DocuSign Live Interactive - Advanced Features Created Specifically For Real Estate Transactions
This session is designed for current DocuSign users to learn how to utilize DocuSign Branding and collaboration tools including Agent Managed Envelopes and Markup. Using branding you can customize your DocuSign emails to be consistent with and extend the brand and image of your business. Agent Managed Envelopes allow the sender to create and assign workflow in a DocuSign envelope without knowing all the recipient information. Using this option, the sender adds recipients and assigns roles, without having to enter name and email information, and assigns a “manager” to the envelope. The manager is an agent/broker who knows the contact information for the remaining recipients and directs the envelope to those recipients. Document Markup is a free-form collaboration tool that allows recipients to edit content during the document signing process. Document Markup is a time-saving, must-have tool for both internal and external document stakeholders to expedite transactions online.
