Agent Signature Process

Agent Sending

saved signature

If you have setup a saved signature in your account details, you can use that signature in the signing process.

To setup a saved signature, follow the process HERE

Check out our video tutorial or read the step-by-step instructions below!

1. Select a Landlord/Agent from the dropdown menu.

2. Toggle the Sign using my Forms Live Signature checkbox ON/OFF.

   

3. Attach any files you wish to get signed by recipients. Learn more about this process HERE.

4. Enter all the details and click Next.

   

5. Enter the email subject and message which will be sent to all recipients.

6. Click Send once everything has been filled in correctly.

   

note

All recipients added to Step 1 will receive the following email. The Signing tab status will update in real time – timestamp included - as the documents move through the electronic signing process.

Agent Signature Enabled

1. Review the details in the dialog box, then click Get Started.

   

2. Click the Start tab at the top of the document to jump to the signature position.

   

please note

The Start tab at the top of the document will direct the agent to where their signature has been auto populated.

3. Click on your signature to reveal the Edit/Update options.

   

4. Select which option is right for you;

   1. Click Clear Field to redo the signature. To complete the signing process, follow the steps HERE.

      

   2. Click Edit Signature to update the signature.

      

5. If you selected the Edit Signautre option in step 4.ii. above, you're presented with the following Confirmation Required popup. Follow the prompt to suit your direction.

   1. Click Yes, Change to change your signature. Click Cancel Change to return to the previous step.

      

   2. Click Cancel Change to return to the document.

      

6. If you selected the Yes, Change option in step 5.i. above, complete the signing process, follow the steps HERE.

Agent Signature Disabled

If you unchecked the Sign using my Forms Live Signature checkbox in Step 2 HERE, follow the standard signing process as outlined in the Signing Process.

Action Required Prompt

info

Users are alerted to forms that require their signature via the Action Required button at the top of the Form page with a numbered badge, representing the number of forms requiring a signature.

Check out our video tutorial or read the step-by-step instructions below!

1. Click the Action Required button at the top of the screen.

2. Click on the Sign Now status to open the form in Forms Live Sign.

To complete the signing process, follow the steps for Forms Live Sign HERE.