Docusign Transaction Rooms Quick Start Guide.

Transcription

1 Docusign Transaction Rooms Quick Start Guide. Creating a transaction.2 Adding documents....3 Adding zipform documents Adding people to the transaction room...7 Sending documents out for signature ing documents.13 Editing transaction details...14 Attaching Task Lists Adding documents to the Task List...16 Submitting a transaction for review

2 Go to realestate.docusign.com and log in with your JB Goodwin and the password that you set when you activated your acount. If your have not activated your account. Activation Instructions CLICK HERE Click on the Transactions Tab and Click New. Fill out the property information as it is worded on the contract then click CREATE 2

3 Adding Documents: Click on the documents tab then click the ADD button. You can upload documents from your computer, linked cloud storage accounts, and zipforms. 3

4 Adding editable documents from Ziform libraries: Click add then select zipforms Complete your transaction Details then click CRE- ATE This will also create a transaction in your zipformplus account. 4

5 Select zipform library from the drop down menu and click add. Select which library that you would like to use. Select your documents by clicking the whit dot. Multiple documents can be selected at one time. Click ADD. 5

6 Click on the document that you would like to edit Now you can edit your document the same way you would in zipformplus. Some information (Such as the address) will automatically populate from your transaction details. 6

7 When you have completed your transaction click save then click the X at the top right of the page. Adding People to your Transaction: Click on the People Tab, click ADD, then select invite via . Complete the information sheet and click invite. A person only needs to be invited to a transaction to sign documents sent from that transaction. If they want access to documents they will need to create an account when invited. 7

8 Click on the Envelopes tab then click CREATE. Label your envelope then click CREATE. Add your personal message. Add documents by clicking ADD Add people by clicking ADD 8

9 The documents must be in Documents section of your transaction room to add it to an envelope. If not go back to documents and upload your documents. Be sure to select the document with the ZFX logo if you are using the zipform documents. Cick SAVE. Select your Signers and select their Action. (Sign) Cick Save. 9

10 Click Next at the top right of the page to open docusign esignature. Assign Signing Roles then click NEXT (If you do not have any signature fields do not assign yourself.) 10

11 Double Check Signing Roles and click NEXT. Docusign will now open and allow you to edit tags or add fields. If the contracts and documents originated as a zipformplus file most of them do not require you to add custom fields. If you see an error in any field or a name is wrong close this window and go back to docusign transaction rooms to correct the mistake, create a new envelope and send it back to docusign. If everything looks good click send at the top right. 11

12 After you send your document for signature you can monitor the progress under the envelopes tab. When your clients have completed the signatures your document will appear in the transaction room with the green emblem. 12

13 Select the documents to be ed. Click the action above the documents. Enter the other partie s (listing agent) information. Click Send . 13

14 Click on the details tab then click the actions tab at the top right of the page. Select EDIT TRANSACTION DETAILS. Fill out as much information as you can. MOST IMPORTANTLY CLICK UNDER CONTRACT AND ENTER THE CONTRACT PRICE WHEN YOU HAVE AN EXECUTED CONTRACT ON THE PROPERTY. 14

15 Click ACTIONS and select attach checklist. Select the correct Task List then click attach. 15

16 You can now start adding complete documents to your Task List. Click on the + to import the correct signed document. 16

17 Add all required documents to the task list, anything on paragraph 22 of the contract, and any amendments or addendums. 17

18 Click on the documents tab. Click on actions then click submit checklist for review. Select Property Sold then Submit. If the property did not sell make the correct selection from the dropdown menu. 18

19 Your transaction will now be located under the REVIEW tab. Use the details page to monitor your transaction approval. Be sure to enter all information for the transaction in the details page. 19

20 Log into the ARC and select CTC (contract to close). When your CTC is completed accounting will send out the Disbursement Authorization or DA. Click here for CTC instructions 20