What are the highlights of my iPAD and Docusign learning curve?
First, you can download this article at http://www.docusign.com/sites/default/files/IPadUserGuide.pdf
The main thing is to send the completed offer to Drafts@Docusign.net.
Then open the Docusign app in your iPAD. Press New Envelope then press Drafts. Open the correct new Draft.
Then enter the recipients and names and routing order and CC for the other agent like usual.
Press the initial or date or signature icon on the right and then press where you want it inserted on the form. Then Send.
I found an app called Scan2pdf that lets you merge PDF docs on the iPAD if you want to Include extra docs.
Best bet is have agent resend the whole package so you are working with one PDF if there are changes as a quick work around.
Here are the tips that the Docusign iPAD King aka Derek Tier 2 Support just sent in response to my questions. Hope this is a GOLDEN help! There is going to be the FIRST iPAD Docusign Class coming up next week. See you there!
Uploading Document to your iPad
With the email address associated with your DocuSign account, send an email to drafts@docusign.net.
NOTE: You can add an additional attachment to the email and it will upload to your drafts folder.
You can also upload from other cloud services: Google Docs, Box Docs or Photos.
2. Log into your DocuSign account via iPad application.
3. Select "New Envelope"
4. Select "Drafts"
5. Select the correct envelope from the drafts folder
6. Populate the "Email Subject" if one has not been created already.
7. Select "Tag Document"
If you need to add an additional file, scroll to the bottom of the page and select "Add Document".
You can only add another document if it is saved in your Photos, Google Docs, or Box Docs.
Uploading an Additional Document via the Member Console
1. Log into DocuSign
2. Create a New Envelope
3. Click Browse and select the document you wish to upload.
4. After it uploads, you may go back again to "Browse" select the file and it will upload an additional file.
More info here > https://www.docusign.com/sites/default/files/Quick%20Start%20-%20Sending%20a%20Document.pdf
Entering text within a Data Field via iPad
1. Add a recipient with a "Signer" role
2. Click on "Data Field" on the right
3. Place it where you would like
4. Double Tap the tab to bring up the settings
5. Type appropriate text in the section "Initial Value".
Using In Person Signing via iPad
These are steps after you have uploaded the document and to prepare for signature.
1. Add a recpient with the role "In Person Signer"
2. Add the name and email of the host (Your name and email).
3. Add the name of the person who will be signing
4. Add the appropriate tabs for the document
5. Click "Send Now" in the upper right hand corner.
Steps to sign:
1. Go into your DocuSign inbox
2. Select button "Sign Envelope"
3. Select "Next" a message should prompt to pass device to the signer.
4.Customer will agree to disclaimer and select "Review Document"
5. Signer will tap the appropriate tabs to sign. They have two options, 1) Draw signature with finger or 2) click link for "Select your Signature Style".
6. When they click "Finish" a message will pop up and you can forward the completed document to their email address.
7. Customer will pass the iPad back to you. You will then have to enter your account password to complete the signing process.
More details for "In Person Signing" here > https://www.docusign.com/sites/default/files/Quick%20Start%20-%20In-Person%20Signing.pdf
Did you know that DocuSign has a Community? The Community is a great place to ask questions and get your questions answered. Join the discussion at: http://community.docusign.com/
You'll Retrieve Golden Results with Cheryl Ritchie, RE/MAX 100 for all your Southern Maryland Real Estate Services. Visit www.GoldenResults.com.
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