Step By Step How To: Set up docusign account and link to Transaction Rooms. How to obtain electronic signatures through Docusign transaction rooms

2. DocuSign Activation

3. If you currently have a DocuSign account, when you follow the link to set up
your account, you will have the option to accept and import my existing
account.
If you don’t see that option, please call Customer Support at 866-219-4318.
If you currently pay for a DocuSign account, DocuSign will refund you any
unused portion of your subscription.

4. Join DocuSign
You Should have received an “Invite” from Teresa
to join DocuSign.
In the Email is an “Activate” button
Click on that button in from your email

5. You’ll be asked to change this password on the next screen so
don’t make it the one you want to use.

8. Set Signature
2
1
Go To Preferences
Go to:
Manage Identity
Manage Your Signature

10. Formerly known as Cartavi

11. DocuSign Transaction Rooms
Store documents and easily send to buyers, sellers, agents and more.
Each person will have to be added and accept the invitation before they can
sign the document
All that is needed is name and valid email address to send for electronic
signatures
You can send finalized contracts to lenders, staff, co-op agents etc.

12. If your account is not already linked, Teresa will
have to send you the link via your email account.

14. Link your DocuSign account

15. Once DocuSign Transaction Rooms and DocuSign are
linked, you can manage all of your transactions within the
Docusign Transaction Rooms.
- If you were to sign up for these products on your own, the cost is $30/month with limited
free documents & then you pay per document.
- With the company enrollment, you get the first 3 months FREE! After that, if you choose
to continue using DocuSign with Transaction Rooms, the cost to you is $15/month billed to
your office bill.
- The advantage of going with the company enrollment, you can send unlimited documents
for signature which can be a huge cost savings.

16. Set Up Your Tabs

17. If you need help setting up the tabs or any other part of
the set up, watch this instructional video by clicking on the
link or copy and paste link into your browser.
http://www.youtube.com/watch?v=Xg4HnoUFrc#t=30

18. Always go back to the Dashboard

19. How To Obtain Electronic Signatures

20. You can upload a document from
My Documents but easier to start at Transactions

21. Create a Transaction

22. Enter
Information
About The
Transaction

23. Add Documents

24. Add Clients
Click here to add clients
to sign document

27. Click on the person you added

29. Give Client Access
To The Document
Close this window
when done

30. Go to Envelopes Tab
Click Here

31. Create a New Envelope

37. Set the signatures using “Tag Document” Button

39. Drag and Drop

40. Add 2 Clients to 1 Email Address: 4 Easy Steps
Identify by Access Code
1
Click the “To” address bar
3
ORDER
4
ORDER DIAGRAM
2

41. It Will Look Like This

42. Attach Multiple Signatures

43. Notice it grays out the other signature
when changing persons using same email

44. Send!

45. What it looks like to your clients

48. Tips:
1. Make sure to put the full name icon on the last page, for “print name”
you must have this, or they will need to print their name
2. Make sure to add the date
3. When you place a tag on a document for initials, make sure you don’t
set it on any words of the document! It obstructs the words of the
document and the initials cannot be read
4. Preview the document to make sure it’s correct
5. Please send a copy of listings to Terry if east or Debbie Pick west
6. Please send contracts to east Dawn or west Dawn
7. If you use Transaction Coordinator, add Kim and Valerie and send
them a copy

49. Please be sure to download and install Cartavi (DocuSign Transaction Rooms apps
for your mobile devices.
- Apps for iPhone, iPad, Android Tablet and Android Phone.
- Download Apps from your App store
- Please be sure to visit our support site for helpful information on how to use
Cartavi: support.cartavi.com. We also offer periodic free webinars,
cartavi.com/webinars.