How to Fill out Docs & Prepare for e-sign

  To be able to fill out documents and prepare them for signatures, you first want to go to the Working Documents and E-Sign area from the Menu. Once there, in order to prepare the document for electronic signatures, the document must be in the My Working Documents area. There are two ways to bring...

Working Documents & E-Sign – Overview

Working Documents & E-Sign – Menu Items

Working Documents & E-Sign – Document Statuses

How To Merge Documents From The Company Library

  To merge documents together from the Company Forms Library, you would need to select two or more documents from the library that you would like to merge together. To be able to select the documents, put a checkmark inside the box next to the document name. Once you do this, click on the three...

Autocomplete data when filling out forms

  We have a new feature we are introducing and this feature is available in our E-Sign platform which allows you to fill out documents quicker by auto-completing information from either a Contact record or a Transaction when you are adding text to a document. For example, when you are inside a document and when...

How To Make Changes To a Documents Awaiting Signatures

  To void a document in an “awaiting” status, hover over the document and click on the three dots, and click on Edit in New. Once you complete that, the document will be duplicated and it would include all the buttons/fields (signature, text, initials, checkmark, and date fields) that you have already created. From here,...

How to verify non completed fields by signers

  If, for example, a signer tells you that they have signed all the fields of the document you sent them but RealtyBackOffice is telling you that there are some fields that are still outstanding, there is a way for you to help the signer find the missing fields that have not been completed. The...

How To Delete A Signer From A Document When Status is Awaiting

  This article will discuss how you can delete a signer from a document that is in an “Awaiting” status. If you have added two signers in a document and, for example, one of them comes by the office and tells you he/she wants to sign the document in person with wet signatures, you would...

How to Move a Document to a Folder in Working Docs

How To Make A Template

  When you are inside the Working Documents and E-Sign area in RBO, you have the ability to create templates. We do suggest that you create a folder called Templates by clicking on Add New > Add Working Folder > give the folder a name > click on Save. Once you have created a folder,...

Assign Signed Documents to Transaction

This video will show you how to move a signed document from the Working Documents and E-Sign module into a transaction. Please remember that you want your Working Docs area to be as clean as possible. We recommend that signed documents get transferred to the transaction file, and any document not signed or rejected gets...

Assign Signed Documents to User

Download Or Email A Copy Of A Working Document In Draft Status

How To Download Authentication Certificate

How to Send Back to Working Documents

E-sign Experience-Client Version

  To sign a document that was sent to you, click on “Click Here To Review The Document” (green button) in the body of the email that you received. Once the button is clicked, the document will open and the document details will be shown on the left-hand side of the page and the actual...