Seller Disclosures in rDocs
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Transcript of Seller Disclosures in rDocs
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Seller Disclosures in rDocs
Moving from manual to online completion of disclosures via eSign.
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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.
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Via eSign
New!Send the Seller Disclosures to client to fill out and sign online.
WOW!
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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.
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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.
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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.
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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.
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Tips for Success
No need to add signing locations or markups to the documents in step 4!
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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.
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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.
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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.
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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.
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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.
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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.
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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.