Once you have set up the Secure Sign integration, we can upload, create, generate, and initiate the signing of a form. Below is a step-by-step guide using a Secure Sign form or a Vault cloud letter template.
Before using the integration, please ensure you have uploaded and set up your desired forms as outlined in the Secure Sign Setup & Integration article.
Contents:
How to use a Secure Sign Template
Step by step
- Navigate to an example property
- Click into the Other tab > Secure Sign
- Once here click Create New Form
- Select your desired Secure Sign template
- We can then set the required signers, either the vendors, purchasers, or an existing Vault contact. With the ability to set the signing groups (If multiple signers are required, this can set the grouping order of when each party is to sign)
- With the option to preview the document, otherwise, click Send to Secure Sign
- Once sent, click View Secure Sign Forms
- This will navigate you back into Secure Sign within Vault, where we can click Initiate Signing to start the signing process
You should receive email notifications on the signing progress and when the document has been fully executed. If Agora Gateway is activated, fully executed (Signed) documents will also trigger a notification in the Agora Gateway Wiget within Vault.
How to use a Vault cloud letter template
Step by step
- Navigate to an example property
- Click on Letters tab
- Find your desired document to generate
- Once generated, save the document to the Filing Cabinet
- Once saved, we can then send the document to Secure Sign, this can be done by navigating into the property Filing Cabinet
- Find the generated document
- Click into the document > Click Send to Secure Sign
- We can then set the required signers, either the vendors, purchasers, or an existing Vault contact. With the ability to set the signing groups (If multiple signers are needed, this can set the grouping order of when each party is to sign)
- With the option to preview the document, otherwise, click Send to Secure Sign
- Once sent, click View Secure Sign Forms
- This will navigate you into Secure Sign within Vault, where we can click Initiate Signing to start the signing process
You should receive email notifications on the signing progress and when the document has been fully executed. If Agora Gateway is activated, fully executed (Signed) documents will also trigger a notification in the Agora Gateway Wiget within Vault. A copy of the executed document along with the certificate of completion will also appear in the filing cabinet of the property.
Additional information
We provide the below options on an agreement that has been initiated:
- Archive/Delete - This can be used to Delete an initiated agreement if no longer needed
- Reverse Back to "Pending" - This will reverse an "In Progress" form back to Pending to allow you to re-initiate the signing
- Signing Link - This will directly open up the document in Secure Sign to review progress
- View Form - This will open up the preview of the document
If Agora Gateway is activated, fully executed (Signed) documents will also trigger a notification in the Agora Gateway Wiget within Vault.
A copy of the fully executed document along with the certificate of completion will automatically be saved in the filing cabinet of the property. More information on the filing cabinet can be found in the Property - Listing: Filling Cabinet knowledge article.