Documents and document signing

The Documents tab lists every document for a listing. Before Listing Setup it shows "No Documents Yet". At the top are Upload Document and Refresh.

#When the documents are made

The listing documents are made automatically when the listing moves into Listing Setup, filled in from the Details tab. A message confirms "N document(s) generated for signing". Nobody is emailed at this point, you send each document for signature yourself.

Each document already has its signers: the seller (Seller 1), the co-seller (Seller 2) if there is one, you (Listing Agent), the escrow agent, and "System Generated fields", the details filled in from the form, which you confirm.

#The Documents table

#Document sets and versions

• The documents made at Listing Setup are grouped as Listing document set N · current.
• Going back a stage and forward into Listing Setup again makes a new full set.
• A document regenerated after a change joins the same set as Latest version; the old copy shows Version 1 of 2.
• Older versions can be opened and downloaded, but cannot be sent for signing or shared.

#Sending one document for signature

1. 1

   In the Documents tab, click Share & Sign on the document.

2. 2

   The Signatures panel opens.

   Each signer has a card with their name, role, email, status, pending, awaiting, opened or completed, and the details filled in for them.

3. 3

   On each signer who has not signed, click the invite button, for example Invite the Seller to sign.

   On the System Generated fields card, click Click to confirm fields.

4. 4

   The button turns grey and a Sent label appears.

   The person gets an email with a private link to sign online.

5. 5

   To remind someone, click Send Invite Again. There are no automatic reminders.

#Sending several documents at once

The quickest way: each person gets one email listing every document they need to sign.

1. 1

   Tick the documents, or tick the heading box to select all.

2. 2

   Click Share & Sign (n) in the bar that appears.

3. 3

   Check the list of people, their roles and their documents.

   Everyone is ticked except you, you sign in the app.

4. 4

   Click Send to N signers.

   "Sent to N signers, one email each with all their documents."

#Changing details after the documents are made

You can change any detail at any stage. When the change affects a document, you choose Save & regenerate, Save & ask signers to approve (when a document was already sent or signed), Save without regenerating, or Cancel. See Editing at any stage.

#Asking signers to approve a change

A document that was already sent or signed is not simply replaced. Everyone who signed it must approve the change first.

1. 1

   Save the change and choose Save & ask signers to approve.

   Each signer gets an email listing each change, old to new, with Review and approve the changes.

2. 2

   The document shows Awaiting approval · 1 of 2.

   Click it to see who has approved. You can Send reminder or Cancel request.

3. 3

   When everyone has approved it shows Changes approved, with a Regenerate link.

   You also get an email and a notification.

4. 4

   Click Regenerate, then send the new copy for signature. Approving does not sign anything.

#Sharing documents with the seller

You can put completed documents on the seller's dashboard, where they can read and approve them but not change them.

1. 1

   Tick the completed documents and click Share with client, or use ⋮ → Share with client… on one.

2. 2

   Under Who is it for? choose Your client, or Your brokerage if you have one on your profile.

3. 3

   Optionally add a note, and leave Email them a link ticked.

4. 4

   Click Share N documents.

   The seller can Read it on their dashboard and click Approve or Ask for changes. You are emailed either way. Click × on the Client chip to withdraw it.

#Asking the seller for a document

On the Overview, click Ask [Seller] for a document, type what you need, for example "mortgage payoff statement", and click Send it to [Seller]. They get a private upload link that takes one file and expires 48 hours after it is sent. The file arrives in your Documents tab marked Pending with "Sent by [name]".

#Uploading your own document

1. 1

   Click Upload Document.

2. 2

   Choose the file.

   PDF, DOC, DOCX, TXT, JPG, JPEG or PNG, up to 10 MB. The Document Name fills in from the file name, change it if you like.

3. 3

   Optionally, mark it as your own copy of a generated document.

   Choose it under "Is this your own copy of a generated document?" and tick Mark as the current version.

4. 4

   Click Upload Document.

   It appears with the type Uploaded and the status Pending. If it needs no signature, use ⋮ → Mark as completed.

#Adding signatures to an upload

1. 1

   Click Add Signature on the uploaded document. The document builder opens.

2. 2

   Drag fields onto the document, signature, initials, date, text, checkbox and others, and add a party for each signer.

3. 3

   Click Next: choose signers and check each signer's name and email.

   They are guessed from the listing. Nothing is sent yet.

4. 4

   Click Continue to Share & Sign, then invite each person, or tick the document and use Share & Sign (n).

Still stuck on a document problem? Contact [email protected] with the listing ID and the document name.