The features outlined here are currently available to FMLS, Realcomp, AKMLS, NVAR and PWAR members only.
Agents can access a list of all sent signing sessions on a particular transaction within their transaction folder. This section can be easily navigated to by clicking into a transaction and clicking the 'E-sign' tab at the top of the page next to 'Documents' and 'Checklists'.
When all parties have completed signing in the signing session, the agent will receive an email letting them know as such. This email will contain PDFs of the signed documents from all parties.
Emails can only include documents up to a certain size, so for larger documents, agents will still need to log in to download them via the download button in the e-sign section.
How to Cancel A Signing Session:
A signing session can be canceled by clicking the 'cancel' button from within the e-sign tab. All parties will receive an email notification letting them know the session was canceled. It will also show in their e-sign history as a canceled session.
Resend Alert to Clients:
If signers are needing to be reminded of their current signing session, a reminder email can be sent to them directly from the signing session. To do so, open the signing session the reminder needs to be sent from and click the 'Resend' bell in the upper right corner. This will send an email to the recipients letting them know they still have an e-sign in progress.
Automated Statuses of Sent Documents:
Signing statuses will automatically update based on the actions the signers take:
In Progress - A signing session has been sent but not completed
Canceled - A signing session was canceled by agent
Complete - All parties have signed or denied the signing session
It is important to note that this feature will only affect new transactions and signing sessions moving forward and will not be retroactive.