How to Create and Send an E-Signature Request
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 choose the Select All button to quickly choose all documents a signer is on. You can drag the 4-way arrow on the right 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 an additional signer for the same documents by pressing the green Add Signer button.
You can reorder the signers by dragging the 4-way arrow icon at the top right of the box.
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 will require the signer to use their 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 Signature with 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 cancelled 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, it will bring you to a status page where it will update you on when they have viewed/signed the requests.
You can also check the status of your document signature requests by navigating to the Documents tab of the transaction and selecting Click here to show signature requests below the list of documents. You can see the status of the request and resend or cancel it.