asks for a lot and block over here it shows it to you here but it doesn't put it here so always just add that lot number eight block nine it's right there easy for me to type in there's not really anything else that has to be put in and I do caution don't over put too much information because if you need it to change later it might be a little bit harder you don't want it to default back to something but just for practice I'm gonna go ahead and put in 174 let's pretend that they're offering a thousand dollars less and then that they're gonna put eight thousand dollars down we'll see if that auto-populates actually haven't used that yet but just for practice we'll see what happens if it puts it over there on the contract so we're gonna hit next that's going to take us to step two there's nothing that I've got on step two I don't think it's necessary so I click over to step three this contacts page is necessary and you'll see one of the great things that transaction the desk does automatically is it pulls the listing brokers information the listing agents information and all our information you don't have to save any of these as a template I have noticed that people will put this in the template and then it's going to show up twice so transaction desk already has your information via har so they're going to import everything from there already so what we have now is the two agents and the two brokers so all that's handy we need to send an email to one later we just click on it we don't have to look up their email address we don't have to look up their license number just makes it super simple so what I would do here though is I would add your buyers you're representing the buyers so you should add that here and you should add the title company if you know it at this stage in the game so you can add an existing contact meaning it's already been used in transaction desk before you don't need to add yourself as you can see har has already done that for you you can add from Google or you can create a new transaction contact if you don't have a Google contacts it is very handy to have that and it will pull it over from you I'm gonna go ahead and use it just so you can see how it works and then I'll add another one manually just so you can see both ways how that works so I'm gonna select the Google Account that I'm using that all my contacts are in it actually pulls everyone over there for me and then I'm gonna search for a client here so I'm gonna go ahead and pick Nick it says no email and so I'll have to type in the email but sometimes always be cautious always look because sometimes it'll say there's an email there and it doesn't always transfer over so go ahead and and type it in - or if it's blank for any reason make sure that that's there because that's the most important thing in order for you to send for electronic signatures later it needs an email right here it doesn't have to have anything else but an email first name and last name but it's also very handy to go ahead and put address and phone number and if you have it if you're importing from Google it's going to import the phone number for you already if you have the address handy and I'm gonna put a fake one in here and well actually I'll put one that's in my database already so I'm gonna put one in here or if you didn't have it already of course you would just type these fields in I mean wife it's another one phone number so what I'm going to check for is I'm going to look to see if that transfers over onto the contract of course if you don't want the address on the at all some agents don't then just don't put the address in here either way you can delete it later when you're writing the contract so no worries either way again you have to click that address tab in order to get over to that part with the address and phone number is and your email criteria is right here at the front ok and so I would click Save and also in case you're not using Google it's very self-explanatory it's just create new transaction contact let's say that we're adding and always select the type which I didn't do on the last field so let me go ahead and do that I always select that there the buyer let's see and you want to make sure you have their email of course use my butterfingers there okay so that's all you have to have in order to send an e-signature okay and then you would click Save remember like I said I had forgotten to select that nick is a buyer so I'm gonna go back over here see it only says general if if they don't know what role that person plays they won't know where to put the signature lines later then you can edit it later but it's better just to have it here so I'm just going to click on his name to modify that go up to the top and click fire and I'm going to show you again all the options you have there you don't use a whole lot of these but there is one right down here that's very important to use and that's the title company if you don't put the title company there it may lose it later so I'm going to save that there okay and this particular agent asks that we use first American Title in their description on MLS so I'm going to create a new transaction contact I'm going to select title company and then it's gonna put everything I need in there and again this isn't set up as a as a company contact so I'm just gonna put first American his first name and title as last name and then you want to make sure to put click over on that other tab and put the address in which I don't know by heart so I'm just gonna just going to put something on here for the sake of walking through it okay so we've got first American title on 1st Street in Crosby ok and save so I mean you can add other people but these are really the only ones that are going to go over to your contract later so and so this is just handy to have it's going to import all that information so you have to type it into the contract and of course appears in the same title company many times you're not gonna have to enter that and again you're just going to select them as a title company and it's going to autofill that on the fourth step what this step is is it's just letting you pick any forms that you want to use for the contract since I have a template already set up these are all the forms that I already have in my template does this mean I have to use all of these absolutely not at this point in the game I can delete anything I don't want to use at this point or I can just ignore it there the whole transaction never open it or click on it or send it of course we're going to use information about broker services we're going to use representation well you probably have a representation agreement one two for third party water district that's going to be used in this situation and always use your for your protection get a home inspection even if your clients don't want to intermediary okay this is not with my same brokerage so I can go ahead and delete this now I don't have to it just kind of clears up a little bit of room there's not as many to look through later this house was built in I believe 84 so I'm gonna delete the disclosure for let base paint it's not required so I'll go ahead and delete that most of the rest of these I would leave and the reason I think this is handy to have this template already set up is because maybe I'm writing this contract really quick and I forgot that it's in a Water District so you know in a perfect world the other agent would have already supplied that water district form attached to MLS in the files but we all know that almost never happens so I have it there handy in case I have to look it up myself and fill it out I guess that it's nice that the other agent has it not only has it but has it filled out for you in documents on matrix but and also let's see maybe I might have forgotten general notice I've just got all these here so I can kind of scan through maybe this particular property is it is in a homeowner's association so it's reminding me oh yeah I need to check this one I need to fill this one out so I'm not deleting any of these because they're both going to be used so the very last step on the wizard is showing you any documents that either I preloaded or the other agent has pre-loaded I love this because then I can already have access to right here's the sellers disclosure anything that comes down here on the bottom is something that the other agent has added to matrix I didn't put it here matrix put it here so I didn't have to go looking for it right from here I can open this up I can look at it look at what the sellers disclosure says about this property and I can even just go ahead and download it or print it or send it to my client I'm not going to at this stage because we're still in the wizard you can always do it later but it's just it's nice that it's found that for you and it's added it to your transaction so I'm going to go ahead and click done and we've already created our Wizards so we've got everything we need right here so right now we're on the home page of this transaction and it is automatically labeled the property address if I want to change that I want to add to it maybe you want to add the clients name I can specify that if I want to do I don't have to but and it's showing that the transaction is open so the other sections we have right here what you're mostly going to be using is the forms right here that's where you're going to fill out everything you need for your contract but just to give you also an idea of maybe you still want to take a look at that sellers disclosure documents anything that was uploaded as a PDF is over here in documents I did notice that was sideways hopefully that's not a problem but let's open it up and see what that looks like to go ahead and okay good it looks like we've got a button where we can turn that around thank goodness so then we can go ahead and download it with this button to send to our clients if we click download it's going to send it right down to the bottom for us to do what we would like with it or we can even click this pin and send it to get signatures on it right away by itself but I like to wait and send everything at once so my clients not opening up several signing documents so that's documents anything PDF uploaded as documents anything that's fillable and as your typical forms are right here so in order to write a contract on this property we're going to go over the forms and then we can one at a time go through what we're going to need you probably already have your IBS filled out there's actually nothing to fill on it bars representation you probably already have that and just to make this tutorial not three hours long shorten it a little bit we'll just jump right over to the one to four and and vaguely just jump through that now I see it's put in their names for you where they're supposed to go it does not always auto populate the seller and that can be a good thing because many times you'll find out that if it's pulling it from tax records it only pulls one name or does it pull the correct name so you can you can jump over to your tax record easily to find that or just text the other agent ask how they want the names put in there so it does look like it did put in the 174 that we autofill again you don't have to do that honestly I think I will just leave that brick blank because it did not put in the 8,000 we were gonna put in as a down payment that we can just type that in I would leave that blank next time on on the wizard but in and this is all editable so you can you can change that if they decided no you know we're gonna go ahead and offer 175 just change that okay now see how it auto filled first American title it actually put the $8,000 here automatically that's interesting Ernestina is not 8000 so off to look back at that wizard one more reason not to put too much into the wizard we didn't need to put numbers there and it's actually put something I don't like there because your earnest money is not 8,000 that was our down payment and I'll have to look back maybe I just put it in the wrong box looking at it too quickly but this you do want it to autofill what we've seen I don't know if they fixed it yet but if you don't add first American as a contact or great American or fidelity or whoever you're working with if you don't add them as a total company as a contact this might delete later when you go to send for signatures I don't know why possibly they fixed it since then but in order to make sure this does not delete make sure you add them as a contact and you can add them as a contact after the wizard it's not something that has to be done then you can always go back and do that if you forgot that so we're just getting after times sake pretend that we're already filling all of this out title policy shall be you know at sellers expense and in whatever issued by now I thought this also automatically saved but just in case we'll go ahead and show it here okay and you're gonna cover your normal normal situations where you're checking this that and the other on your contract we'll just pretend we're filling all this in the property is subject to homeowners associations buyer has received the notice we've actually it's actually attached and we can send that for signatures there by our accepts of property as is say $500 service contract the closing will be honor before let's say about a month away so we're gonna go for the 18th it's going to autofill that for you and upon closing and funding you almost never use special provisions you've all heard that in the bootcamp be very very careful with it or don't ever use it at all contributions let's say they're gonna ask for 2,000 in contributions la-dee-da this is all stuck you've seen over and over and over and over again okay so here we are seeing that it did fill in some of that address that we put in again don't put the address on the contacts name if you don't want it there and possibly it may let you delete it too but if you're not going to put the address here please do call your title company and give them all of that information even if you don't want it filled on the contract at least have an email address and possibly a phone number at least an email address for the total company be able to contact anyone ok so it auto-filled all of that we're going to pretend that we're checking any addendums that we have here you must always have a third party financing and loss at the cash sale termination you know you can put in your whatever you want there hundred dollars for 10 days whoops get a click there ok will be credited right now this is another favorite area and it's none of this I had to fill in so it's saying that Coldwell Banker and it's pulled their license number I don't have to look for their license number it's pulled the agents name and license number it's pulled her address phone number everything that I don't have to look up or type in and that makes me happy because I have so much more that I need to do so it's also put in my brocro information license this is all being pulled from har so it should be accurate always double-check to be safe but it's it's always been accurate for me I'm gonna check that I represent fire only as fire agent and seller only a seller and agent for the other other agent there on the transaction okay and then go ahead and put in what you're what you're being paid on you're part of that and that's just about it you're kind of you've got everything at least on offer stage that you can enter so this auto saves but I always like to make sure that it's saved so I'll click file go down to save and then over to save this file or you can also additionally save it as a PDF if you want to but I always click save just to make sure I don't lose anything if you go in and out too quickly it's possible you can miss an autosave and something not be there for you so the next thing we're going to do we're going to pretend like we've been we've filled out all the other addendums and so forth that we need with the contract and we're gonna send this sentence for signatures so I think that there's actually probably four ways to do everything in transaction desk I feel like the easiest thing is to just click the sign button up here or you can go back to the transaction itself and select all the forms that you want to send so in my case I'm going to hit the back button and I'm gonna start checking what I want to send let's let's pretend I haven't sent them the buyers rep yet and the IPS which would be bad but let's just pretend 1 2 for third-party financing let's depend all of those are filled out and we're gonna send all of this for signatures okay and just for times sake we're going to stop there now this basket is what you always check once you want to go to the next move I know that it's tempting sometimes a special if you just emailing to pass it up and go to this envelope that's not actually to send email that's actually a whole different thing where you can send all your documents directly to one file from your email but that's way past this so always check your basket as soon as you checked what you want to either email or assign or fax whatever it is you want to do you put them in your basket and then always click your basket okay once now you've got your basket open it's going to show you everything you have you can look over that list again real quick and then you can click fine now you will notice that this is only giving me forms it's not giving me the documents but I'll show you where to get to there how to get to that to later so you're just going to click your sign and all then just line it's already connected to transaction desk you don't have to do anything extra you don't have to go to another website you don't have to sign in anywhere else it's just going to take you directly there okay so now we're ready to send this to our client to get signatures on the offer so there's two different ways you can sign you can sign in line or you can sign to where it kind of goes to everyone at once and whoever signs at first then it goes to the next person I kind of still prefer sign in line I think sometimes I think it's to two people at the same time and they're both working on at the same time it it might get a little jumpy so I just I still do it usually to go to me first especially if I have a signature block to sign would you do on some of those forms and I think web-based pain and if there's a few others you know which ones they are but so I usually leave it fine in line you can do either way and Advanced Options they do things I don't mess with this very often but if you want to put a time like you they only have a certain amount of time to accept the offer you can put in an expiration date so that they maybe they only have 24 hours to accept if they don't sign it within 24 hours it's no longer there for them to sign okay you're going to look at your participants that means who we're gonna so it's going to give us an option of everyone that we so far have looks like I need to add a email for total company but I can do that at any time so let's say that we're sending it to the buyer of course I'm gonna send it to myself I always like to do that make sure there's not anything that I need to sign on it we're gonna send it to both the buyers now you can set this up it's your choice if you wanted to have your buyer sign in you sign it and then if you're actually signing something hit remote you can actually send it make it to where it then goes to the list agent as soon as those signatures are there that's a personal choice you can always send it after it's signed or you can set it up to automatically go somewhere else or maybe you're on the other side of it and as soon as you get your signatures back you want it to automatically go to first American you can send it directly to it's gonna send it in order so do what you want with it but just to be simple we're just gonna send it to the buyers right now okay so I'm gonna add those three and myself you can change the order if you decided no I'm gonna be the last one to sign it you just click that arrow and it's gonna change as a position who gets who gets what first okay you can just reorder them by or the wife you know she's available right now but he's not gonna be off work till 6:00 then maybe you want her to receive it first and he won't see anything until she hits complete signing unless you check that other box where just goes to everybody at once okay so you're all set there Oh forgot if you want to add a document just click Add here I'm sorry that's not the right one on documents but we're gonna look at the documents we have so remember I said I didn't have the sellers disclosure because I was only on the forms page you can just add it right here now these are the options it gives you you can upload anything you can you can go into Google Drive you can select from forms that's where we were before so right here I want to select forms and documents that's going to give me a list of everything and I'm gonna go down to third party where are we I can't get my screen down low enough to show you let me try closing this out okay there it is it's my computer screams a little screens a little bit tight okay so there's the disclosures I'm going to check disclosers disclosures because I want to add that for signatures now remember you're signing blocks are going to be already set up on one of us all those forms but anything that was uploaded as a document they're not going to be there yet but I'm going to show you how to put initials on the bottom of each page all at once so you don't have to spend all day adding initials to your sellers disclosure okay it's telling me that that form is rotated so it's kind of nice though it's gonna let me see the whole let's see how many pages there are it's that nine let me see 139 rotate pages okay so they're all they're all they're all done close that out okay so now it doesn't let's make sure it doesn't have a flag on it it doesn't have a flag on it anymore so it's good to go so it's nice it gave us that warning because I have forgotten okay so from there and you've got all your documents you're ready to sign just put it into design that's going to let you just double check to make sure all your signatures are over there going to be it's also going to let you kind of read back through the contract make sure that you haven't forgotten to check a box or put a put in amount somewhere you know several pages so it'll take a little bit to fill out or to open up okay so you'll see here it's already got your buyers initials where it's supposed to be an automatic date you're all set there in this case this one needs my signature so it's already got my box there of course if you needed to add a signature if something was missing I've never seen that on the forms it looks like matrix just really good at having everything it needs to have in there but you will see it a little bit on like lease documents and things like that there might be something missing especially if it doesn't recognize someone if they didn't ask what role they play you might have some trouble there but everything looks good here so far gives you a chance to reread the contract one more time if you want to make sure there's nothing missing obviously there's lots missing on this one because we're just doing a mock transaction but you might if you get to this point then you see oh my gosh I forgot to check one of these boxes here you can use markup you can just draw a line with this freehand you can you can put an X using this you can type something in say if you decide you want to go ahead and put in a phone number here on markup it's going to let you do it now if you use drag-and-drop and text it's going to allow the client to put the information type it into a box so in this case let's we already know their phone number I'm going to click markup I'm going to drag it over here place a box and put in whatever you want in there okay if you change your mind and you want to delete it just hit that delete button and otherwise it's there so again if you want your client to fill something in while they're doing the signatures you would use this text box you would drag it over to whatever it is you want them to fill out and then as they're going through the signing process they're going to see this and they're going to be able to type something in there okay you can't type in this one but you can type in the markup so drag and drop is for your client to fill out markup is for you to add something okay same goes for checkbox if there's something there's one that is mandatory and one that is optional so if you want them to click on something that they needed and of course I'm putting this in crazy spots right now but you know what we won't mean what we mean they're going to have to to mark that or you can put an optional one where of course this is an area customer would normally be marking anyway but just for demonstration say I'm just showing you how to use that tool there okay now one thing we're going to find is all these signatures are here where they're supposed to be everything is almost ready to go but you remember me talking earlier about the sellers disclosure it's a PDF it was uploaded by the other agent so we don't have our check boxes here so a very easy way to make sure you get all those initials in normally if you're driving if you're putting initial somewhere you're just clicking that initial you're going to make sure you're going to select the person you want to initial that might delete that one let's just pretend that we needed Kathy to initial something on this page it's always going to put it up here in the corner or just drag it over to where you want it maybe there was a correction here and we wanted for initial there so there's that but now if you want all of the pages initialed on a contract which you're going to want to do on a sellers disclosure because it's pretty long you're going to select initial pages plural it's going to ask you which form you want that those initials on and we want it on the boat hooked us the sellers disclosure okay and we want the buyers and you can check or uncheck but in this case we want both the buyers to have initials on all pages of the sellers disclosure I mean if you remember which one is a signature page you don't have to select that one but it's just easier to delete it so there you go you click continue and then every single page of the sellers disclosure is going to have their initial boxes at the bottom so instead of have to open close and back-and-forth you can just drag them kind of just slightly move them over to the spot they're supposed to be into okay and I'm not gonna go through dragging each one of them I'm gonna go to where the signature page is because you'll need to add their signatures here so you don't need the initials on this on this signature well actually it looks like you do so no problem we'll add that again so again add the signatures you just select the person here you click sign here you drag that I'm going to go ahead and also put the auto date in there for them and then I'm going to pull over to the second buyer drag and drop sign here click auto date sign there and of course earlier I accidentally deleted the initial because I thought it wasn't you'd own the initial page it is so I'm gonna add one more initial here box anjaii get over there I'm sorry these are so lengthy but there is a lot to go through oh it looks like she didn't label it but she actually did have also mandatory membership and homeowners those issues so that's very that's handy that's nice we like that she just uploaded it with the sellers disclosure and so again you'll just delete that initial box and then add the signatures to that page because of course here it's pulling everything that the agent initially put into MLS it just pulled it over there for you okay I'm not gonna do both because it for times sake I'm trying to pick up the pace a little bit again the same thing here it's asking for signatures just to leet your initials on this page I didn't know that she had these forms available because it was only labeled disclosure but it looks like she added the property water district and the home bird Association so this is probably not going to happen very often because usually they're labeled but just for tutorials sake I'm also going to show you how you can go back and delete a form because if we have one of those forms check now it's going to be sent twice and that's not necessary so you can actually go back from here save and continue and everything you've done is not going to be lost so all those signatures you drag and drop they're not going to be lost okay so I'm gonna go back to where we were I'm gonna look at the documents information about broker services residential buyer tenant 104 family third party okay so I didn't have those duplicated of course normally I would have though or again normally maybe I would have already opened that and read through it and known that they were there so either way you know it's we have crazy days as agents so if I had to go back here I would just click an X to delete something of course I've already sent them of our representations and just for as an example sake if you had to go back into editing part and delete something now I've just deleted it okay I'm gonna go back into define where I was before don't have to it's all already saved but I'm just gonna go back in there because that's the steps that you would normally take then we're almost finished I promise we're almost finished and getting ready to send for signatures so all your little signature boxes are all there you can do a lot of things with this play around with it make a mock one play with the drag-and-drop play with the markup I think you can change your your your colors and fonts and all different kinds of things but let's just pretend we're all done with that and we're ready to go ahead and send it to our clients everything we need to do is done so we actually can just click send invitations and it's going to send them to them or if you'd rather write your own personal message you can do that here so if you just want to send them for e-signatures go ahead and send it or you can customize invitation emails here if you'd like to do that it's going to give you a spot for each person that it's going out to you can put the subject here's the contract you know let me know if you have any questions la-dee-da and you can do that for the for the for kathy then you can do that again for for nick right here just just like a normal email it's gonna have a subject and message before they open it okay and then you would just click Save and it's going to put that message in for you and send invitations and it's gonna go to me first oh they're they're officially set now they're on their way to the client they should get there within a minute or two it's actually very very quick okay now it's showing us what stage the signing process is in so you can click the status at any time and see who's opened up the signing process and where they are with it so if I click this button it's going to show me who it went to first and what stage it's at so it's supposed to go to me first so that means I can jump over to my email and look for it once I've opened it it's going to show off enta kata there's going to be a race flag right here and then once I've signed it it's going to show a race flag right there and then it's going to go to the next person okay so maybe a little odd to open up my email here but when you just open up the signing process real quick so that you can see that okay so this is my invitation this is what it's probably going to look like for your client to sign a participant invitation okay so it's inviting me to sign these documents it really is this simple all you do is click your to sign that's it just click here to sign if you've never done it before it might ask you for it might ask you to pick a the type of style font signature that you want or something so the very first time someone uses it it might ask them for that sometimes I've even heard and asked for a password just click past that if it does I think that only asks getting case you've set up a PIN number for that client so all they're gonna do once that these forms are open is they're gonna click start and it's going to take them right to the very first thing now remember I had in there a place that I could put in information the first thing it's gonna do is let them fill that out and then I have those optional and you know if you have that in there it's going to take you when you when you see their signature all they do is click on that that's it and I already have a signature picked out so it automatically put the one in there and it automatically dated it these are the only signatures I have your client may do the same thing about five or six times they can even do this on a phone if they get this each signature on the phone all they do is tap the screen right there like I just did on this part it just tap that and it signs it and then it goes to the next one and it signs it and goes the next one that signs it once they're done they can stay and review it they can save it as a PDF or they can just click complete signing they must click complete signing in order to go ahead and for it to be sent to the next person okay so I've just sent a form to someone I don't know alright so that's all there is to it and once well let me go back into out then assign so you can kind of see that one that one that we showed you okay so I'm gonna I'm gonna hit the refresh button here and it's gonna show that oh it's going to show that it's sign me out okay easiest way to get right back into the transaction without having to do much is go right back to the matrix page and click that simple again it's going to take you right back to where you were on that page don't ask me why it signed me out there but and it's not just going to take you to transaction us it's going to take you right back into that transaction because you clicked on it in matrix so that's just how fast I went back to it so this is everything that's going on with this property you can edit contacts right here you can you can look at your forms right here here's your signing so we've already created a signing we want to see where it's at just click signings and it's going to take us right to that when I showed you you you you might have several here but of course we've only created one here's the example of it here give it just a minute to open and see this shows that I have not only opened it but I've completed my signing this right here is showing me that the participants email is is full or incorrect that's because I made up a fake email let's say for instance you did make up a fake email and you accidentally added one more oh and yahoo or something if you click Edit right here you can change the email I'm just going to put mine in there you can change the email you can save the participant and it's gonna automatically resend it I didn't have to do anything right here but edit that email because I put in an extra oh just just for an example and it automatically resent it so if I go back into my email it's now gonna say it's now going to invite me to sign as Kathy so regardless of all that and then once once that's open its gonna give the checkered flag here and here and then it's going to go over to Nick every time someone signs it's going to show you the status so I can open up the document with just these signatures on it and then at the end it's gonna have final document once you have a final document it's gonna be in your document folder for you so you don't have to go looking for it you don't have to save it as a PDF you don't have to do anything that go back into your documents now since this one is not fully signed it won't be in there yet but just to give you an example I'm gonna go back home also it'll show like a little lockbox on it once you're in that okay so that was boathook I'm going to open up that property so once they find it you're always gonna find what they signed right here in documents it's usually going to be at the bottom you can click go to documents of course only reason mine isn't showing here is because it's not fully executed yet and I'd have to have a few more people playing along signing documents to do that but it's going to show it here and it's also going to have like a little padlock I think in red that padlock is gonna show that it's a locked document it's been signed so it's an official final document it'll have that lock box by it alrighty then I know I've been going on and on and on and I do hope that some of this was helpful please text me or call me if there's an area you would like me to go over there are so many avenues in transaction desks there's so many different ways to do different things but I do find it very user friendly and very helpful and that it imports so much data for you I also do a lot of things on matrix so I'm happy to help with videos in that area too I'm just going to try to maybe at least once or twice a week think of something that I can publish that might help so anyway thanks for everything have a great day bye bye