There are two main ways to create an electronic signing in Remine Docs+:
1) Create a transaction and add forms/documents that need to be signed. Fill out forms, then send them to clients for signing.
2) Upload documents from your computer and add them to an existing or new transaction folder. Then fill out forms with signature fields and send to clients.
It is important to whitelist the Remine email address, call clients before sending offers, and use the resend option if forms need to be resent rather than resending regularly.
This document discusses creating cash flow analysis websites for different types of real estate investments. It allows users to choose the type of cash flows to view and provides sample website types for apartment/multifamily, retail, office, unit sales development, partnerships, and tenant representation. The websites include detailed reports on assumptions, income statements, lease details, and financial ratios all backed by numbers from the same analysis.
This document provides guidance for accountants on conducting client write-ups and developing an accounting practice. It discusses what a client write-up entails, the differences between bookkeepers and accountants, tips for new client interviews, the write-up process, and sample compilation letters. The write-up process involves preparing bank reconciliations, journal entries, financial statements, and communicating adjustments to clients. Developing trust and providing additional services to clients is important for building and maintaining the client relationship.
This document provides step-by-step instructions for creating a distributor account on www.angelpremiumhair.com and an overview of the features and tools available in the back office portal. It outlines the signup process, mandatory initial purchase requirements, navigating product categories and placing orders, accessing reports and commissions, and managing contacts and replicated websites. The document aims to guide new distributors in getting started with their back office account.
Understanding How Compumatrix Trading Portal WorksCompumatrix
This document provides tips and information for running a business through an online portal. It discusses keeping personal and business separate, obtaining legal and financial advice, setting a budget and schedule, and obtaining insurance. It describes the portal system as allowing one to buy and sell virtual prepaid cards and provides steps for funding an account, buying a card, generating and selling cards, and withdrawing earnings. It also identifies potential customer markets as the unbanked and underbanked.
Home Budget Planning, Accounting, And Reconciliation, Software Application Designed To Be An EZ Personal Budgeting And Accounting Tool For Home And Small Business Financial Management
This document provides instructions for using the key features of a sales CRM system. It outlines the main sections of the dashboard, how to add and manage organizations, contacts, tickets, enquiries, quotations, invoices, sales orders, and work orders. For each section, it describes how to access related lists, create new records, and view or edit existing ones. The goal is to help users navigate the system and understand how to complete common sales tasks.
SAP Business One Tips and Tricks Cancelling DocumentsKeith Taylor
Since version 9.0 of SAP Business One, users can easily cancel documents with a simple right click instead of following various steps depending on the document. To use this feature, administrators must define the date range for cancellation and whether cancelled documents will show in reports. Cancelled documents will also appear in relationship maps for improved visibility.
This document discusses creating cash flow analysis websites for different types of real estate investments. It allows users to choose the type of cash flows to view and provides sample website types for apartment/multifamily, retail, office, unit sales development, partnerships, and tenant representation. The websites include detailed reports on assumptions, income statements, lease details, and financial ratios all backed by numbers from the same analysis.
This document provides guidance for accountants on conducting client write-ups and developing an accounting practice. It discusses what a client write-up entails, the differences between bookkeepers and accountants, tips for new client interviews, the write-up process, and sample compilation letters. The write-up process involves preparing bank reconciliations, journal entries, financial statements, and communicating adjustments to clients. Developing trust and providing additional services to clients is important for building and maintaining the client relationship.
This document provides step-by-step instructions for creating a distributor account on www.angelpremiumhair.com and an overview of the features and tools available in the back office portal. It outlines the signup process, mandatory initial purchase requirements, navigating product categories and placing orders, accessing reports and commissions, and managing contacts and replicated websites. The document aims to guide new distributors in getting started with their back office account.
Understanding How Compumatrix Trading Portal WorksCompumatrix
This document provides tips and information for running a business through an online portal. It discusses keeping personal and business separate, obtaining legal and financial advice, setting a budget and schedule, and obtaining insurance. It describes the portal system as allowing one to buy and sell virtual prepaid cards and provides steps for funding an account, buying a card, generating and selling cards, and withdrawing earnings. It also identifies potential customer markets as the unbanked and underbanked.
Home Budget Planning, Accounting, And Reconciliation, Software Application Designed To Be An EZ Personal Budgeting And Accounting Tool For Home And Small Business Financial Management
This document provides instructions for using the key features of a sales CRM system. It outlines the main sections of the dashboard, how to add and manage organizations, contacts, tickets, enquiries, quotations, invoices, sales orders, and work orders. For each section, it describes how to access related lists, create new records, and view or edit existing ones. The goal is to help users navigate the system and understand how to complete common sales tasks.
SAP Business One Tips and Tricks Cancelling DocumentsKeith Taylor
Since version 9.0 of SAP Business One, users can easily cancel documents with a simple right click instead of following various steps depending on the document. To use this feature, administrators must define the date range for cancellation and whether cancelled documents will show in reports. Cancelled documents will also appear in relationship maps for improved visibility.
1. The document provides instructions for setting up and using zipLogix Digital Ink eSign to electronically sign documents from a zipForm account.
2. It describes how to select Digital Ink as the default eSign method, set up documents and signatures manually or use eSign to start transactions.
3. Support resources are available on the zipForm support website, including tutorials, videos and answers to common questions about using Digital Ink for electronic signing of documents.
1. The document provides instructions for implementing digital signatures in 3 main steps:
2. Designing your signature appearance by selecting a title and options for date, reason, and graphic. You can scan your physical signature.
3. Certifying the document by designating signature fields and saving as a certified document, which locks the file from changes.
4. Validating signatures by adding signers as trusted identities so their signatures are recognized when you open signed documents.
1. The document provides instructions for staff to register for and use an online staffing platform called StaffConnect. It outlines how to register an account, log in, fill out profiles, apply for and complete shifts, upload files, and generate invoices.
2. After logging in, users can communicate with other staff, view and apply for shifts, and manage their personal calendar and shift schedule. Filling out profiles and uploading photos makes profiles more complete.
3. The process involves applying for shifts, confirming or rejecting them, working shifts, uploading completion details like times worked and expense reports, and generating invoices if required by the agency. Users can improve their "karma" rating by completing shifts on time.
The document provides instructions for creating a compliance library, generating compliance from the library, submitting and approving compliance, creating events, and generating reports in a compliance management software. Key steps include uploading an excel file to create a compliance library, assigning compliance to groups and periods, submitting compliance and providing approval/comments, creating events that generate new compliance, and using various filters to search and generate compliance reports.
This document provides an overview of the invoice app by Apptivo, Inc. It describes how the invoice app is integrated with other apps like customers and projects. It explains the different invoice templates for services, items, or both. It also outlines the key fields to include in an invoice like customer details, products, services, and payment terms. Instructions are provided on creating and sending invoices, recording payments, and finding additional resources.
Accounts Feature In CleverOwl’s Customer Management SoftwareClever Owl
See a visual demonstration of what the "Accounts" feature in Clever Owls's Customer Mangement Software contains. Go through the entire pictorial simulations to find out how effective this software is for your business.
The document provides a step-by-step guide to using the FidPro debt counseling system. It outlines 14 steps for capturing a client's application information, including personal details, income, expenses, debts, documents, and bank details. It describes how the system automatically calculates some fields, checks for errors, and allows uploading documents. The final steps review the application summary and notes, and submit the completed application for processing.
The document provides instructions for exporting customer, payment, and repair order data from a Summit system and importing it into QuickBooks accounting software. It explains that exporting places the data in a holding area, while importing brings it into QuickBooks. The steps include selecting the appropriate files and records in each system and using the import/export functions to transfer the necessary accounting information between the two programs.
The document provides instructions for exporting customer, payment, and repair order data from a Summit accounting system and importing it into QuickBooks. It explains that exporting places the data in a holding area, while importing brings it into the target software. The steps include selecting the appropriate files and records in each system and using the import/export functions to transfer the necessary accounting information between Summit and QuickBooks. It recommends periodically comparing reports from both systems to ensure accurate synchronization of data.
Mid America Mortgage Inc - Digital Process Client OverviewJason Richardson
This document provides instructions for a client on how to use a digital document signing process called "eSign" through Mid America Mortgage's online platform. It explains that the client will receive an email with a link to create an account and log in. It then outlines the steps to consent to electronic signing, access signed documents, review documents that don't require a signature, sign documents by providing an eSignature or initials, and complete the signing process. The instructions emphasize that the process is simple, secure, and compatible with most devices.
Indian patent office - comprehensive efiling manualIntepat IP
The document describes the comprehensive e-filing system developed by the Indian Patent Office (IPO) to make the patent filing process more transparent and user-friendly. Key features of the e-filing system include online filing of new patent applications and subsequent forms, dual login using digital signatures or password, validation checks, and payment processing. The summary describes the basic registration, form filing, payment, and account management processes that patent applicants and agents can perform through the e-filing portal.
E-Sign provides a secure electronic signature service that allows users to upload, sign, and store documents online. Documents are signed using an advanced digital signature that incorporates a digital ID for security. The service offers document signing for various industries and a simple pay-as-you-go pricing model of £1 plus VAT per document. Features include drag and drop uploading, tracking document status, and downloading signed documents with an audit trail. E-Sign has achieved accreditations and partnerships that establish it as a prominent electronic signature provider in the UK.
User Guide for Registration, Amendments & De-Registration for UAE VATManoj Agarwal
The document provides guidance on registering for Value Added Tax (VAT) with the Federal Tax Authority (FTA) in the UAE. It explains how to create an e-Services account, complete the VAT registration form, submit the application, check the status, amend or de-register from VAT registration. The form has 8 sections and requires information about the applicant, contact details, banking information, business activities, estimated financial transactions, and a declaration. It provides tips on required fields, uploading documents, and changing languages.
This document provides a step-by-step guide for corporate customers on how to use the CorporatePAY system to manage electronic funds transfers. It outlines the roles and responsibilities of corporate administrators, up-loaders, approvers, and authorizers. The administrator is responsible for setting up accounts, users, approval groups, and routes. Up-loaders initiate transactions by uploading payment files. Approvers authorize uploaded transactions before they reach the final authorizer, who provides the last authorization using their PIN and card details.
Proposify is a tool for creating and sending proposals. It allows CDPeeps to choose a template, enter basic details, attach files, and add fees or costs. The proposal can then be sent to clients for electronic signature or downloaded as a PDF. Clients and CDPeeps can leave comments. Edits can be made if requested by the client before signing. Once signed, the proposal moves to the closed/won category. Proposify integrates with Hubspot for CRM purposes.
Paymo is a project management application that allows users to organize work into projects, tasks lists, and tasks. It offers features like time tracking, team collaboration, invoicing, and reporting. The guide provides an overview of Paymo's interface and walkthroughs for key features like creating projects and tasks, tracking time, generating invoices, and customizing the application for a team's needs. It is aimed at helping new users understand the basic concepts and functionality of Paymo.
1. The document provides instructions for setting up and using zipLogix Digital Ink eSign to electronically sign documents from a zipForm account.
2. It describes how to select Digital Ink as the default eSign method, set up documents and signatures manually or use eSign to start transactions.
3. Support resources are available on the zipForm support website, including tutorials, videos and answers to common questions about using Digital Ink for electronic signing of documents.
1. The document provides instructions for implementing digital signatures in 3 main steps:
2. Designing your signature appearance by selecting a title and options for date, reason, and graphic. You can scan your physical signature.
3. Certifying the document by designating signature fields and saving as a certified document, which locks the file from changes.
4. Validating signatures by adding signers as trusted identities so their signatures are recognized when you open signed documents.
1. The document provides instructions for staff to register for and use an online staffing platform called StaffConnect. It outlines how to register an account, log in, fill out profiles, apply for and complete shifts, upload files, and generate invoices.
2. After logging in, users can communicate with other staff, view and apply for shifts, and manage their personal calendar and shift schedule. Filling out profiles and uploading photos makes profiles more complete.
3. The process involves applying for shifts, confirming or rejecting them, working shifts, uploading completion details like times worked and expense reports, and generating invoices if required by the agency. Users can improve their "karma" rating by completing shifts on time.
The document provides instructions for creating a compliance library, generating compliance from the library, submitting and approving compliance, creating events, and generating reports in a compliance management software. Key steps include uploading an excel file to create a compliance library, assigning compliance to groups and periods, submitting compliance and providing approval/comments, creating events that generate new compliance, and using various filters to search and generate compliance reports.
This document provides an overview of the invoice app by Apptivo, Inc. It describes how the invoice app is integrated with other apps like customers and projects. It explains the different invoice templates for services, items, or both. It also outlines the key fields to include in an invoice like customer details, products, services, and payment terms. Instructions are provided on creating and sending invoices, recording payments, and finding additional resources.
Accounts Feature In CleverOwl’s Customer Management SoftwareClever Owl
See a visual demonstration of what the "Accounts" feature in Clever Owls's Customer Mangement Software contains. Go through the entire pictorial simulations to find out how effective this software is for your business.
The document provides a step-by-step guide to using the FidPro debt counseling system. It outlines 14 steps for capturing a client's application information, including personal details, income, expenses, debts, documents, and bank details. It describes how the system automatically calculates some fields, checks for errors, and allows uploading documents. The final steps review the application summary and notes, and submit the completed application for processing.
The document provides instructions for exporting customer, payment, and repair order data from a Summit system and importing it into QuickBooks accounting software. It explains that exporting places the data in a holding area, while importing brings it into QuickBooks. The steps include selecting the appropriate files and records in each system and using the import/export functions to transfer the necessary accounting information between the two programs.
The document provides instructions for exporting customer, payment, and repair order data from a Summit accounting system and importing it into QuickBooks. It explains that exporting places the data in a holding area, while importing brings it into the target software. The steps include selecting the appropriate files and records in each system and using the import/export functions to transfer the necessary accounting information between Summit and QuickBooks. It recommends periodically comparing reports from both systems to ensure accurate synchronization of data.
Mid America Mortgage Inc - Digital Process Client OverviewJason Richardson
This document provides instructions for a client on how to use a digital document signing process called "eSign" through Mid America Mortgage's online platform. It explains that the client will receive an email with a link to create an account and log in. It then outlines the steps to consent to electronic signing, access signed documents, review documents that don't require a signature, sign documents by providing an eSignature or initials, and complete the signing process. The instructions emphasize that the process is simple, secure, and compatible with most devices.
Indian patent office - comprehensive efiling manualIntepat IP
The document describes the comprehensive e-filing system developed by the Indian Patent Office (IPO) to make the patent filing process more transparent and user-friendly. Key features of the e-filing system include online filing of new patent applications and subsequent forms, dual login using digital signatures or password, validation checks, and payment processing. The summary describes the basic registration, form filing, payment, and account management processes that patent applicants and agents can perform through the e-filing portal.
E-Sign provides a secure electronic signature service that allows users to upload, sign, and store documents online. Documents are signed using an advanced digital signature that incorporates a digital ID for security. The service offers document signing for various industries and a simple pay-as-you-go pricing model of £1 plus VAT per document. Features include drag and drop uploading, tracking document status, and downloading signed documents with an audit trail. E-Sign has achieved accreditations and partnerships that establish it as a prominent electronic signature provider in the UK.
User Guide for Registration, Amendments & De-Registration for UAE VATManoj Agarwal
The document provides guidance on registering for Value Added Tax (VAT) with the Federal Tax Authority (FTA) in the UAE. It explains how to create an e-Services account, complete the VAT registration form, submit the application, check the status, amend or de-register from VAT registration. The form has 8 sections and requires information about the applicant, contact details, banking information, business activities, estimated financial transactions, and a declaration. It provides tips on required fields, uploading documents, and changing languages.
This document provides a step-by-step guide for corporate customers on how to use the CorporatePAY system to manage electronic funds transfers. It outlines the roles and responsibilities of corporate administrators, up-loaders, approvers, and authorizers. The administrator is responsible for setting up accounts, users, approval groups, and routes. Up-loaders initiate transactions by uploading payment files. Approvers authorize uploaded transactions before they reach the final authorizer, who provides the last authorization using their PIN and card details.
Proposify is a tool for creating and sending proposals. It allows CDPeeps to choose a template, enter basic details, attach files, and add fees or costs. The proposal can then be sent to clients for electronic signature or downloaded as a PDF. Clients and CDPeeps can leave comments. Edits can be made if requested by the client before signing. Once signed, the proposal moves to the closed/won category. Proposify integrates with Hubspot for CRM purposes.
Paymo is a project management application that allows users to organize work into projects, tasks lists, and tasks. It offers features like time tracking, team collaboration, invoicing, and reporting. The guide provides an overview of Paymo's interface and walkthroughs for key features like creating projects and tasks, tracking time, generating invoices, and customizing the application for a team's needs. It is aimed at helping new users understand the basic concepts and functionality of Paymo.
Everything You Need to Know About X-Sign: The eSign Functionality of XfilesPr...XfilesPro
Wondering how X-Sign gained popularity in a quick time span? This eSign functionality of XfilesPro DocuPrime has many advancements to offer for Salesforce users. Explore them now!
Unveiling the Advantages of Agile Software Development.pdfbrainerhub1
Learn about Agile Software Development's advantages. Simplify your workflow to spur quicker innovation. Jump right in! We have also discussed the advantages.
DECODING JAVA THREAD DUMPS: MASTER THE ART OF ANALYSISTier1 app
Are you ready to unlock the secrets hidden within Java thread dumps? Join us for a hands-on session where we'll delve into effective troubleshooting patterns to swiftly identify the root causes of production problems. Discover the right tools, techniques, and best practices while exploring *real-world case studies of major outages* in Fortune 500 enterprises. Engage in interactive lab exercises where you'll have the opportunity to troubleshoot thread dumps and uncover performance issues firsthand. Join us and become a master of Java thread dump analysis!
Liberarsi dai framework con i Web Component.pptxMassimo Artizzu
In Italian
Presentazione sulle feature e l'utilizzo dei Web Component nell sviluppo di pagine e applicazioni web. Racconto delle ragioni storiche dell'avvento dei Web Component. Evidenziazione dei vantaggi e delle sfide poste, indicazione delle best practices, con particolare accento sulla possibilità di usare web component per facilitare la migrazione delle proprie applicazioni verso nuovi stack tecnologici.
Orca: Nocode Graphical Editor for Container OrchestrationPedro J. Molina
Tool demo on CEDI/SISTEDES/JISBD2024 at A Coruña, Spain. 2024.06.18
"Orca: Nocode Graphical Editor for Container Orchestration"
by Pedro J. Molina PhD. from Metadev
The Power of Visual Regression Testing_ Why It Is Critical for Enterprise App...kalichargn70th171
Visual testing plays a vital role in ensuring that software products meet the aesthetic requirements specified by clients in functional and non-functional specifications. In today's highly competitive digital landscape, users expect a seamless and visually appealing online experience. Visual testing, also known as automated UI testing or visual regression testing, verifies the accuracy of the visual elements that users interact with.
Odoo releases a new update every year. The latest version, Odoo 17, came out in October 2023. It brought many improvements to the user interface and user experience, along with new features in modules like accounting, marketing, manufacturing, websites, and more.
The Odoo 17 update has been a hot topic among startups, mid-sized businesses, large enterprises, and Odoo developers aiming to grow their businesses. Since it is now already the first quarter of 2024, you must have a clear idea of what Odoo 17 entails and what it can offer your business if you are still not aware of it.
This blog covers the features and functionalities. Explore the entire blog and get in touch with expert Odoo ERP consultants to leverage Odoo 17 and its features for your business too.
An Overview of Odoo ERP
Odoo ERP was first released as OpenERP software in February 2005. It is a suite of business applications used for ERP, CRM, eCommerce, websites, and project management. Ten years ago, the Odoo Enterprise edition was launched to help fund the Odoo Community version.
When you compare Odoo Community and Enterprise, the Enterprise edition offers exclusive features like mobile app access, Odoo Studio customisation, Odoo hosting, and unlimited functional support.
Today, Odoo is a well-known name used by companies of all sizes across various industries, including manufacturing, retail, accounting, marketing, healthcare, IT consulting, and R&D.
The latest version, Odoo 17, has been available since October 2023. Key highlights of this update include:
Enhanced user experience with improvements to the command bar, faster backend page loading, and multiple dashboard views.
Instant report generation, credit limit alerts for sales and invoices, separate OCR settings for invoice creation, and an auto-complete feature for forms in the accounting module.
Improved image handling and global attribute changes for mailing lists in email marketing.
A default auto-signature option and a refuse-to-sign option in HR modules.
Options to divide and merge manufacturing orders, track the status of manufacturing orders, and more in the MRP module.
Dark mode in Odoo 17.
Now that the Odoo 17 announcement is official, let’s look at what’s new in Odoo 17!
What is Odoo ERP 17?
Odoo 17 is the latest version of one of the world’s leading open-source enterprise ERPs. This version has come up with significant improvements explained here in this blog. Also, this new version aims to introduce features that enhance time-saving, efficiency, and productivity for users across various organisations.
Odoo 17, released at the Odoo Experience 2023, brought notable improvements to the user interface and added new functionalities with enhancements in performance, accessibility, data analysis, and management, further expanding its reach in the market.
WWDC 2024 Keynote Review: For CocoaCoders AustinPatrick Weigel
Overview of WWDC 2024 Keynote Address.
Covers: Apple Intelligence, iOS18, macOS Sequoia, iPadOS, watchOS, visionOS, and Apple TV+.
Understandable dialogue on Apple TV+
On-device app controlling AI.
Access to ChatGPT with a guest appearance by Chief Data Thief Sam Altman!
App Locking! iPhone Mirroring! And a Calculator!!
A neural network is a machine learning program, or model, that makes decisions in a manner similar to the human brain, by using processes that mimic the way biological neurons work together to identify phenomena, weigh options and arrive at conclusions.
Manyata Tech Park Bangalore_ Infrastructure, Facilities and Morenarinav14
Located in the bustling city of Bangalore, Manyata Tech Park stands as one of India’s largest and most prominent tech parks, playing a pivotal role in shaping the city’s reputation as the Silicon Valley of India. Established to cater to the burgeoning IT and technology sectors
Mobile App Development Company In Noida | Drona InfotechDrona Infotech
React.js, a JavaScript library developed by Facebook, has gained immense popularity for building user interfaces, especially for single-page applications. Over the years, React has evolved and expanded its capabilities, becoming a preferred choice for mobile app development. This article will explore why React.js is an excellent choice for the Best Mobile App development company in Noida.
Visit Us For Information: https://www.linkedin.com/pulse/what-makes-reactjs-stand-out-mobile-app-development-rajesh-rai-pihvf/
Why Apache Kafka Clusters Are Like Galaxies (And Other Cosmic Kafka Quandarie...Paul Brebner
Closing talk for the Performance Engineering track at Community Over Code EU (Bratislava, Slovakia, June 5 2024) https://eu.communityovercode.org/sessions/2024/why-apache-kafka-clusters-are-like-galaxies-and-other-cosmic-kafka-quandaries-explored/ Instaclustr (now part of NetApp) manages 100s of Apache Kafka clusters of many different sizes, for a variety of use cases and customers. For the last 7 years I’ve been focused outwardly on exploring Kafka application development challenges, but recently I decided to look inward and see what I could discover about the performance, scalability and resource characteristics of the Kafka clusters themselves. Using a suite of Performance Engineering techniques, I will reveal some surprising discoveries about cosmic Kafka mysteries in our data centres, related to: cluster sizes and distribution (using Zipf’s Law), horizontal vs. vertical scalability, and predicting Kafka performance using metrics, modelling and regression techniques. These insights are relevant to Kafka developers and operators.
Superpower Your Apache Kafka Applications Development with Complementary Open...Paul Brebner
Kafka Summit talk (Bangalore, India, May 2, 2024, https://events.bizzabo.com/573863/agenda/session/1300469 )
Many Apache Kafka use cases take advantage of Kafka’s ability to integrate multiple heterogeneous systems for stream processing and real-time machine learning scenarios. But Kafka also exists in a rich ecosystem of related but complementary stream processing technologies and tools, particularly from the open-source community. In this talk, we’ll take you on a tour of a selection of complementary tools that can make Kafka even more powerful. We’ll focus on tools for stream processing and querying, streaming machine learning, stream visibility and observation, stream meta-data, stream visualisation, stream development including testing and the use of Generative AI and LLMs, and stream performance and scalability. By the end you will have a good idea of the types of Kafka “superhero” tools that exist, which are my favourites (and what superpowers they have), and how they combine to save your Kafka applications development universe from swamploads of data stagnation monsters!
Superpower Your Apache Kafka Applications Development with Complementary Open...
How to Create an Electronic Signing in Docs+ -- by Realcomp
1. How to Create a Digital Signing in
Remine Docs+
First, there are a few different
work flows for creating an
electronic signing in Docs+. A
couple are highlighted in this
document, along with important
tips to keep in mind.
Instructions: Login to
Realcomp and choose the
general Remine product.
From this module, select the
“Contacts” menu item.
Your contact information will
then be available to you
through the other Remine
modules (i.e., Docs+ and
Add-Edit).
2. How to Create a Digital Signing in
Remine Docs+
Login to Realcomp and choose the general Remine product.
Once in the Contacts portion of the program, click “Add Contact”.
3. How to Create a Digital Signing in
Remine Docs+
Enter your contact’s information and click “Save”. You will then receive a
confirmation message that your contact has been added.
Important Notes:
1) Before beginning to use Remine Docs+ or sending documents to your
clients through it, be sure both YOU and YOUR CLIENTS whitelist the
following Remine email address in your email software: docs-no-
reply@remine.com. This will help to ensure both you and they receive the
documents and notifications being sent/shared.
2) Before submitting an offer to a listing agent, call them or their office first
to make sure they know an offer is being sent through Docs+. If they
haven’t whitelisted the above email address, the notification email may
end up in their Junk/Spam mail folder. So, this way, they will know to look
for it.
fgreen@yahoo.com
4. How to Create a Digital Signing in
Remine Docs+
Then, head on over to
the Docs+ module by
clicking the “Docs+”
menu item (shown
below).
5. How to Create a Digital Signing in
Remine Docs+
There are then 2 choices for
facilitating an electronic
signing. You can either do
this through “Create a
Transaction” or “Upload a
File”.
Note: Impersonate User is an
option that only displays for
Brokers and administrative
personnel
6. How to Create a Digital Signing in
Remine Docs+
Through Create a Transaction:
You will be prompted to enter information regarding the transaction and
the side(s) you are representing.
A transaction folder will be created and given the transaction name you
enter here. If any fields don’t apply to the side you selected, simply leave
those fields blank.
Note: You will see that the legal name(s) of the seller(s) auto-populate(s)
from public records (a great time-saving feature)!
Click “Next”.
7. How to Create a Digital Signing in
Remine Docs+
At this point, you can add any checklists, packages (i.e., groups of favorite or
required forms), or individual forms you wish to have included in your
transaction for the signing.
In this example, to keep things simple, we’re selecting and adding a
Realcomp Residential/Condo Listing form for the Listing Side which still
needs to be filled out and signed by the seller. When done, click “Next”.
Notes:
1) The forms found under the “All Forms” tab are Smart Forms. This means
they have been pre-programmed to auto-populate fields of data from
Public Records. These should already contain signature blocks for the
signing.
2) Not sure which forms you should be using for your transaction? This is a
question that should be directed to your Broker/Designated REALTOR®.
8. How to Create a Digital Signing in
Remine Docs+
After adding the Residential Profile Form to our transaction folder, the status
of “Draft” displays.
Note: In the status drop-down window (at right), you can also see other statuses
that can or will be assigned to the document throughout the stages of the signing.
Additional forms can also be added at this stage through the Form (+)
and Upload icons (upper left). If uploading your own forms to the transaction, you
will need to manually add the signature blocks.
9. How to Create a Digital Signing in
Remine Docs+
Click on the name of the form to fill it out in full.
10. How to Create a Digital Signing in
Remine Docs+
To proceed with the signing, click the
“Sign” button. Then, click “Continue”.
11. How to Create a Digital Signing in
Remine Docs+
You can sign the form yourself through
the “Sign Now” button.
Click the “Send to Sign” hyperlink next
to client name(s) to send the
document (s) to them.
Important Note: You also have the
option to “Sign Now” for your client(s).
You would only choose this if you have
been given the authority to do this by
your clients.
STEVEN GREEN
FRANCINE GREEN
12. How to Create a Digital Signing in
Remine Docs+
Note: If you did not add the contact information for your seller(s) into
Remine at the beginning of this process, you will need to add it through
the “People” option in the program.
If the seller names auto-populated from PRD, you will need to enter their
email addresses here. After completing the email address info for each
signer, select each one and click “Send”.
Note: Your clients will receive the document for signing in the same order
you selected these recipients (i.e., after seller #1 signs, seller #2 receives
document for signing).
STEVEN GREEN
FRANCINE GREEN
13. How to Create a Digital Signing in
Remine Docs+
After sending the document, you will see a confirmation screen showing
it has been shared/sent. Click “Ok”.
Note: The recipients of the email will be able to electronically sign
and return the document(s) by following the online prompts. Feel free to
forward this consumer tip sheet to them if they need any assistance.
You will be notified of the document being opened. You will also receive a
summary of the activity that occurred (sample messages shown below).
14. How to Create a Digital Signing in
Remine Docs+
Tip: You can access the transaction later from the “My Transactions” menu item (shown above). After clicking on the
transaction, you can see the status of the documents within it.
15. How to Create a Digital Signing in
Remine Docs+
Tip: To pull up the detailed activity on a document, select it from the transaction and choose the “History” function.
16. How to Create a Digital Signing in
Remine Docs+
CAUTION: If ever you need to RESEND A FORM to your client(s) (i.e., they say they never received it), from the appropriate
transaction, choose the E-signs menu item (shown at top) and select RESEND (shown at far right).
DO NOT choose the regular “Send” option after sending the document out initially. This will cause document version issues and
signatures to be cleared out.
17. How to Create a Digital Signing in
Remine Docs+
-OR-
18. How to Create a Digital Signing in
Remine Docs+
Through Upload a File:
After selecting “Upload a File”, you will be prompted to upload a file from
your computer or network. Once you have selected the file and it has
loaded, click “Continue”.
19. How to Create a Digital Signing
in Remine Docs+
You will be prompted to select a transaction as the
destination for the form you just uploaded. Note: The
document must “live” in a folder.
If you don’t have a transaction folder setup already for
the document, simply create one using the “Create New
Folder” hyperlink (lower left corner of screen).
Follow the prompts on the screen.
20. How to Create a Digital Signing in
Remine Docs+
You will then see the form you uploaded listed in your transaction folder. Click the name of the form to open it.
21. How to Create a Digital Signing in
Remine Docs+
Fill out the form by adding the appropriate
signature, initials, date blocks to the form.
Other options for completing the form are
also present. Then click “Send” and
“Continue”.
Note: The recipients of the email will be
able to electronically sign and return the
document(s) by following the online
prompts. You will be notified of the
document being opened. You will also
receive a summary of the activity that
occurred. Feel free to forward this
consumer tip sheet to them if they
need any assistance.
22. How to Create a Digital Signing in
Remine Docs+
To learn more about facilitating electronic signings through Docs+, be sure to attend a Remine Docs+ 101 Training Class or
Webinar. Register through the “Class Scheduler” module, which appears on your Realcomp Dashboard.
Additionally, more tip sheets and videos on Docs+ can be found on Realcomp’s corporate website HERE, under the Help
section on RCO3®, and on Realcomp’s YouTube channel.