Sending Docs for Signature When You Are Both the Landlord/Seller and Agent

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(For transactions where the agent is both the Seller or Landlord, as well as the listing agent)

The features outlined here are currently available to FMLS, AKMLS, NVAR and PWAR members only.

  1. Create a new transaction:
    • Select "Listing Side" and add in yourself as the seller (you'll automatically be added as the listing agent)
    • If you are the listing agent and landlord/seller, also representing the tenant/buyer, select 'Both' when starting the transaction
    • It is important to note that you need to have a different email address in the seller/landlord field than email attached to your Docs+ account as every user in the transaction must have a unique email address
    • Add in buyer/tenant information
    • 2020-01-17_11-31-53.pngmceclip0.png
  2. Select form(s) to add into transaction and proceed with entering information
  3. Sign the form(s) as the yourself, the agent
  4. Sign the form(s) as yourself, the landlord/seller
    • If you are representing both sides of the transaction, skip the next steps and send directly to your buyer/tenant for signature(s)
  5. After signing as both parties, convert the form(s) to PDF2020-04-27_12-13-25.png
  6. Click one of the mark-up tools in the toolbar and then 'Continue' on the pop up to complete the conversion                                                                                                                                    mceclip1.pngmceclip2.png
  7. Go back to the 'People' view in the newly created PDF and now select 'Both' at the topmceclip3.png
  8. Add the other parties signature tags where needed and then send for signing
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