When sending out a document (or group of documents) for signing, there may be times you have special instructions for one (or more) of the signers. SmartMLS Sign appreciates this need and makes it easy for you to include instructions at several different portions of the signing creation process.
Going one step further, you can create a Saved Instructions library that can be accessed during any of your signings. If there are specific instructions you tend to use repeatedly, save them in your Saved Instructions library and streamline your process even more!
You can create instructions by going to the top right of SmartMLS Sign and clicking your photo/initials and then Settings:
Click Saved Instructions from the menu on the left side, then click Create Instruction:
The Create Instruction window appears:
1. Give the instructions an easily recognizable name in the Instruction Title field.
2. Enter the desired instructions.
3. If you have assistant permissions that allow you to work on behalf of another user, you can dictate whose account the instructions are saved under by using the Change button.
4. Click Save when you're finished.
- Instructions can be added or created when editing a participant from the Signing Flow section of the Signing Editor:
- Instructions can also be added or created when editing a Stage from the Signing Flow section of the Signing Editor. Instructions can be added for individual signers in the Stage or they can be applied globally for all signers in the Stage (using the Common Instructions field at the top of the screen):
- Click the Add saved Instruction(s) icon
to use one (or more) of the Saved Instructions you've previously created.
- Click the Save to Instructions Library icon
to add the text you just typed into your Saved Instructions library for future use.
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