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How to setup and manage Sign settings

To ensure documents generate correctly for your office, an administrator must complete the initial setup for Sign. While some settings are state-specific, the navigation process is the same for all users.

 

 

 

Admin Setup Guide for Sign

This guide covers the three main configuration areas:

  1. Office & Company Settings
  2. Agent & Contractor Settings
  3. Email Templates

Step 1: Configure Office & Company Settings

This section controls the legal details and document delivery settings for your entire office.

  1. Navigate to your office settings: Dashboard > App Switcher > Tools > Offices
  2. Select the office you wish to configure from the list.
  3. Click Settings in the top right corner to open the Sign Settings tab.

Note: The available fields may vary by state. For example, Queensland includes specific sections for Form 6 and Contracts.

A. Complete Company Details

In the left-hand menu, select Company Details.

  • Enter your Licensee Name, Trading Name, and ABN. This information will automatically populate on your legal documents.
  • In some states, you can pre-fill default answers for specific forms (e.g., Form 6 and Contracts in QLD) to accelerate agreement creation.

B. Set Executed Document Copy Rules

Before saving, scroll to the Executed Document Copy Settings. This feature lets you automatically send copies of signed documents to designated email addresses, such as a settlements or accounts team.

Add the relevant email addresses (separated by commas) for each document category:

  • Sign Anything
  • Contracts
  • Form 6 / Agreement / Authority

Click Update Company Details to save your changes.

C. Complete Remaining Tabs Continue through the other tabs in the left-hand menu (e.g., Special Conditions, Annexure Library) and complete them as required.

Step 2: Review Agent & Contractor Settings

These settings control how an individual agent's details appear on agreements.

  1. Navigate to the agent list: Dashboard > App Switcher > Tools > Agents
  2. Select the agent you wish to update and click Settings.
  3. Review the agent's registration status:
    • If the agent is a contractor: Ensure GST Registered is set to Yes. This is critical for their details to populate correctly on agreements.
    • If the agent is an employee: No changes are required in this section.
  4. (Optional) Scroll to the bottom to add email addresses of recipients who should receive a copy when a Form 6 is completed by this specific agent.
  5. Click Update Agent Settings to save.

Step 3: (Optional) Set Up Sign Email Templates

Email templates standardize the communications your clients receive with their agreements and contracts.

  1. Navigate to the template manager: Dashboard > App Switcher > Tools > Sign > Templates
  2. Select an agent’s name to view their pre-loaded templates.
  3. To manage existing templates, use the icons to View (eye), Edit (pencil), Duplicate (copy), or Delete (bin).

To create a new email template:

  1. Click Create.
  2. Enter a Template Name.
  3. Choose the Recipient and add any CC addresses.
  4. Write your email content and attach files if necessary.
  5. Click Submit to save.

Important: Templates are managed on a per-agent basis. To apply a template across your entire office, please configure it for one agent and then email support@realtair.com. Our team can replicate it for all users in your office.

Once these configurations are complete, your team is ready to use Sign.