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      Sending Your Sign Agreement To Be Filled In By The Vendor - NSW

      By sending the agreement, you prompt the vendor to add their details or signature, thereby formalizing the arrangement between both parties.

       

      This is avaliable to NSW customers using REINSW, ADL & EAC as their form provider.

      Step by Step Guide

      In your existing campaign, click the Sign tab, click Create and select Agency Agreement

      Screenshot 2024-05-20 at 11.17.55 AM

      2. Complete the form, and click on Submit or Finish to generate the document, To request for a vendor/buyer to fill in, click on the signature icon on the right. TIP: In NSW, the vendor can only edit their details and the Material Fact Checklist

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      3. Click the “Remote Options” button

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      4. Tick the “Sign” then “Fill-in” and/or “Verify” boxes to request then click “Send Both Requests”

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      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

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      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

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      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 vendors
      Material Fact - Update Material Fact Checklist - list of questions related to the property they are selling
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      TIPS:

      • Sign tick box must be checked to enable Fill-in

      • Fill-in will not be available for (1) partly signed documents, and (2) documents edited with custom options (e.g. custom texts, strikethroughs, checkbox, add signature/page, etc.)

      • Only 1 vendor is allowed for fill-in requests

      • Signature requests to several signers can be triggered alongside Fill-in. The signer tagged with fill-in will receive the request before all other signers. Meanwhile, signature requests to all other signers would only be triggered after the signer tagged with fill-in has completed the forms
        Case in point: There are 3 Signers (Signers A, B, C). Signer A was tagged with Fill in, while Signers B & C were ticked to sign too. Signer A will receive the signature and fill-in request to their email, and once complete, it will trigger the request to Signers B & C

      • If multiple vendors were selected by the agent to sign, signature request/s to others will be automatically sent out once the form is submitted