To provide a clear and concise procedure for team members to effectively send and manage eSignatures using the Pete platform, ensuring accuracy and minimizing errors.
Key Steps
Access the eSignature Section
Log into the Pete platform and navigate to the property you are working on.
Scroll down to the "eSignatures" section and expand it.
Create a New eSignature Document
Click the plus (+) icon to start a new eSignature document.
Select the appropriate template (e.g., "IHP Purchase Agreement").
Label the document type (e.g., "Purchase") and assign the relevant parties (e.g., "IHB Reps" and "Seller").
Prepare the Document
Click "Create Document" and wait for the document to generate in a new window.
Add or remove any necessary files as needed.
Click "Continue" to proceed.
Customize the Document Fields
Review the document layout. Ensure that fields are mapped correctly (e.g., buyer's name).
If any fields are not pre-filled, double-click to enter the required information.
Use the Tab key to navigate through fields.
Add Required Elements
Complete all necessary fields, including checkboxes (ensure that at least one is checked).
If you need to assign initials or mark sections, drag and drop the relevant fields into the document.
Send the Document
Click "Send Document."
If applicable, adjust the sending order (e.g., if the seller needs to sign first).
Confirm the sending order and hit "Send."
Monitor Document Status
Refresh the eSignature section to check the status of the document.
Confirm that the document has been sent and track who has signed.
Complete the Signing Process
When it’s your turn to sign, click the link in the email notification.
Save your signature and complete the signing process.
Final Review
After all parties have signed, refresh the page to confirm the document status is updated to "Signed."
Download a copy of the completed agreement if necessary.
Cautionary Notes
Ensure all fields are filled out correctly before sending the document to avoid delays.
Double-check the sending order to ensure the correct sequence of signatures.
If you encounter any issues, do not hesitate to reach out for assistance.
Tips for Efficiency
Familiarize yourself with the template options available in Pete to speed up the document creation process.
Use keyboard shortcuts (like Tab) to navigate through fields quickly.
Regularly check the status of sent documents to stay updated on any pending signatures.
Consider setting up templates for frequently used documents to streamline future processes.