4. Tick the “Sign” then “Fill-in” and/or “Verify” boxes to request then click “Send Both Requests”
5. Agents will also be able to view updates on this page. They will be notified through email once the signer tagged with fill-in has (1) opened the link, (2) accomplished and submitted the online form, and (3) signed the document
6. The Vendor will now receive an email request from the agent, requesting them to edit the details and sign the document. Vendors have to click “Review & Sign” on the email
Note: Vendor can only edit certain sections of the form
7. Vendor can now edit their details - Vendor & Material Fact Checklist. Once completed, click “Submit” and the page will now re-direct to the signing of the updated document. After signing, the vendor may opt to download a copy of the document.
Vendor -
Update vendor details, add additional vendorsMaterial Fact -
Update Material Fact Checklist - list of questions related to the property they are selling