DocuSign Real Estate Trainers FAQ
Legality/Security
Resources:
Is DocuSign legal?
World Class Legal Protection of eSignatures
Security Assurance Program
What makes DocuSign legal?
The first and foremost answer to that is our compliance with the eSign Act. We
encrypt all transactions with a 256-bit encryption, present a consumer disclosure,
digitally tamper seal all documents (that is enforceable outside of the DocuSign
system) and provide an audit trail of time, date, IP address and every event that
happened in the process.
How do I know the person is who they say they are?
This is detailed well in the resource link, but there are several levels of
authentication that you can choose – starting with an email that only they should
have a password to. If you feel that is insufficient, DocuSign provides more
authentication options than any other eSignature program. The depth of our audit
trail on every envelope provides you unmatched data on who took action on your
envelopes.
How does DocuSign stack up to competition security-wise?
We are the global standard for eSignature. We’ve worked directly with Congress, are
used in almost all of the Fortune 100 companies, pass numerous yearly 3rd-party
security audits, and have created the xDTM standard for Digital Transaction
Management. We pride ourselves on being the cutting edge of security, and consider
it our number one priority.
Envelope Management
What do I do if I need to change the email I put down for someone?
Go to the Manage tab, find the envelope in question, highlight it, then click the arrow
on the right hand side and choose “Correct.” This opens the envelope for you to
make edits to the recipients and the tags you placed on the document for them.
A video: https://docusign.wistia.com/medias/iuwqohc9jc
I need to cancel an envelope, how do I do that?
Select the drop down menu on the right hand side of the envelope in the Manage tab,
then choose “Void.”
My lenders are asking for a certificate of some kind – where do I find that?
Most of the time (by default) the Certificate of Completion is attached as a separate
PDF to the completed envelope email. You can also find it in your DocuSign account
by clicking the drop down menu on the envelope and selecting “Certificate”
If I had my client fill out some information on the document, how can I export that
into a spreadsheet?
Highlight the envelope in the Manage tab, click the drop down menu and select
“Form Data.” You can choose to download as a .csv file to get it into Excel.
I deleted an envelope I didn’t mean to! How can I get it back into the correct area?
Take a deep breath, open the Deleted folder under Envelopes, grab the selected
envelope and drag it back to whatever folder it was in before. Envelopes stay in your
deleted folder for 7 days before being purged.
Tagging Options
My check boxes are being skipped when signers are signing.
That’s because check boxes are optional fields in DocuSign, so our default guided
signing setting skips them. You have two options to combat this, depending on how
you need the tags to function on your document.:
1. You can change them to radio buttons and group them together. You would
do this if your signer is REQUIRED to make a choice between a number of
options, because radio buttons are required fields in DocuSign.
2. You can change your auto-navigation (guided signing) to “navigate all fields”
so that the signer is taken to those check boxes automatically. This way, they
don’t HAVE to make a choice (if the field is truly an optional one) but they
still are taken to the check box.
How can I get my signers to choose between two or more choices on the form?
As detailed above, you will need to set up radio buttons in the location that you want
the choice(s) to be made. Depending on what experience you’re using, this will
function a little differently:
 Classic: drag your radio button tags onto the document where you need
them, then lasso them together by clicking your mouse down and looping
them all together (you can also hold CTRL or COMMAND and click on the tags
too). Once you’ve done this, the tags will be highlighted in blue. Click on the
properties cog to the right of one of them and then create a new GROUP.
Name it whatever is appropriate.
 New: Simply drag over a radio button tag and it will ask you how many you
want and will automatically group them together for you.
How do I get each signer to sign in the right place?
Make sure that when you are tagging, you are selecting a different person from the
“tag for” drop down menu. The tags for other signers will grey out, and your new
tags will be gold for that appropriate recipient.
If you’ve made a mistake on this, you can open up the tag properties and change the
“recipient” at the top to correct this (you can also do this in bulk).
I need to have the signer attach a copy of their drivers license to the envelope, how
can I do that?
Use the signer attachment tag!
Workflow set up
I have a husband and wife that both need to sign a document but they share an email
address. How do I use DocuSign?
Add both of them into the workflow as you normally would (I suggest putting them
in sequential order: 1,2) with the same email address. All you need to do is change
the name for each person. It will reflect in the email and signing experience for each
one.
For additional verification you can add an “access code” (found under
“authentication”) which acts as a password for each recipient you put it on for.
If I need to get a signature on a document from someone whose email I don’t know,
how would I go about doing that?
You would use the “address recipients” function and send it to an intermediary first.
The usual way this happens is to set the other agent as the “address recipient” role
in the workflow, and then add the other recipient in as a signer right after them. You
can leave the name and email blank for this person.
You then place the tags onto the form for the UNKNOWN SIGNER.
The address recipient (other agent) will receive an email asking to reassign it to
other signer.
Here’s what it looks like:
I’d like to use DocuSign, but I prefer to meet with my clients face to face. Can I use
DocuSign to get signatures this way?
Absolutely! I encourage the use of DocuSign’s mobile app, and then selecting “in
person signer” to collect signature in person. You can also change the action in the
workflow to “sign in person” to accomplish the same thing!
Instructions for doing so on a computer
Instruction for on the mobile app
Integrations
ZipForms
MRED
Form Simplicity
Mobile
Do I have to pay for DocuSign’s app?
Nope! Just the subscription for DocuSign. The app is not an add-on.
Is the DocuSign app different than the Transaction Rooms app?
For now, it is. Make sure you’re getting the correct one when you’re downloading.
The two apps are:
 DocuSign
 DocuSign Transaction Rooms
Avoid:
 DocuSign Ink
 DocuSign for Good
How do I get a document into the app to get signed?
You can use the “open in” functionality to send a document from your email into the
app. Here’s a handy tutorial.
Pricing
$240 for Real Estate plans, unless you can find a promo code (which is only good for
one year).
Your company may have negotiated a lower group rate.
Account Issues
How do I merge my existing account into my company account so that I can get a
cheaper rate?
You just need to make sure that your new DocuSign admin adds you onto the
account using your SAME EMAIL ADDRESS as before. You will receive an email
asking you to join and merge and you need to select “join account and merge
existing information.” If you choose “keep existing information” then you will have
two accounts open.
If you are on a different server than when your company plan is on though, this is
not possible at this time. It’s something to ask your DocuSign administrator about
(and they will need to ask their Account Manager at DocuSign about it too).
It says I only have 5 free envelopes left, my branding is gone and I don’t see any
templates. Help!
This is most likely because you have signed into the wrong account. Check your
account number in the top right hand corner drop down. It’s probably different than
the rest of your company accounts. If you choose “switch accounts” below that you
will have the option to get into another one. You may have used a different email
address or password too, so double check those things. If these two fail, contact
DocuSign support.
I’m trying to put signatures onto the document, but there is no pallet on the left
hand side to choose from.
This is because you have added a document, but have not assigned any signer
recipients yet. Click on “to” at the top of the page and enter in a signer and the
palette will appear.
When I put tags on the document, they come down as black or are fuzzed out and
really weird looking.
This is a browser issue, and probably a result of you using Internet Explorer. Save
your envelope as a draft, and sign out of your account, then sign back in. We also
suggest clearing your cache if this is happening.
You can also try a different browser, such as Chrome or Firefox.
I don’t have the ability to create templates for myself anymore after I joined the
company account.
That’s because as user on a company account, you only have the ability to use
templates, not to create them. If this is something that you want to have the ability
to do, get in touch with your DocuSign administrator and request template creation
rights (it’d under users > you > permissions > “manage templates”)