Seller Disclosures in rDocs

Moving from manual to online completion of disclosures via eSign.

Manual

Send via e-mail, client prints, fills out, signs, scans, and e-mails to you.

OR

Print at the office, take to Seller, Seller fills out, signs, and returns to you.

Via eSign

New!Send the Seller Disclosures to client to fill out and sign online.

WOW!

How?Launch the signing session

set up from the Forms area of the tile:

• For single forms, click on the form name to have it appear in the edit box, then click the eSign icon.

• For multiple forms, check the boxes next to the form names and use the “Work with Forms” drop down menu.

Tips for Success

• Send the disclosures in a separate signing session from the listing forms.

• Seller can sign the listing documents and return them to you for processing, then take some time to complete the disclosures.

Tips for Success

When setting up the session:• In step 1, leave the default

setting to “Send to one signer at a time in order.”

• Leave the box checked to include yourself in the signing session if you are sending the Lead Paint Disclosure.

Tips for Success

Order the Signers• Signer 1 will fill out the disclosures in his/her signing

session.• Move signers up or down in the list in step 2.• Edit signer information as needed by clicking on the pencil

icon.

Tips for Success

No need to add signing locations or markups to the documents in step 4!

Tips for Success

• Proofread/check location of signers 1 and 2 in Step 5.

• Use “Previous” and “Next” buttons to review/advance in the set up.

Coach SellersCoach Sellers with a few

directions before they begin to fill out and sign disclosures:

• Use the scroll bar to advance through the documents (instead of the “Next” button).

• The “Next” button will follow through the documents.

Coach Sellers

Short cuts:• The tab key advances from

one field to another.• Click on the “Done” button

when finished filling out and signing the form.

Coach Sellers

• Blue Form Field areas appear automatically if a “Yes” is clicked. This prompts the Seller for a written explanation.

• If Seller changes the answer to “No” after typing an explanation, the explanation disappears.

Coach Sellers

Sellers should:• Read all directions.• Answer all questions

truthfully and honestly.• Proofread carefully.Sellers will need to

complete the form(s) fully before closing the session.

Keep in MindRemember:• The signing session will not

complete until all questions are answered and the Seller has initialed and signed in all required locations.

If a Seller asks for your assistance filling out the form, determine whether it’s content or the process they need help with.

Success!

• You will received a “Signing Completed” e-mail when all parties have signed.

• Completed and signed disclosures are delivered to the Documents area of the tile.

• Download and/or share completed and signed disclosures from the Documents area of the tile.