Digital signing made ez for tar convention 2011

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  • Now let’s break down step 1,2 & 3
  • Choose from your computer or from online site
  • Choose from your computer or from online site (box.net, dropbox, or google docs or salesforce)
  • Amy tip-change order depending on who represent. Give ideas on how to use with non-docusign agents.
  • Amy tip-change order depending on who represent. Give ideas on how to use with non-docusign agents.
  • Allow recipient to edit docs or to change signing responsibility, set up reminders and expirations and then hit continue
  • This is where templates are great for Buyer rep, IABS, listing agreement and 1-4
  • This is where templates are great for Buyer rep, IABS, listing agreement and 1-4
  • You can also save as a draft, go back or discard changes
  • It can be password protected as well
  • Click with your mouse and then it will take you to the next screen automatically to sign the next spot
  • Click with your mouse and then it will take you to the next screen automatically to sign the next spot
  • Amy tip- $9.99 for app, type up contract as much as possible on online first./ the outgoing email has to match your log in to docusign
  • Digital signing made ez for tar convention 2011

    1. 1. Digital Signing Made EZ<br />@amyoutloud<br />
    2. 2. Amy Smythe Harris<br />Broker Associates, GRI, CRS, E-Pro, GREEN,SFR, TRLP<br />HAR & TAR Instructor/Train the Trainer-6 years<br />HAR Director 2009 & 2011<br />NextGen Advisory Group<br />TAR Professional Development & Professional Standards 2009 & Technology for 2010<br />TAR Technology Chair for 2011<br />NAR Communications Committee for 2010 & 2011<br />NAR YPN 2010<br />WCR Montgomery Co. Tech. Chair<br />
    3. 3. Objectives<br />To compare and evaluate digital signing options<br />To learn how to initiate a digital signature from PC<br />To learn how to initiate a digital signature from Ipad<br />To understand how to have clients sign on your Ipad<br />
    4. 4. Why Digital Signing<br />More efficient<br />Convenient for clients<br />It is EZ<br />
    5. 5. Signing Software<br />Docusign<br />Dotloop<br />Digital Ink with Zipforms<br />Adobe<br />Cosign by ARX<br />Elock.com<br />
    6. 6. Digital Signatures vs. Electronic Signatures<br />. The digital signatures (also known as Advanced or Secure Electronic Signatures) use cryptographic techniques. Public Key Infrastructure (PKI) which guarantees data integrity and non-repudiation of documents and transactions. The digital signature cannot be copied, tampered or altered<br />.<br />While an Electronic signature is just a representation of a person in the form of an electronic image of the handwritten signature, symbol, voiceprint, etc. It can be copied or tampered with.<br />
    7. 7. Can I sign legally?<br />Electronic signatures = handwritten signatures. <br />Legally YES! <br />
    8. 8. Can I sign legally?<br />Uniform Electronic Transactions Act or "UETA" released by NCCUSL in 1999:Electronic signature means "an electronic sound, symbol, or process, attached to or logically associated with a record and executed or adopted by a person with the intent to sign the record." <br />
    9. 9. Start from a PC<br />Sign up for docusign.com <br />Write contract in zipformsonline.com<br />Print to .pdf (so it’s not locked)<br />Log into docusign.com<br />
    10. 10. Docusign.com<br />Start a new envelope<br />
    11. 11. Step 1- Find Document<br />Step 2- Add Recipients<br />Step 3- Email Message<br />
    12. 12. Breaking it Down-Step 1<br />Step 1<br />
    13. 13. Breaking it Down-Step 1<br />Choose where to get your document<br />Then apply template<br />
    14. 14. Breaking it Down-Step 2<br />Type in recipients email & name<br />Then change order<br />
    15. 15. Breaking it Down-Step 3<br />Default Message-may need to change<br />Add note to specific people<br />
    16. 16. Envelope Settings-Step 4<br />Recipient info<br />Reminders & Expirations<br />Click Continue<br />
    17. 17. Placing Signatures<br />Drag the initial or Signature flag <br />Drop the initial flag <br />
    18. 18. Placing Signatures<br />Switch Signers/Recipients<br />Drop the initial flag <br />
    19. 19. Beyond the Basic<br />Data field<br />Change size of signature<br />Drop down<br />Note<br />Date sign<br />
    20. 20. Sending<br />Click Continue<br />Or Send Now<br />
    21. 21. How Clients sign<br />Email & mouse<br />Email & Droid/Iphone<br />Email & Ipad<br />Or sign in person<br />
    22. 22. Signing by Email<br />Click Review Documents<br />
    23. 23. Signing by Email<br />Envelope ID<br />Click Next<br />
    24. 24. Signing by Email<br />Click Confirm Signing<br />Initialed<br />
    25. 25. Signing by Email<br />Download or Print <br />Tadah – You are done!!!!!<br />
    26. 26. Mobile Signing Ipad<br />Purchase mobile Zipforms<br />Go to m.zipformonline.com <br />Type up contract on Ipad<br />Then email to drafts@docusign.net<br />
    27. 27. Mobile Signing Ipad<br />Download docusign app to Ipad<br />Log in to docusign app<br />Tap on New Envelope<br />Tap on Draft envelope<br />Tap on contract<br />
    28. 28. Initiating the signing<br />Type subject<br />Type email message<br />Tap Tag Document<br />Tap Add Recipient<br />Signer – fill in information<br />Then tap to place signature Tab<br />
    29. 29. Initiating the signing<br />Hit send<br />Buyer can sign through Ipad/Computer/Iphone/Droid<br />
    30. 30. Signing on the Ipad<br />Take a doc & place in DropBox app from laptop OR<br />Place in following programs-<br />Box.net<br />Google docs<br />Docs to Go<br />
    31. 31. Signing on the Ipad<br />Grab Ipad<br />Open Dropbox app<br />Find doc & Tap on it<br />Look for<br />
    32. 32. Signing on the Ipad<br />Then pick App<br />Use Stylus<br />
    33. 33. Amy’s Apps <br />QuickOffice<br />PDF reader lite<br />iAnnotate PDF<br />Evernote<br />DocstoGo<br />Dropbox<br />
    34. 34. Q&A Time<br />facebook.com/amysmytheharris<br />slideshare.net/amysmytheharris<br />

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