-
Search for the address of your campaign and select the campaign
-
Select the Campaign, select the Sign tab, and click “Create”
-
Create and upload the contract.
Editing the text boxes
You can re-align text boxes by dragging and moving them *Remember to click save*
Add Vendor details:
Note: if you have completed your agency agreement in Sign your vendor details will populate
Should you have multiple vendors simply click add vendor to add their details
Add Purchaser details:
Add in purchaser details
Should you have multiple purchasers simply click add purchaser to add in their details
As you add in purchaser details this will fill in the document fields on the front page of the contract
Add Sale details:
Add in the sale price
Select the deposit amount
Once the deposit amount is selected, the balance will automatically be calculated
The Deposit amount on the contract will always be 10% on the front page as per legislation (even if the agent enters a 5% on the left hand side on the Document Information menu)
Add Vendor Solicitor
Add in vendor solicitor details
Should you have a vendor solicitor appear in the contact, you can input those details
To add in vendor solicitor details, open up vendor solicitor in document fields and click + button to drop in the text box on the contract
Add Purchaser Solicitor
Add in purchaser solicitor details
This information will fill in on the front page of the contract
Add Buyers Agent (if applicable)
Should the purchaser have a buyers agent, you can input those details
To add in buyers agent details, open up buyers agent in document fields and click + button to drop in the text box on the contract
Need to add something else?
There are 3 custom options - text box, strikethrough and tick box
Example: changing settlement date:
Click on the strike-through and hover your mouse over the settlement date on the contract and rule that out
Select A to add in a blank text box, click on the contract where you would like this to go, scroll down on your left-hand side to fill in the text in that text box
To tick any inclusions, simply click on the tick box and insert the tick in on additional inclusions
Requesting Signatures
When you are ready to send the contract for signing or sign in person click on the signature icon
Either send remotely or sign in person
If Sign picks up you are missing any fields e.g below missing sale details see a warning message to add in that missing field
To send remotely click on remote options, tick who you would like to sign and send signature request. Note: you can send to purchasers first then vendor if need be. You are not limited to sending to all parties at once.
Once all parties have signed, all signatures will come back to one contract. Note: the contract is not exchanged at this point
Exchanging:
Once all parties have signed, the save button in the top right-hand corner will change to exchange
When you are ready to execute the contract click on the exchange button
You will see a warning message asking if are you sure you want to exchange
Click yes
Once clicking yes, this will date the contract. Note: The date that will drop on the contract is the day you click exchange
The contract is now dated and exchanged
What is the Status icon:
This icon will show you status and provide insight on pending or signed parties
How to download and print?
The last two options in the icon bar are download and print
