Docu-Sign Instructions

To use Docu-Sign with Template:

1) Go to rmxpros.com

2) Complete your document before sending to DocuSign.

3) Find the form to fill out under forms and open.  Do not fill out the form in browser.  It is better to save to your desktop and open with Adobe Reader. Save the completed document on your desktop.

4) Click on DocuSign and enter your email and password and click on Login.

5) To Create Document Template click New.  Then click on Browse and locate the document on the desktop and click on it.  Click Apply. (If you need to open another document click on Browse and locate the document or click on close to close that screen.)  Click Close.

6)Recipients for this document will appear at the top under recipients.  Click on the "x" to remove any that are not necessary.

7) Click on one of the recipients.  Either choose the email address from Address Book or enter the email of this recipient and Name.  Next to Order enter the number for the order that this recipient will sign (1 for first to sign, 2 for second, etc.).

8) Next to Type choose either Signer or In Person Signer (if person is with you and going to sign now).

9) To Verify person signing document use Access Code.  Give a number to this recipient that will make sense and be easy to remember (can put 1 in front of address for first signer i.e.12035 for first signer and put 2 in front and at end of address for second buyer i.e. 220352).

10) In Notes you can add special notes for this recipient only.  Then press Next.

11) Fill in Subject with what the file is named.

12) Email text - add text something to the effect of:  Attached please find Offer, Removal of Contingencies, etc. for property at ....  Please call (insert your phone number) for your confidential access code.

13) You can now choose to send a reminder in 1, 2, 3, etc. days and also can choose to repeat in so many days.

14) Sending Options are all checked by default and should be left this way.

15) Click Next.

16) Follow steps 7-15 for all remaining recipients and then press Close.

17) If you CC someone it will be received as soon as the last person signs.

18) Review where the notes are for signatures, initials and dates for each recipient.  Adjust placement where necessary.  In some documents there may be areas with a note for "have received" or "have not received" or something similar with choices.  In this case you will need to remove the tab for the one that is not appropriate.

19) Click Send.  Any errors will show up at this time.  Correct at this time.

20) In the next screen you can choose to Review or click Send.  If you choose to Review then click Send when complete.

21) Click on Console to exit.

When recipient receives email they will follow the steps below:

1) Open email and click Review.  They will then need to call you for the Access Code.  (If 2 signers in same household each will need to call for their confidential access code.)

2) Enter access code and press Validate and then click the following appropriate responses:
a) Consumer Disclosure click I Agee.
b) Adopt your signature click I Adopt (Click on Modify Your Signature if you would like to change the style.)

3) Press Continue.

4) In upper left corner of the document press Start.

5) Click on the tabs that need signatures or initials to insert signature or initials.  (When the first tab is clicked on it will scroll down to the next one.) When all complete choose Stay and Review or Complete Signing.  If press Stay and Review then press Complete signing when complete.

6) Press Done.

All recipients will follow steps 1 - 6  until all have signed.

You will receive an email with signed document(s) when all signatures are complete. (All recipients will also receive an email with signed document(s).)

1) Click View.  (You will need to log back in.)

2) Click printable.

3) Click on document and Save on Desktop.


To use DocuSign for a Non-templated document (such as an offer on your listing):

1) Go to rmxpros.com and click on DocuSign.

2) Enter your email and password and click Login.

3) Click on New. Then click on Browse and locate the document on the desktop and click on it.

4) The next screen may pull up a template.  If it does click cancel and then click Next.

5)  Add email address and name for first recipient.  Next to Order enter the number for the order that this recipient will sign (1 for first to sign, 2 for second, etc.).

6) Next to Type choose either Signer or In Person Signer (if person is with you and going to sign now).

7) To Verify person signing document use Access Code.  Give a number to this recipient that will make sense and be easy to remember (can put 1 in front of address for first signer i.e.12035 for first signer and put 2 in front and at end of address for second buyer i.e. 220352).

8) In Notes you can add special notes for this recipient only.  Then press Next.

9) Fill in Subject with what the file is named.

10) Email text - add text something to the effect of:  Attached please find Offer, Removal of Contingencies, etc. for property at ....  Please call (insert your phone number) for your confidential access code.

11) You can now choose to send a reminder in 1, 2, 3, etc. days and also can choose to repeat in so many days.

12) Sending Options are all checked by default and should be left this way.

13) Click Next.

14) To add more recipients click on Recipients and then click on New Recipients.  Then follow steps 5-13 above for each additional recipient.

15) Press Next.

16) Press on first recipient and set Signature, Initial, Full Name and Date tabs in appropriate places in document for that recipient where these are needed.

17) Click on next recipient and set Signature, Initial, Full Name and Date tabs in appropriate place in document for that recipient.

18) Follow these steps for all recipients.

19) Press Send.

20) Choose Review or Press Send.  Press Send after Review if you choose that option.

21) Press Console to exit.

The steps for when recipient receives an email are the same as when using DocuSign with Template.