Instanet “Not-So-Quick” Tip: How to Create an Authentisign eSigning

Authentisign is the easy-to-use eSign solution that’s built into your Instanet account and costs nothing extra to use! You get unlimited esignings and when you connect your signings to your Instanet transactions the signed docs are automatically filed inside the transaction folders! 

Here’s how to make an e-signing using Authentisign:

If you have the Start Signing widget on your Dashboard click it to start a signing.

If you don’t have the Start Signing widget and would like to learn how to add it to your Dashboard, click this link to watch the video. Alternatively, you can click the Pen on the left-side tool bar, (in the Account Tools):

…and then click the Plus mark on the right side of the page to start a new signing.

Either way you start the signing, you’ll end up with a window that looks like this:

start-a-signing-authentisign-3Fill out this window to start your signing. Give it a name, (the name has nothing to do with what the signatures will say). Optional: Attach it to a transaction, (I’ve done so in the example in this post). Keep the “Go to new signing” checked. Click Save.

start-a-signing-authentisign-4Now you will land on Step 1 of the signing. There’s not much to do in this step, but my recommendation is to click the “Simul-Sign” choice. Why? So that all signers receive their signing invitations in their email at once. The other choice sends the invitations on a one-at-a-time basis, in a priority that you can set. Now click, “Step 2: Particpants

You decide who gets to sign, but the key to adding signers quickly is to make the correct choice. If you’ve attached the signing to a transaction, then the correct choice would be the second option; The Transaction Contacts, (in this example, it’s named “Transaction: Instanet Way Bobbi Buyer”)

In the screen shot below, you can add a signer by just clicking the checkbox next to their name and making sure they are set to “Remote Signer.” You can add one or more signers, but in this example we’re only using one. When you’re finished adding signers click, Add.

Now click Step 3: Documents

There are several choices to pick from, but most likely you’ll want to pick the first option, which is where all your filled out transaction documents are stored.

Pick one or more documents from the list by clicking the boxes next to the document names. To pick them all click the top checkbox. Now click, Add.

Your documents will go into the signing, but before you see them you’ll see the following message. You don’t have to do anything when this message pops up except to click Save.

Now you’ll see your documents! You can add more by clicking Add or rearrange them by using the arrows that appear underneath them. If you like the way they are arranged just go to the next step by clicking on “Step 4: Design

This is where you’ll see a preview of your documents. You need to make sure that there are signature placeholders wherever you want your clients to initial and/or sign. Many documents come with some or all of the required initial and signature placeholders already laid out on the page.

step-4-authentisign-13The “Duties Owed is one of the exceptions, where you will need an initial placeholder on the line under “Licensee Acting for Both Parties.” In order to add an initial placeholder, simply single-click on the words “Drag & Drop” in the upper-right of your screen. To drag and drop the mandatory initial placeholder, click and hold down your left mouse-clicker on the “Initial Here” box in the Drag and Drop menu, then drag the placeholder to the spot on the document where you want it. In the example below I’ve placed it on the first line to the right of the “May Not” line.

Make sure to check the rest of your docs for the correct placement of initial and signature placeholders. To begin sending the docs, click the Next button.

Before the Authentisign invitations are sent, a window will pop up where you have three clickable choices; cancel will bring you back to steps 1-4. Customize Invitation will let you write a custom message to your client and Send Invitations will send the message to your client. In this example, we will click Send Invitations.Lastly, click the OK button.

send-invites-authentisign-16Now you will land on a page with a list of your signings. Notice the signing I just sent has a Lightning Bolt icon, meaning the signing was sent but my clients have not signed yet. There are two other types of icons next to each signing; the Blue Ribbon means the signing is completed, and the Gear icon means you have not sent the signing out yet.

Once your client has signed the documents, you will see a Blue Ribbon next to the name of your Authentisign, (as shown below). You and your client will automatically be emailed a copy of the signed docs but you can also find them in the documents subfolder of this transaction folder. To find the docs in your transaction click the name of the signing.

Now click on the three stacked green lines (“Hamburger” menu) in the upper-right corner of your screen, next click the word Documents on the right.

You will now see a list of your signed documents:

You can do many things to the documents. To find all of the choices, click on the three stacked dots to the right of each document. As you can see in the image below the three stacked dots will reveal a menu that will give you the options to Preview, Download/Print, Rename, Send via Email or Fax and send to Authentisign again. There are more options in this menu that you should familiarize yourself with as time permits.

For more hints on Authentisign, try watching these short videos from Instanet Solutions: Authentisign Videos

 

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