COMING SOON: New eSign Experience!
🏠 How to Create and Send an eSign Packet
Overview
This guide will walk you through the step-by-step process of creating, customizing, and sending documents for electronic signature (eSign) to your clients. You will also learn how to track the status of your document packets after they are sent.
This guide will walk you through the step-by-step process of creating, customizing, and sending documents for electronic signature (eSign) to your clients. You will also learn how to track the status of your document packets after they are sent.
⚙️ Step 1: Set Up Your Packet
Navigate to eSign: On the left-hand main menu, click on New eSign to open your eSign Dashboard.
Start a New Packet: Click the Create Packet button in the upper right-hand corner of your screen to open the setup wizard.
Name Your Packet: Give your document packet a clear, recognizable name.
(Optional) Send on Behalf of Another User: If you have Admin or Staff permissions, you can use the dropdown menu to create this packet on behalf of another team member.
(Optional) Link to a Transaction: If you use Financials, select the specific real estate transaction you want to associate this packet with from your available list.
Move to Next Step: Click Continue in the bottom right corner.
Navigate to eSign: On the left-hand main menu, click on New eSign to open your eSign Dashboard.
Start a New Packet: Click the Create Packet button in the upper right-hand corner of your screen to open the setup wizard.
Name Your Packet: Give your document packet a clear, recognizable name.
(Optional) Send on Behalf of Another User: If you have Admin or Staff permissions, you can use the dropdown menu to create this packet on behalf of another team member.
(Optional) Link to a Transaction: If you use Financials, select the specific real estate transaction you want to associate this packet with from your available list.
👥 Step 2: Add Your Recipients
Find or Create Your Recipients: Use the search bar to find existing users, contacts, or past recipients.
Tip: If the person isn't in your system yet, you can create a new contact right here, and they will be saved to your database.
Assign a Recipient Type: For each person you add, choose their role from the dropdown menu:
Signer: Needs to sign the document.
Receives a Copy: Gets a copy automatically after everyone has signed.
Needs to be Notified: Receives an alert when the signing process is complete.
Set Up Reminders: Choose how often you want the system to automatically remind your signers (every 12 hours, or every 1 to 5 days).
Note: Email reminders must be turned on to use Text Reminders. If using text alerts, double-check that your contact's phone number is correct.
Move to Next Step: Click Continue to move to your documents.
Find or Create Your Recipients: Use the search bar to find existing users, contacts, or past recipients.
Tip: If the person isn't in your system yet, you can create a new contact right here, and they will be saved to your database.
Assign a Recipient Type: For each person you add, choose their role from the dropdown menu:
Signer: Needs to sign the document.
Receives a Copy: Gets a copy automatically after everyone has signed.
Needs to be Notified: Receives an alert when the signing process is complete.
Set Up Reminders: Choose how often you want the system to automatically remind your signers (every 12 hours, or every 1 to 5 days).
Note: Email reminders must be turned on to use Text Reminders. If using text alerts, double-check that your contact's phone number is correct.
Move to Next Step: Click Continue to move to your documents.
📄 Step 3: Upload and Arrange Your Documents
Add Your Files: Choose one of three ways to add documents to your packet:
Click Choose files or Upload Files to select a document from your computer.
Drag and drop files directly from your computer screen into the upload box.
Click Choose From and select Files to pull a document directly from your ClientBAY storage.
Arrange the Order: If you uploaded multiple documents, simply click and drag them up or down to place them in the correct viewing order.
- Move to Next Step: Click Continue.
Add Your Files: Choose one of three ways to add documents to your packet:
Click Choose files or Upload Files to select a document from your computer.
Drag and drop files directly from your computer screen into the upload box.
Click Choose From and select Files to pull a document directly from your ClientBAY storage.
Arrange the Order: If you uploaded multiple documents, simply click and drag them up or down to place them in the correct viewing order.
✍️ Step 4: Add Signature Tags
Select a Signer: Click on the name of the recipient you want to place tags for. Each recipient will have their own color-coded tags.
Place the Tags: Select the field you need (such as Signature, Initials, Date, or Name), then click and drag it onto the document where it belongs. Alternatively, click the field tool and then click directly on the document to place it.
Customize the Field Settings: Highlight a placed tag to adjust its settings on the right-hand panel:
Required Fields: Toggle the switch to make a field mandatory. The signer cannot submit the document without filling it out.
Font Size: Change the text size to neatly fit the lines on your document.
Read-Only Fields: Check this box if you want the recipient to only see the text you type into the "Value" section without being able to change it.
Move to Next Step: Once tags are placed for all recipients, click Continue.
👀 Step 5: Review and Send
Final Review: Look over all your packet information.
If you see something that needs changing, click Previous to go back and fix it.
If everything looks perfect, click FINISH.
✅ Success! Your packet is now sent. You will automatically receive email alerts whenever a client opens or signs the documents.
You will get email alerts when your client(s) are taking action on the packet.
📊 Managing Your Sent Packets
After hitting finish, you will be taken back to your eSign Dashboard. Here, you can track the lifecycle of your packet using the status column:
Sent: The email/text has gone out to your recipients.
Opened: A recipient has clicked into the packet to view it.
Completed: All parties have successfully signed (a completion date will appear next to this status).
Declined: The recipient(s) has declined to sign the packet.
Expired: The packet has expired and is no longer valid for signing.
Void: The packet has been cancelled and is no longer valid for signing.
After hitting finish, you will be taken back to your eSign Dashboard. Here, you can track the lifecycle of your packet using the status column:
Sent: The email/text has gone out to your recipients.
Opened: A recipient has clicked into the packet to view it.
Completed: All parties have successfully signed (a completion date will appear next to this status).
Declined: The recipient(s) has declined to sign the packet.
Expired: The packet has expired and is no longer valid for signing.
Void: The packet has been cancelled and is no longer valid for signing.
⚙️ Extra Tools (The Three-Dot Menu)
Next to every packet on your dashboard, you will see a three-dot action button (...). Clicking this gives you extra options depending on the status of your document:
Next to every packet on your dashboard, you will see a three-dot action button (...). Clicking this gives you extra options depending on the status of your document:
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