Digital Signing Made Simple: A Guide to Initiating and Completing Digital Signatures from Any Device
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This document compares and evaluates different options for digital signing. It discusses starting digital signatures from a PC or iPad. Docusign, Dotloop, and other software allow for more efficient and convenient digital signatures that satisfy legal signature requirements. The document provides step-by-step instructions for setting up digital signatures in Docusign from a web browser or mobile device. Clients can receive and sign documents on any device via email. Digital signatures offer security and non-repudiation compared to electronic signatures.
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Digital Signing Made Simple: A Guide to Initiating and Completing Digital Signatures from Any Device
- 1. Digital Signing Made EZ @amyoutloud
- 2. Amy Smythe Harris Broker Associates, GRI, CRS, E-Pro, GREEN,SFR, TRLP HAR & TAR Instructor/Train the Trainer-6 years HAR Director 2009 & 2011 NextGen Advisory Group TAR Professional Development & Professional Standards 2009 & Technology for 2010 TAR Technology Chair for 2011 NAR Communications Committee for 2010 & 2011 NAR YPN 2010 WCR Montgomery Co. Tech. Chair
- 3. Objectives To compare and evaluate digital signing options To learn how to initiate a digital signature from PC To learn how to initiate a digital signature from Ipad To understand how to have clients sign on your Ipad
- 4. Why Digital Signing More efficient Convenient for clients It is EZ
- 5. Signing Software Docusign Dotloop Digital Ink with Zipforms Adobe Cosign by ARX Elock.com
- 6. Digital Signatures vs. Electronic Signatures . The digital signatures (also known as Advanced or Secure Electronic Signatures) use cryptographic techniques. Public Key Infrastructure (PKI) which guarantees data integrity and non-repudiation of documents and transactions. The digital signature cannot be copied, tampered or altered . While an Electronic signature is just a representation of a person in the form of an electronic image of the handwritten signature, symbol, voiceprint, etc. It can be copied or tampered with.
- 7. Can I sign legally? Electronic signatures = handwritten signatures. Legally YES!
- 8. Can I sign legally? Uniform Electronic Transactions Act or "UETA" released by NCCUSL in 1999:Electronic signature means "an electronic sound, symbol, or process, attached to or logically associated with a record and executed or adopted by a person with the intent to sign the record."
- 9. Start from a PC Sign up for docusign.com Write contract in zipformsonline.com Print to .pdf (so it’s not locked) Log into docusign.com
- 10. Docusign.com Start a new envelope
- 11. Step 1- Find Document Step 2- Add Recipients Step 3- Email Message
- 12. Breaking it Down-Step 1 Step 1
- 13. Breaking it Down-Step 1 Choose where to get your document Then apply template
- 14. Breaking it Down-Step 2 Type in recipients email & name Then change order
- 15. Breaking it Down-Step 3 Default Message-may need to change Add note to specific people
- 16. Envelope Settings-Step 4 Recipient info Reminders & Expirations Click Continue
- 17. Placing Signatures Drag the initial or Signature flag Drop the initial flag
- 18. Placing Signatures Switch Signers/Recipients Drop the initial flag
- 19. Beyond the Basic Data field Change size of signature Drop down Note Date sign
- 20. Sending Click Continue Or Send Now
- 21. How Clients sign Email & mouse Email & Droid/Iphone Email & Ipad Or sign in person
- 22. Signing by Email Click Review Documents
- 23. Signing by Email Envelope ID Click Next
- 24. Signing by Email Click Confirm Signing Initialed
- 25. Signing by Email Download or Print Tadah – You are done!!!!!
- 26. Mobile Signing Ipad Purchase mobile Zipforms Go to m.zipformonline.com Type up contract on Ipad Then email to drafts@docusign.net
- 27. Mobile Signing Ipad Download docusign app to Ipad Log in to docusign app Tap on New Envelope Tap on Draft envelope Tap on contract
- 28. Initiating the signing Type subject Type email message Tap Tag Document Tap Add Recipient Signer – fill in information Then tap to place signature Tab
- 29. Initiating the signing Hit send Buyer can sign through Ipad/Computer/Iphone/Droid
- 30. Signing on the Ipad Take a doc & place in DropBox app from laptop OR Place in following programs- Box.net Google docs Docs to Go
- 31. Signing on the Ipad Grab Ipad Open Dropbox app Find doc & Tap on it Look for
- 32. Signing on the Ipad Then pick App Use Stylus
- 33. Amy’s Apps QuickOffice PDF reader lite iAnnotate PDF Evernote DocstoGo Dropbox
- 34. Q&A Time facebook.com/amysmytheharris slideshare.net/amysmytheharris
Hinweis der Redaktion
- Now let’s break down step 1,2 & 3
- Choose from your computer or from online site
- Choose from your computer or from online site (box.net, dropbox, or google docs or salesforce)
- Amy tip-change order depending on who represent. Give ideas on how to use with non-docusign agents.
- Amy tip-change order depending on who represent. Give ideas on how to use with non-docusign agents.
- Allow recipient to edit docs or to change signing responsibility, set up reminders and expirations and then hit continue
- This is where templates are great for Buyer rep, IABS, listing agreement and 1-4
- This is where templates are great for Buyer rep, IABS, listing agreement and 1-4
- You can also save as a draft, go back or discard changes
- It can be password protected as well
- Click with your mouse and then it will take you to the next screen automatically to sign the next spot
- Click with your mouse and then it will take you to the next screen automatically to sign the next spot
- Amy tip- $9.99 for app, type up contract as much as possible on online first./ the outgoing email has to match your log in to docusign