Feature Friday: How To Use DocuSign in flexmls Forms

Have you wondered what an integration of DocuSign electronic signature into a forms provider looks like? In today's Feature Friday, let's look at how DocuSign works with flexmls forms.

DocuSign electronic signature service allows you to send forms for e-signature and e-sign forms. Using flexmls forms and DocuSign together, you can send forms using email to gather the legally binding electronic signatures you need.

If you're already a DocuSign subscriber, you can connect your DocuSign account and your flexmls account. Sign in once, and each time you visit the DocuSign tab after, you can create new DocuSign envelopes for electronic signature.

If you aren't yet a DocuSign subscriber, you can use the DocuSign tab to learn more about electronic signature from DocuSign, or to sign up.

Once you're signed in, the DocuSign tab will allow you to select all forms in the current flexmls forms folder, the current form, or any combination of forms.

On the right hand side, you can assign people to the roles defined in the selected forms. The roles listed will be those included in any of the forms in the folder, so you can send the forms to the appropriate parties.

If you've used the auto-populate feature on the forms, the corresponding roles in the DocuSign tab will already be filled in.

Use the order box to designate the order in which the documents should be signed. Below, you can add additional recipients as signers, or you can send a carbon copy to a non-signing party.

Click “Create Envelope” to continue to the DocuSign page.

If you've previously created envelopes for the forms folder, the DocuSign tab will also have links to any related envelopes. Envelopes are listed by the creation date, along with status, and the subject of the DocuSign message relating to the envelope, included for your reference.

If you need to make changes to your DocuSign settings, click on the “DocuSign Settings” option under “forms” on your menu.

DocuSign is also integrated in other real estate forms, including zipForm 6, Realfast and others! DocuSign: fast, complete and trusted electronic signature for your needs.