How to Create and Send an E-Signature Request
The following article explains how to send an e-signature request using the old UI. To learn how to send e-signature requests through the new UI, click HERE.
You can request electronic signatures for a document on TotalBrokerage. To do this, go to the Actions menu at the top-right corner of the Documents tab within a transaction. Then, click Request Signatures. These requests do not expire until the agent cancels the request.
It will bring you to the following page, where you can select the document(s) you want to send out for signature.
You can use the Select All button to quickly select all documents.
You can also drag the icon in the Order column to rearrange the order in which the documents are presented for e-signature.
If a document is not on the list of documents, click on the Document missing? button, and it will show you which documents can't be signed and why.
In the next section, you can choose which signers you want to request, and the method of signing (email, SMS, or on this device). You can also choose to send them an automated daily email reminder for a specified number of days after the signature request or until they sign.
If the reminders option is selected, you can also choose to cancel the signature request at the conclusion of the reminder emails, or if the recipient opts out of the reminders.
Send Email - You may choose which email to send the signature request to and add comments to the email for the signer.
Send SMS - You may choose which phone number to send the signature request to and from. This option will appear if your brokerage has SMS messaging in its plan.
Sign On This Device - This will allow the signer to sign on the same device you are sending the request from. This is ideal for in-person signing or if you are signing a document yourself.
You can add signers for the same documents by pressing the + button.
You can remove a signer by clicking the X.
You can choose to Send Signature Requests One by One, which will make it send to one signer at a time in order.
You can choose to Require Wet Ink Signing, which requires the signer to use a touchscreen or mouse to sign.
You can choose to Require Geolocation, which will share their location when they complete the signature request.
You can choose to Share documents after Signing with Accounts, Contacts and Vendors. When this checkbox is selected, you can add contacts, vendors, set an expiry date of never, 1 day, 1 week, or 1 month, and add comments. After all signature requests are completed, this feature sends a document share to chosen contacts and vendors. If a request is canceled or expires, shares won't be sent. Any unsigned documents will be auto-marked as signed for sharing.
After you are done filling out the Signature Request, press the blue Send button at the bottom right to send the signature request.
After you click Send, you will be brought to a status page that updates you on when they have viewed/signed the requests.
You can also check the status of your document signature requests by navigating to the Signature Requests section of the Documents tab of the transaction. You can see the status of the request and resend or cancel it.
