DocuSign Activation

If you currently have a DocuSign account, when you follow the link to set up your account, you will have the option to accept and import my existing account.

If you don’t see that option, please call Customer Support at 866-219-4318.

If you currently pay for a DocuSign account, DocuSign will refund you any unused portion of your subscription.

You Should have received an “Invite” from Teresa to join DocuSign.

In the Email is an “Activate” button

Click on that button in from your email

Join DocuSign

You’ll be asked to change this password on the next screen so don’t make it the one you want to use.

Go to: Manage IdentityManage Your Signature

Set Signature

Go To Preferences

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Formerly known as Cartavi

DocuSign Transaction Rooms

Store documents and easily send to buyers, sellers, agents and more.

Each person will have to be added and accept the invitation before they can sign the document

All that is needed is name and valid email address to send for electronic signatures

You can send finalized contracts to lenders, staff, co-op agents etc.

If your account is not already linked, Teresa will have to send you the link

via your email account.

Link your DocuSign account

Once DocuSign Transaction Rooms and DocuSign are

linked, you can manage all of your transactions within the

Docusign Transaction Rooms.

- If you were to sign up for these products on your own, the cost is $30/month with limited free documents & then you pay per document.

- With the company enrollment, you get the first 3 months FREE! After that, if you choose to continue using DocuSign with Transaction

Rooms, the cost to you is $15/month billed to your office bill.

- The advantage of going with the company enrollment, you can send unlimited documents for signature which can be a huge cost savings.

Set Up Your Tabs

http://www.youtube.com/watch?v=Xg4-HnoUFrc#t=30

If you need help setting up the tabs or any other part of the set up, watch this

instructional video by clicking on the link or copy and paste link into your browser.

Always go back to the Dashboard

How To Obtain Electronic Signatures

You can upload a document from My Documents but easier to start at

Transactions

Create a Transaction

Enter Informatio

n About The

Transaction

Add Documents

Click here to add clients to sign document

Add Clients

Click on the person you added

Give Client Access To The

Document

Close this window when

done

Go to Envelopes Tab

Click Here

Create a New Envelope

Set the signatures using “Tag Document” Button

Drag and Drop

Add 2 Clients to 1 Email Address: 4 Easy Steps

Click the “To” address bar

Identify by Access Code

ORDER

ORDER DIAGRAM

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It Will Look Like This

Attach Multiple Signatures

Notice it grays out the other signature when changing persons using same email

Send!

What it looks like to your clients

Tips:1.Make sure to put the full name icon on the last page,

for “print name” you must have this, or they will need to print their name

2.Make sure to add the date3.When you place a tag on a document for initials, make

sure you don’t set it on any words of the document! It obstructs the words of the document and the initials cannot be read

4.Preview the document to make sure it’s correct5.Please send a copy of listings to Terry if east or

Debbie Pick west6.Please send contracts to east Dawn or west Dawn7.If you use Transaction Coordinator, add Kim and

Valerie and send them a copy

Please be sure to download and install Cartavi (DocuSign Transaction Rooms apps for your mobile devices.

- Apps for iPhone, iPad, Android Tablet and Android Phone. - Download Apps from your App store

- Please be sure to visit our support site for helpful information on how to use Cartavi: support.cartavi.com. We also offer periodic free webinars, cartavi.com/webinars.