Overview

This guide shows you how to create, customize, and send documents for electronic signature (eSign) from your Back At You Office. It also covers how to track your packets after they're sent. You can upload any PDF document for eSignature.

eSign lets you and your clients review and sign documents from anywhere. You don't need to print or scan anything. Every packet includes a full history and a completion certificate. For admins and staff, eSign also gives you one place to track documents across all of your agents' deals.

⚙️ Step 1: Set Up Your Packet

1. Open eSign: In the left-hand main menu, click New eSign to open your eSign Dashboard.
2. Start a new packet: Click Create Packet in the upper right-hand corner to open the setup wizard.
3. Name your packet: Give your packet a clear, recognizable name, such as the property address and document type (for example, "123 Main St – Listing Agreement").
4. (Optional) Send on behalf of another user: If you have Admin or Staff permissions, use the dropdown menu to create the packet on behalf of another team member.
5. (Optional) Link to a transaction: If your office uses Financials, choose the real estate transaction you want to link to this packet from the list. Linking a packet keeps its documents organized with that deal.
6. Continue: Click Continue in the bottom right corner.

👥 Step 2: Add Your Recipients

1. Find or create 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 here. They will be saved to your database.
2. Choose a recipient type: For each person you add, select their role from the dropdown menu:
   • Signer: Needs to sign the document.
   • Receives a Copy: Gets a copy of the signed documents automatically after everyone has signed.
   • Needs to be Notified: Gets an alert when signing is complete. 
3. Set up reminders: Choose how often the system should automatically remind your signers: every 12 hours, or every 1 to 5 days.
   Note: Email reminders must be turned on before you can use text reminders. If you use text reminders, check that each contact's phone number is correct.
4. Continue: Click Continue to move to your documents.

📄 Step 3: Upload and Arrange Your Documents

1. Add your files in any of these three ways:
   • Click Choose files or Upload Files to select a document from your computer.
   • Drag and drop files from your computer into the upload box.
   • Click Choose From, then select Files to use a document from your Back At You Office storage.
   Supported files: PDF. 
2. Arrange the order: If you uploaded more than one document, click and drag them up or down to put them in the order your recipients should see them.
3. Continue: Click Continue.

✍️ Step 4: Add Signature Tags

1. Select a signer: Click the name of the recipient you want to place tags for. Each recipient's tags have their own color.
2. Place the tags: Choose the field you need, such as Signature, Initials, Date, or Name. Then drag it onto the document where it belongs. You can also click the field tool and then click the spot on the document where you want it.
3. Adjust field settings: Click a placed tag to open its settings in the right-hand panel:
   • Required: Turn on the toggle to make the field mandatory. The signer can't submit the document until it's filled out.
   • Font Size: Change the text size so it fits neatly on the document's lines.
   • Value: Enter text to pre-fill the field for the recipient.
   • Read-Only: Check this box if the recipient should see the text in the Value field but not be able to change it.
4. Continue: Once you've placed tags for every signer, click Continue.

👀 Step 5: Review and Send

1. Final review: Check all of your packet information.
   • If something needs to change, click Previous to go back and fix it.
   • When everything looks right, click Finish to send the packet.

📊 Managing Your Sent Packets

After you click Finish, you'll return to your eSign Dashboard. The Status column shows where each packet stands:

• Sent: The email or text has gone out to your recipients.
• Opened: A recipient has opened the packet.
• Completed: Everyone has signed. The completion date appears next to the status.
• Declined: A recipient declined to sign.
• Expired: The packet has expired and can no longer be signed. 
• Void: The packet was cancelled and can no longer be signed.

⚙️ Extra Tools (the Three-Dot Menu)

Click the three-dot button (...) next to any packet on your dashboard for more options. The options you see depend on the packet's status.

🛟 Troubleshooting

My recipient didn't get the email or text.
Ask them to check their spam or junk folder. Then check the recipient's email address and phone number in the packet. Use the three-dot menu to Resend the packet. If the contact information was wrong, use Void and Edit to correct it and send the packet again.

I need to change a document after sending it.
If the packet isn't complete, use Void and Edit from the three-dot menu. The original packet is cancelled, and your tags carry over to the new version.

A recipient declined to sign.
Talk with the recipient about what needs to change. Then use Void and Edit or create a new packet. 

Text reminders aren't going out.
Text reminders only work when email reminders are also turned on. Check both settings and confirm the contact's phone number.

📚 Related Articles

• eSign Best Practices: Tips for Faster, Smoother Signings
• eSign (Legacy Experience)