The Documents tab lists every document for the deal. Before Qualification it shows "No Documents Yet" and explains they are prepared automatically once you reach that stage.
#The Documents table
| Column | Shows |
|---|---|
| Document Name | The form name. Documents copied from the linked listing carry a From Listing badge |
| Status | Pending or Completed, after a refresh also sent, partially_completed or declined |
| Document Type | "NC" for prepared buying forms, other types such as "uploaded" for your own files |
| View | Share and Sign, sends it for signing |
| Builder | Add Signature, place signature fields on an uploaded document |
The Status column is the document’s status. Inside Share and Sign, each person has their own status, pending, awaiting, opened or completed.
#Document sets
The forms prepared at Qualification are grouped into a block called "Generated Document’s set 1." Moving back and forward again prepares a new one, "Generated Document’s set 2," and so on.
The set includes: Working With Real Estate Agents Disclosure, Cooperative Compensation Agreement, Professional Services Disclosure and Election, Property Showing Agreement, 2A4-T FHA VA Financing Addendum, Exclusive Buyer Agency Agreement, and 2-T Offer to Purchase and Contract.
It is part of every set, even a cash purchase. If it does not apply to the deal, you simply do not send it for signing.
It is the newest and replaces the older ones.
#Sending a document for signing (Share and Sign)
- 1
Click Share and Sign next to the document.
- 2
A window shows each person who must sign and their status.
- 3
Click "Invite [person] to sign".
For example Invite Buyer 1 to sign, or Invite Escrow / Closing Agent to sign.
- 4
They receive an email with a link and sign online with EasyDigz Sign.
- 5
Need to remind someone? Click Send Invite Again.
If the window says this, check the people and emails in Contacts and Transaction Participants.
#Uploading your own document
- 1
Click Upload Document.
The "Upload Custom Document" window opens.
- 2
Choose the file and check the Document Name.
PDF, DOC, DOCX, TXT, JPG, JPEG or PNG, up to 10 MB.
- 3
Click Upload Document.
It appears in the list with status pending.
- 4
To have it signed, click Add Signature, place the fields, add the signers, and send it.
#When everyone has signed
The status changes to Completed and Updated At changes. For a document you uploaded, View Document always opens the signed version, even later. For a prepared buying form, if it opens without the signatures, contact [email protected] and we will send you the signed copy.
#If a document is declined
- 1
Click Share and Sign on the document to see who declined.
- 2
Call that person, often a detail on the form is wrong.
- 3
If a locked detail needs to change, move back to Agent Reviewed, fix it, and forward again.
A new document set is prepared.
- 4
Send the newest set for signing again.
Still stuck? Contact [email protected] with the Opportunity ID and the document name.