ViMO Digital Forms with e-signature capability

Save this PDF as:
Size: px
Start display at page:

Download "ViMO Digital Forms with e-signature capability"

Transcription

1 How To Series: ViMO Digital Forms with e-signature capability Electronic Forms in ViMO are easy to complete, speed up the process and save you time and money. Impress your clients by incorporating this environmentally friendly paperless solution into your workflow. Teranet has a licensing agreement with the Ontario Real Estate Association (OREA) to provide Standard Forms and Clauses through our mobile solution, ViMO. ViMO s Forms section includes forms that may be signed electronically only. The Agreement of Purchase and Sales is not approved for electronic signature and it is not included in the initial forms available. We have initially provided the following popular forms for use in ViMO: Amendment to Buyer Representation Agreement (Form 305) Amendment to Listing Agreement (Form 240) Buyer Customer Service Agreement (Form 310) Buyer Representation Agreement (Form 300) Corporation/Entity Identification Information Record (Form 631) Individual Identification Information Record (Form 630) Listing Agreement (Form 200) Mortgage Verification (Form 261) Receipt of Funds Record (Form 635) Risk Assessment (Form 639) Schedule to Buyer Representation Agreement (Form 303) Schedule to Listing Agreement (Form 203) Seller Customer Service Agreement (Form 201) We will expand the list of forms available through ViMO over time and when regulations allow the Agreement of Purchase and Sale to be signed electronically. pg. 1

2 Table of Contents Section 1: Creating and Filling Forms... 3 Section 2: Sign the Form in Person with your client: Section 3: Instructions on How To Forms: Section 4: How To Tag a Form for Signing: Section 4(a): Client Signing Steps (access from a non-touchscreen device) 35 Section 4(b): Client Signing Steps (access from a touchscreen device) Section 4(c): Real Estate Sales Professionals Signing Steps for ed Forms pg. 2

3 Section 1: Creating and Filling Forms The Forms section is located on the top right of your dashboard. In order to activate available Forms, you must follow these steps: 1. Select an Engagement. Once you have selected an Engagement, by pressing on the Engagement card, you will notice that it appears on the top left corner of your ViMO header. Select Engagement You will notice the X to the right of the active Engagement which allows you to easily deselect it when done. Please note that deselecting an Engagement will reset the Forms screen. 2. Within a few moments, the Forms section will list any active forms available for the given Engagement. Expanding the Forms section will reveal your forms library based on Standard Forms and Clauses provided by OREA. The forms available are for buyer and listing Engagements. pg. 3

4 Forms will appear in alphabetical order within the main list. At the top you will notice a search bar where you can type in a keyword and the Forms list will reveal the available options. Search Bar Engagemen t 3. To search forms, just start typing the name of the form in the Search Bar pg. 4

5 4. Selecting Forms: You can choose one or more forms by selecting the form title (s). As you select you will see the forms appear in the Selected Forms box in the top left. Selected Forms 5. Populating Forms: To open and populate a form, select the blue Populate button located at the bottom of the Selected Forms section. Populate pg. 5

6 The Form wills auto populate with your profile information (taken from the About Me section), property listing s information (taken from the Engagement section) as well as relevant fields from the Electronic Land Registry System. This will allow you to quickly complete the form to share with your clients and brokerage. You can easily switch between your form types by choosing the desired form in Select Forms. To deselect any form choose the X to the right of the form name. 6. To complete the form, simply select the input fields and enter the information. To the right of the input boxes you will find a calendar where a date is required and an i that will open with additional tips on how to complete the field. pg. 6

7 Calendar & I Engagement 7. Once you reach the bottom, you can move on to Next Form or Previous Form or move up to the top tabs and select Preview. pg. 7

8 8. To return to the Forms Library, you can click on the Create New Form button located at the top of the page underneath Selected Forms or select the Form Library link on the left of the Forms header. Forms Library Create New Form 9. The Preview tab will give you a real form view of the content & forms that you have created. Preview From here you can review, edit, save and complete the form as needed. pg. 8

9 10. Saving your forms: There are two options to save your form: Save to Transaction and Save Editable Form. Larger Image Engagement pg. 9 Saving to Transaction saves your form in a completed non-editable version. This is generally used when your form is ready to go. A copy of the PDF is available in the Completed tab from the Forms menu. Save to Editable Form, allows you to save your form as a work in progress to be opened and edited at a future time. The editable form can be accessed from the In Progress tab from the Forms menu. We suggest that you prepare your form before meeting with your client and select to Save to Editable Forms. This way you can easily access the form and edit as needed to sign with your client in person.

10 11. Signing your form: Sign opens up VIMO s access to repree *, an electronic signing system. Here you will see all the necessary options to complete the electronic signing of your form. *Forms created in ViMO are managed by a third party company, repree and the signing portion is powered by DocuSign. Accounts for each provider are automatically created with your ViMO account no further action is required. For more information about repree please visit their website at For more information about DocuSign please visit their website at pg. 10

11 Section 2: Sign the Form in Person with your client: Select the Engagement by pressing on the Engagement card. Notice the prepared forms available for that engagement Expand the Forms section, select the In Progress tab and then Editable Forms In Progress and Editable Forms pg. 11

12 The window will open in the Form view, select Preview followed by Sign Preview Sign The repree electronic signing window will open o Select Add yourself as a signer o Ensure the Routing Order is set to 2 pg. 12

13 o o Select Add your client as a signer Change Signer Type to InPersonSigner for your client Scroll down the window and select the form by placing a check to the left of it and then select the button Tag Document for Signatures located at the bottom of the page in the blue button. Tag Document for Signatures pg. 13

14 The DocuSign forms solution provides the ability to tag the document in advance. For the optimum mobile experience, skip the tagging phase and proceed to signature by selecting Send in the bottom left of the window. Select Send in the bottom left of the window. Send A warning message will appear, select Send Anyways : Send Anyways pg. 14

15 A message Your envelope has been successfully sent will appear. To access the form in ViMO, close this window and return to the dashboard. Expand the Forms module. pg. 15

16 Select Documents for electronic signing from the In Progress tab. A window will appear with instructions on how to sign, select Begin Signing pg. 16

17 A window will appear to ask you to give control to your client, select Continue Ask your client to check the consent box and to select Review Documents. Your client s consent to use electronic forms is stored. pg. 17

18 The form will open and you can review it with your client and explain where to initial and sign. Your client can use their finger or a stylus pen to tap the screen where the initials or signature is required. Tapping on the screen will open a tool bar where you may choose from a number of options: Signature Initial My Name Company Title Date Signed Text Checkbox pg. 18

19 Example when option selected is Initial. A window will open where your client can draw their initials. If your client is not satisfied with his signature, you can select Clear. Once your client is happy with his signature select Adopt & Initial. pg. 19

20 Your client s initials will appear on the form and you can direct them through the form to continue this process. The following example shows a Signature instead of Initials. pg. 20

21 Below is an example of when Date Signed is selected. Below is an example of when Text is selected. You may enter free form text, though we recommend you fill out all fields prior to signature wherever possible. Finish Once your client completes the form select Finish. pg. 21

22 A window will appear to ask your client to enter their address. Your client enters their to validate their identity and ensure they receive a true copy of the document when completed. The below message will appear. To close it select the expand icon and this will refresh the form. pg. 22

23 Once you are back at the dashboard wait a minute to allow the form to refresh and then expand the Forms section. Select Documents for electronic signing from the In Progress tab. Documents for electronic signing pg. 23

24 Select Review Documents The form will open and you can apply your initials, signature, and the date by tapping the screen and choosing from the menu option. pg. 24

25 Notice that after you adopt initials and a signature they will be saved and applied to your forms when you select these options going forward. Select Finish when electronic signing of the form is complete. pg. 25

26 You will be directed to the Current Envelopes window in repree. Close this window to return to the dashboard. A copy of the signed document will be ed to you and your client. It will also be available in the Activities module in ViMO. pg. 26

27 Section 3: Instructions on How To Forms: Completed forms can be ed in ViMO if you decide not to use the electronic signing feature. 1. Select the icon 2. Enter To, place a check beside the PDF of the form and Send . pg. 27

28 Section 4: How To Tag a Form for Signing: This option will allow you to Tag a form with electronic post-it notes to indicate where a signature, initials, dates, etc. are required in the document. Once completed, the form will be ed to your client. The main benefit of this option is that your client does not need to be with you to complete the signing of the form. Please note: The Tagging Feature can be difficult to maneuver in a mobile environment. We will release a mobile-friendly tagging functionality in the near future, but in the interim we recommend you use the in-person signing process described in Section 2 for electronic signatures. 1. Select the Engagement by pressing on the Engagement card. Notice the prepared forms pg. 28

29 2. Expand the Forms section, select the In Progress tab and then Editable Forms In Progress and Editable Forms 3. The repree electronic signing window will open. o Select Add yourself as a signer o Select Add your client as a signer pg. 29

30 To add another signer, select Add another signer link to the bottom right of the existing signees, to locate or fill out the appropriate details. Scroll down the window to the envelope section where you can enter a subject and message for the to request electronic signing of the form. Place a check to the left of the Form and then select the button Tag Document for Signatures. Tag Document for Signatures pg. 30

31 4. The screen will open to a window where you can tag the document for signatures. Document Tagging Menu Enlargement Page selection Enlargement Under Tag For select the first person you would like to electronically initial and sign on the form. You will repeat this step for all parties who need to sign. pg. 31

32 Tag For: Select the person here To add a tag, select the option from the tag menu by touching it with your finger or stylus pen and drag it to the location on the form. Tag Menu Note: The Tag Menu is not easily adjusted. If you enlarge it you may have difficulty moving through the form. pg. 32

33 Continue moving down the form and place a tag in all areas that require an initial, signature, text and a date for the person selected. 5. Once done, move back up to the 1 st page and select the next person to sign from the Tag For drop down. Tag For: Select the next person here pg. 33

34 Drag a tag in all areas that require an initial, signature, text and a date for the person selected. Send Enlargement of options available at the bottom of the window: Go Back - will bring you to your signee options Save Draft - will save your document in sign mode to your in progress tab in Form Library, and exit you from signing mode Discard Changes - will revert to previous save and exit you from signing mode. Send - will your pdf Forms to your designated signees and allow you to preview your document before sending. 6. Once you have sent the form it will be ed to all parties from repree. 7. Your client can access the form through the to review and sign as requested. They will be able to sign with any device (computer, mobile, ipad) that has access to their and the internet however the steps vary if they are using a device that does not have touch abilities. Both examples will be show below. pg. 34

35 Section 4(a): Client Signing Steps (access from a non-touchscreen device) 1. Open the and select View Documents 2. The form will open in repree with a dialog box on top to confirm how you would like to proceed. The options are to Review Documents, Decline, Finish Later, Sign on Paper and/or Change Signer. Select Review Documents pg. 35

36 3. Select Next to move through the tags. Review Documents Next pg. 36

37 4. If you do not have touch capabilities a window will open where you can choose or draw your initials and a signature. The options available are to Select Style or Draw Select Style Draw Change Style Adopt and Initial Select Style will allow you to choose an auto suggested signature. The Adopt Your Signature window will default to a suggested signature and you can select Change Style to review all available options. Scroll through the list, click on your selection, and select Adopt and Initial. pg. 37

38 With the Draw option you can use your mouse to create your initials and signature. A window will open, draw your initials or signature and select to Adopt and Sign or Adopt and Initial. Adopt and Sign Adopt and Initial Your adopted initials and/or signature will be placed in the document in place of the tag. pg. 38

39 5. A message All required fields complete will be presented when you have completed the review of the form. Select Confirm Signing Confirm Signing 6. Once done, you will get a You have completed your documents message (shown below). A copy of the completed document will be sent to your client s and they will not be able to login to DocuSign to obtain a copy as the account is tied to your ViMO account. If your client does not receive a copy of the document, please use the steps outlined in Instructions on How To Forms on page 27 of this guide to send them a copy. Once the document is signed by all parties it can be accessed through the Activities module in your ViMO dashboard. pg. 39

40 7. Below is an example of the sent with the completed document. pg. 40

41 Section 4(b) Client Signing Steps (on a touchscreen device) 1. Your client will receive an . They can open the and select View Documents View Documents 2. They will need to check the consent statement and then Review Document Check Consent Review Document pg. 41

42 3. A message will be presented from DocuSign to use your current location. This information is captured as part of the signing process. 4. The form will open in repree to review. Touch the first tag. Tags pg. 42

43 5. Draw your initials as prompted and select Adopt & Initial. The initials will replace the tag and you can move to the next one. Adopt & Initial 6. Draw your signature as prompted and select Adopt & Sign. The initials will replace the tag in the form. Adopt & Sign pg. 43

44 7. Once the form is completed, select Finish Finish 8. You will get the following message and you can close out as a copy of the form will be sent to your client s . pg. 44

45 9. If you select to cancel above the below message is presented regarding DocuSign. Close out of the website. pg. 45

46 Section 4(c): Real Estate Sales Professional Signing Steps for ed Forms. You will receive an notification once your client has signed. You can access it to sign via your or in ViMO. We recommend signing within ViMO. 1. From the dashboard, select the Engagement card and then expand the Forms section. 2. Select Documents for electronic signing from the In Progress tab. pg. 46

47 Documents for electronic signing 3. Select Review Documents Review Documents pg. 47

48 4. You will get the following message from DocuSign to use your current location. This information is captured as part of the signing process. 5. Apply your initials and signature and select Finish when done. Finish pg. 48

49 6. You will get the You have completed viewing your envelope message (shown below). To close it select the expand icon and this will refresh the form. 7. The completed form is available in the Activities module. Signed Form is available here Note - A copy will also be sent to your client and you via . pg. 49

Guided Signing for a Lead-Based Paint Disclosure Form

Guided Signing for a Lead-Based Paint Disclosure Form DocuSign Quick Start Signer Guide Guided Signing for a Lead-Based Paint Disclosure Form This guide provides information about how to electronically sign a Lead-Based Paint Disclosure Form using the DocuSign

More information

2. Signer Authentication

2. Signer Authentication DocuSign Quick Start Signer Guide Receiving a Document for Guided Signing This guide provides information about how to electronically sign a document using the DocuSign Service. Electronic signing provides

More information

Signing Documents with Requests for Attachments

Signing Documents with Requests for Attachments DocuSign Quick Start Signer Guide Signing Documents with Requests for Attachments There may be times when you need to provide supporting documentation to the sender. This guide provides information about

More information

Howard University. DocuSign User Guide. Signing Documents Electronically. R e s e a r c h A d m i n i s t r a t i v e S e r v i c e s

Howard University. DocuSign User Guide. Signing Documents Electronically. R e s e a r c h A d m i n i s t r a t i v e S e r v i c e s Howard University DocuSign User Guide Signing Documents Electronically 2012 R e s e a r c h A d m i n i s t r a t i v e S e r v i c e s CONTENTS Signing basics... 2 Account Setup... 2 Getting Started...

More information

and forms from multiple folders simultaneously to send out for e signing as the system will automatically create a Queue as you select documents.

and forms from multiple folders simultaneously to send out for e signing as the system will automatically create a Queue as you select documents. This guide was prepared to show our members how to submit saved forms (and/or uploaded documents) out for e signature using our built in integration with Settleware s secure e signing services. Once you

More information

DocuSign for SharePoint 2010 1.5.1

DocuSign for SharePoint 2010 1.5.1 Quick Start Guide DocuSign for SharePoint 2010 1.5.1 Published December 22, 2014 Overview DocuSign for SharePoint 2010 allows users to sign or send documents out for signature from a SharePoint library.

More information

Receiving a Document for Free-Form Signing

Receiving a Document for Free-Form Signing Receiving a Document for Free-Form Signing This guide provides information about how to electronically sign a document using the DocuSign Service with Free-Form signing. Electronic signing provides a quick,

More information

DocuSign Quick Start Guide. Using Templates. Overview. Table of Contents

DocuSign Quick Start Guide. Using Templates. Overview. Table of Contents DocuSign Quick Start Guide Using Templates Overview This guide provides an overview of how to use a template when creating and sending an envelope. Templates help streamline the sending process when you

More information

ziplogix Digital Ink

ziplogix Digital Ink Real Estate Business Services, Inc. A subsidiary of the CALIFORNIA ASSOCIATION OF REALTORS official training guide ziplogix Digital Ink e-sign Workshop 2015 Seamless integration with document storage and

More information

DocuSign Signing Resource File Information

DocuSign Signing Resource File Information DocuSign Information Guide DocuSign Signing Resource File Information Overview This guide provides information about the settings, text of messages, dialog boxes and error messages contained in the Account

More information

e-builder Online User Assistance esignature Setup Guide

e-builder Online User Assistance esignature Setup Guide esignature Setup Guide 2013 e-builder, Inc. e-builder 8.3 Help by e-builder, Inc. 2013 e-builder, Inc. All rights reserved. No parts of this work may be reproduced in any form or by any means - graphic,

More information

DocuSign for Salesforce User Guide v6.2 Published: November 16, 2015

DocuSign for Salesforce User Guide v6.2 Published: November 16, 2015 DocuSign for Salesforce User Guide v6.2 Published: November 16, 2015 Copyright Copyright 2003-2015 DocuSign, Inc. All rights reserved. For information about DocuSign trademarks, copyrights and patents

More information

Installing and Sending with DocuSign for NetSuite v2.2

Installing and Sending with DocuSign for NetSuite v2.2 DocuSign Quick Start Guide Installing and Sending with DocuSign for NetSuite v2.2 This guide provides information on installing and sending documents for signature with DocuSign for NetSuite. It also includes

More information

DocuSign for SharePoint Online v2.4

DocuSign for SharePoint Online v2.4 Quick Start Guide DocuSign for SharePoint Online v2.4 Published October 12, 2015 Overview DocuSign for SharePoint Online allows users to sign or send documents out for signature from a SharePoint Online

More information

DocuSign Quick Start Guide. In Person Signing. Overview. Table of Contents

DocuSign Quick Start Guide. In Person Signing. Overview. Table of Contents DocuSign Quick Start Guide In Person Signing Overview The In Person Signing feature lets you use the DocuSign Service for electronic signatures even if the signer does not have access to email or a computer.

More information

Quick Start User Guide

Quick Start User Guide The global standard for esignature Quick Start User Guide Using Templates Overview This guide provides an overview of how to use a template when creating and sending an envelope. Templates help streamline

More information

New and Improved DocuSign Signing Experience Information Guide

New and Improved DocuSign Signing Experience Information Guide New and Improved DocuSign Signing Experience Information Guide On December 5th, as part of the DocuSign Winter 15 Release, DocuSign will launch a new and improved version of the signing experience. The

More information

FORM SIMPLICITY QUICK REFERENCE GUIDE PROFESSIONAL/ULTIMATE EDITION

FORM SIMPLICITY QUICK REFERENCE GUIDE PROFESSIONAL/ULTIMATE EDITION FORM SIMPLICITY QUICK REFERENCE GUIDE PROFESSIONAL/ULTIMATE EDITION Library Getting a Form 1. Click on Start a Form. (Alternatively, you can click on Library in the menu bar at the top) 2. This will open

More information

DocuSign for Microsoft Dynamics CRM 2013 1.0.3

DocuSign for Microsoft Dynamics CRM 2013 1.0.3 Quick Start Guide DocuSign for Microsoft Dynamics CRM 2013 1.0.3 Published August 2014 Overview This guide provides information on installing and sending documents for signature with DocuSign for Microsoft

More information

Baylor Secure Messaging. For Non-Baylor Users

Baylor Secure Messaging. For Non-Baylor Users Baylor Secure Messaging For Non-Baylor Users TABLE OF CONTENTS SECTION ONE: GETTING STARTED...4 Receiving a Secure Message for the First Time...4 Password Configuration...5 Logging into Baylor Secure Messaging...7

More information

Frog VLE Update. Latest Features and Enhancements. September 2014

Frog VLE Update. Latest Features and Enhancements. September 2014 1 Frog VLE Update Latest Features and Enhancements September 2014 2 Frog VLE Update: September 2014 Contents New Features Overview... 1 Enhancements Overview... 2 New Features... 3 Site Backgrounds...

More information

ClickView app for iphone and ipad User manual for admins/teachers

ClickView app for iphone and ipad User manual for admins/teachers ClickView app for iphone and ipad User manual for admins/teachers Table of Contents How to download and install the ClickView app... 3 How to configure Single Sign-On (SSO) on the ClickView app... 5 How

More information

ziplogix Digital Ink Training

ziplogix Digital Ink Training Welcome to training for ziplogix Digital Ink. The ziplogix Digital Ink option can be used from inside of zipform Plus, and offers agents the ability to safely and securely offer click-to-sign electronic

More information

Recruiter s Resource Guide

Recruiter s Resource Guide Recruiter s Resource Guide First Edition 1.29.2015 Contents Section One Recruiting... 3 Accessing Team Georgia Careers... 4 My Setup Preferences... 5 Creating a Requisition... 6 Approving a Requisition...

More information

1 CoverMyMeds User s Guide User s Guide

1 CoverMyMeds User s Guide User s Guide 1 CoverMyMeds User s Guide User s Guide 2 CoverMyMeds User s Guide TABLE OF CONTENTS Overview 3 Starting a Request 3 Using a Key 4 Completing the Request 5 Address Books 5 Required and Important Tags 5

More information

Senior Systems Cloud Services

Senior Systems Cloud Services Senior Systems Cloud Services In this guide... Senior Systems Cloud Services 1 Cloud Services User Guide 2 Working In Your Cloud Environment 3 Cloud Profile Management Tool 6 How To Save Files 8 How To

More information

Applicant Tracking System Job Aids. Prepared by:

Applicant Tracking System Job Aids. Prepared by: Applicant Tracking System Job Aids Prepared by: Contents System Navigation and My Setup Information for Users... 1 Creating Requisitions... 4 Duplicating Requisitions... 6 Requesting an Approval... 7 Viewing

More information

Microsoft Outlook 2013 Part 1: Introduction to Outlook

Microsoft Outlook 2013 Part 1: Introduction to Outlook CALIFORNIA STATE UNIVERSITY, LOS ANGELES INFORMATION TECHNOLOGY SERVICES Microsoft Outlook 2013 Part 1: Introduction to Outlook Fall 2014, Version 1.0 Table of Contents Introduction...3 Starting Outlook...3

More information

Wentworth Institute of Technology Performance Management Employee s Guide

Wentworth Institute of Technology Performance Management Employee s Guide Wentworth Institute of Technology Performance Management Employee s Guide A Step-By-Step Employee Guide for completing performance evaluations in the PeopleAdmin Performance Management Suite PeopleAdmin

More information

CCH esign. Quick Start Guide

CCH esign. Quick Start Guide CCH esign Quick Start Guide December 2015 2015 CCH Incorporated and its affiliates and licensors. All rights reserved. Material in this publication may not be reproduced or transmitted, in any form or

More information

Cascade Server CMS Quick Start Guide

Cascade Server CMS Quick Start Guide Cascade Server CMS Quick Start Guide 1. How to log in 2. How to open page 3. How to edit a page 4. How to create a new page 5. How to publish a page 6. How to change settings to view publish status page

More information

Adobe CQ5 Authoring Basics Print Manual

Adobe CQ5 Authoring Basics Print Manual Adobe CQ5 Authoring Basics Print Manual SFU s Content Management System SFU IT Services CMS Team ABSTRACT A summary of CQ5 Authoring Basics including: Setup and Login, CQ Interface Tour, Versioning, Uploading

More information

Authentisign. Create an Electronic Signing. Access Authentisign. Step 1: Edit Setup. Electronic Signature Service

Authentisign. Create an Electronic Signing. Access Authentisign. Step 1: Edit Setup. Electronic Signature Service Authentisign provides a -step "Wizard" to guide you through each step of creating an electronic signing. The "Wizard" will assist you in naming your signing, adding participants, uploading forms and transaction

More information

Streamline Paperwork with e-signatures

Streamline Paperwork with e-signatures presented by a la mode Course Highlights Create an electronic document using SureDocs Lite Upload existing documents to your XSite Prepare a PDF document for e-signature E-sign a document on your XSite

More information

Outlook Email. User Guide IS TRAINING CENTER. 833 Chestnut St, Suite 600. Philadelphia, PA 19107 215-503-7500

Outlook Email. User Guide IS TRAINING CENTER. 833 Chestnut St, Suite 600. Philadelphia, PA 19107 215-503-7500 Outlook Email User Guide IS TRAINING CENTER 833 Chestnut St, Suite 600 Philadelphia, PA 19107 215-503-7500 This page intentionally left blank. TABLE OF CONTENTS Getting Started... 3 Opening Outlook...

More information

DocuSign for Microsoft Dynamics CRM 2011 2.0.2

DocuSign for Microsoft Dynamics CRM 2011 2.0.2 Quick Start Guide DocuSign for Microsoft Dynamics CRM 2011 2.0.2 Published April 2014 Overview This guide provides information on installing and sending documents for signature with DocuSign for Microsoft

More information

Online Certification. User guide. Works on all platforms including: PC Tablet Smartphone

Online Certification. User guide. Works on all platforms including: PC Tablet Smartphone Online Certification User guide Completing certificates and forms is now even easier with NICEIC s new Online Certification System. Free for all NICEIC Contractors no software, licence or support costs

More information

Electronic Signature and Routing Process

Electronic Signature and Routing Process Howard University Electronic Signature and Routing Process Submitting a Proposal Package Electronically 2012 R e s e a r c h A d m i n i s t r a t i v e S e r v i c e s CONTENTS DocuSign Overview... 2

More information

Creating Forms With Adobe LiveCycle Designer 8.2

Creating Forms With Adobe LiveCycle Designer 8.2 Creating Forms With Adobe LiveCycle Designer 8.2 Instructional Media Center HCC Version 2 Modified Date 1/20/10 Learning Objectives: At the end of this training session the student will be able to use

More information

Table of Contents. zipform 6 User Guide

Table of Contents. zipform 6 User Guide Table of Contents Welcome 4 Creating and Using Transactions.. 4 How to Create a Transaction...... 4 Creating a Transaction Using a Template....... 5 Adding and Removing Forms from a Transaction.......

More information

MiVoice Integration for Salesforce

MiVoice Integration for Salesforce MiVoice Integration for Salesforce USER GUIDE MiVoice Integration for Salesforce User Guide, Version 1, April 2014. Part number 58014124 Mitel is a registered trademark of Mitel Networks Corporation. Salesforce

More information

Using Microsoft Office 2013: Outlook. Gerry Kruyer

Using Microsoft Office 2013: Outlook. Gerry Kruyer Using Microsoft Office 2013: Outlook Table of Contents Outlook 2013 Ribbon... 4 Viewing Inbox... 4 Folders... 4 Home Tab... 5 Background Colour and Themes... 5 Inbox... 6 Reading Pane... 6 Turn off/on

More information

Next Generation Dashboard Guide

Next Generation Dashboard Guide Next Generation Dashboard Guide For use with READ 180 Next Generation, System 44 Next Generation, FASTT Math Next Generation, iread, MATH 180, and Scholastic Achievement Manager (SAM) version 2.0.2 or

More information

E-Consent and E-Disclosure Process

E-Consent and E-Disclosure Process You will receive mortgage disclosure documents at various points during both the mortgage loan application and funding process, providing you with key details of your mortgage loan. To assist you in making

More information

Outlook Web App OWA Quick Guide. Getting you up to speed quickly.

Outlook Web App OWA Quick Guide. Getting you up to speed quickly. Outlook Web App OWA Quick Guide Getting you up to speed quickly. Information Services 8-1-2014 Contents Exploring the OWA (Outlook Web App) User Interface... 2 Getting Started... 2 Mail... 6 Creating and

More information

Using Check Boxes and Radio Buttons

Using Check Boxes and Radio Buttons DocuSign Quick Start Guide Using Check Boxes and Radio Buttons Overview When adding fields to a document, there might be times when you want to let your recipient select options on the document and you

More information

Rochester Institute of Technology. Finance and Administration. Drupal 7 Training Documentation

Rochester Institute of Technology. Finance and Administration. Drupal 7 Training Documentation Rochester Institute of Technology Finance and Administration Drupal 7 Training Documentation Written by: Enterprise Web Applications Team CONTENTS Workflow... 4 Example of how the workflow works... 4 Login

More information

Microsoft Outlook 2010 Part 1: Introduction to Outlook

Microsoft Outlook 2010 Part 1: Introduction to Outlook CALIFORNIA STATE UNIVERSITY, LOS ANGELES INFORMATION TECHNOLOGY SERVICES Microsoft Outlook 2010 Part 1: Introduction to Outlook Spring 2015, Version 1.4 Table of Contents Introduction...3 Starting Outlook...3

More information

Scanning Documents into OneSite The Preiss Company

Scanning Documents into OneSite The Preiss Company Scanning Documents into OneSite The Preiss Company Scanning Single Documents (i.e. lease only) For a tutorial on scanning multiple documents at once (i.e. lease & application) skip to the section titled

More information

External Account Creation and Upload Instructions for the Local Government (LG) Audit Report Collection System

External Account Creation and Upload Instructions for the Local Government (LG) Audit Report Collection System External Account Creation and Upload Instructions for the Local Government (LG) Audit Report Collection System In order to submit data for any Department of Audits and Accounts (DOAA) web application,

More information

How to Register and Pay for BEST Center Classes Online

How to Register and Pay for BEST Center Classes Online How to Register and Pay for BEST Center Classes Online Welcome to our new online registration system for The BEST Center at Genesee Community College! All of our scheduled noncredit classes are listed

More information

1) Login to Vula at http://vula.uct.ac.za 2) Click on the tab for the site in which you want to run an evaluation

1) Login to Vula at http://vula.uct.ac.za 2) Click on the tab for the site in which you want to run an evaluation How to: Create evaluations Vula 10.x (Last updated: May 2015) Centre for Innovation in Learning and Teaching, UCT For more info see www.cilt.uct.ac.za/cilt/vula Introduction The Course Evaluation tool

More information

Send a document for electronic signature

Send a document for electronic signature Step-by-Step Guide Send a document for electronic signature Signing documents via email used to entail sending, printing, signing, scanning, and resending files - sometimes more than once. Multiple signatures

More information

Posting Job Orders. mindscope Staffing and Recruiting Software www.mindscope.com

Posting Job Orders. mindscope Staffing and Recruiting Software www.mindscope.com Posting Job Orders CURA Technical Support Email: cura_support@mindscope.com Phone: 1.888.322.2362 x 555 Posting Job Orders Page 1 Table of Contents Posting Jobs Orders... 2 Posting Jobs on Your Website...

More information

Managing your Joomla! 3 Content Management System (CMS) Website Websites For Small Business

Managing your Joomla! 3 Content Management System (CMS) Website Websites For Small Business 2015 Managing your Joomla! 3 Content Management System (CMS) Website Websites For Small Business This manual will take you through all the areas that you are likely to use in order to maintain, update

More information

1 Installation. Note: In Windows operating systems, you must be logged in with administrator rights to install the printer driver.

1 Installation. Note: In Windows operating systems, you must be logged in with administrator rights to install the printer driver. Installation A printer driver is an application that manages communication between a printer and your computer. Once installed, the printer driver settings must be configured in the printer Properties

More information

Affiliated Provider Billing/Coding

Affiliated Provider Billing/Coding Affiliated Provider Billing/Coding ED BILLING USING FIRSTNET Table of Contents Affiliated Provider ED Billing...2 icentra FirstNet...2 Accessing FirstNet...2 To access FirstNet:...2 Checking In as a Provider...2

More information

Microsoft Outlook 2010 Part 1: Introduction to Outlook

Microsoft Outlook 2010 Part 1: Introduction to Outlook CALIFORNIA STATE UNIVERSITY, LOS ANGELES INFORMATION TECHNOLOGY SERVICES Microsoft Outlook 2010 Part 1: Introduction to Outlook Spring 2012, Version 1.0 Table of Contents Introduction...3 Starting the

More information

Inking in MS Office 2013

Inking in MS Office 2013 VIRGINIA TECH Inking in MS Office 2013 Getting Started Guide Instructional Technology Team, College of Engineering Last Updated: Fall 2013 Email tabletteam@vt.edu if you need additional assistance after

More information

Student Office 365 Outlook Web App OWA Quick Guide. Getting you up to speed quickly.

Student Office 365 Outlook Web App OWA Quick Guide. Getting you up to speed quickly. Student Office 365 Outlook Web App OWA Quick Guide Getting you up to speed quickly. Information Services 9-5-2014 Contents Logging into the CWU Student Outlook Web App... 3 Getting Started with Office

More information

Lotus Notes Client Version 8.5 Reference Guide

Lotus Notes Client Version 8.5 Reference Guide Lotus Notes Client Version 8.5 Reference Guide rev. 11/19/2009 1 Lotus Notes Client Version 8.5 Reference Guide Accessing the Lotus Notes Client From your desktop, double click the Lotus Notes icon. Logging

More information

emarketing Manual- Creating a New Email

emarketing Manual- Creating a New Email emarketing Manual- Creating a New Email Create a new email: You can create a new email by clicking the button labeled Create New Email located at the top of the main page. Once you click this button, a

More information

Creating Digital Signatures

Creating Digital Signatures About Security You can secure a PDF using any of the following security methods: Add passwords and set security options to restrict opening, editing, and printing PDFs. Encrypt a document so that only

More information

MS Word 2007. Microsoft Outlook 2010 Mailbox Maintenance

MS Word 2007. Microsoft Outlook 2010 Mailbox Maintenance MS Word 2007 Microsoft Outlook 2010 Mailbox Maintenance INTRODUCTION... 1 Understanding the MS Outlook Mailbox... 1 BASIC MAILBOX MAINTENANCE... 1 Mailbox Cleanup... 1 Check Your Mailbox Size... 1 AutoDelete

More information

1) Important browser information New 2) Why is my browser so slow? 3) How can I view more than one screen without the other disappearing?

1) Important browser information New 2) Why is my browser so slow? 3) How can I view more than one screen without the other disappearing? Known/Unresolved issues: Browser Scan to e-mail Creating Help Desk tickets for the scan-to-email issue is no longer necessary. A member of MIS will follow up with each office to determine scan-to-email

More information

At the top of the page there are links and sub-links which allow you to perform tasks or view information in different display options.

At the top of the page there are links and sub-links which allow you to perform tasks or view information in different display options. APPOINTMENTS TAB P r a c t i c e M a t e M a n u a l 38 OVERVIEW The Appointments Tab is used to set up appointments, reschedule or edit existing appointment information, check patients in and out, and

More information

E-Signature Tutorial. www.docverify.com

E-Signature Tutorial. www.docverify.com E-Signature Tutorial www.docverify.com Table of Contents Step 1 Go to Add New Page:... 4 Step 2 Select E-Signature Documents:... 5 Step 3 Select or Add Recipients:... 6 Step 4 Change Signer Order or Remove

More information

Chase Mobile Checkout Canada User Guide

Chase Mobile Checkout Canada User Guide Chase Mobile Checkout Canada User Guide TM Trademark of Chase Paymentech, LLC, Chase Paymentech Solutions authorized user. Contents 1. INTRODUCTION... 3 1.1. OVERVIEW... 3 1.2. GET ADDITIONAL ASSISTANCE...

More information

USING MICROSOFT OUTLOOK 2013

USING MICROSOFT OUTLOOK 2013 USING MICROSOFT OUTLOOK 2013 Staff Development Technology 0 P a g e TABLE OF CONTENTS Outlook 2013 Ribbon... 1 Viewing Inbox... 1 Background Color and Themes... 2 INBOX... 3 Reading Pane... 3 Turn off/on

More information

Professional Fire Software Control Center. Fire Training Module Training Manual

Professional Fire Software Control Center. Fire Training Module Training Manual Professional Fire Software Control Center Fire Training Module Training Manual Table of Contents PAGE(S) DESCRIPTION 2 Table of Contents 3 Getting Started / How do I Receive Help? 4 Different Parts of

More information

Content Management System (CMS) Training Document for LexisNexis Web Visibility Websites. October 6, 2013

Content Management System (CMS) Training Document for LexisNexis Web Visibility Websites. October 6, 2013 Content Management System (CMS) Training Document for LexisNexis Web Visibility Websites October 6, 2013 1 Overview This document provides an overview of the process for editing your website and managing

More information

Learning Management System (LMS) User Guide. 4 March 2015

Learning Management System (LMS) User Guide. 4 March 2015 Learning Management System (LMS) User Guide 4 March 2015 Contents Accessing ATPCO s Learning Management System (LMS)... 3 Overview of ATPCO s LMS... 5 Accessing Training Course Schedules... 7 Quick Search

More information

ARIBA Contract Management System. User Guide to Accompany Training

ARIBA Contract Management System. User Guide to Accompany Training ARIBA Contract Management System User Guide to Accompany Training Technical Training Team 6/29/2010 Table of Contents How to use this Guide... 4 Contract Management Process... 5 ARIBA- Getting Started...

More information

ONBASE OUTLOOK CLIENT GUIDE for 2010 and 2013

ONBASE OUTLOOK CLIENT GUIDE for 2010 and 2013 To install Outlook 2010/2013 client Note: NOT currently compatible with Windows 10. Make sure your version of outlook is 32bit if not reinstall your version of Microsoft Office to the 32bit version. Must

More information

Page Numbering for a Thesis or Dissertation

Page Numbering for a Thesis or Dissertation Page Numbering for a Thesis or Dissertation Tip: Add Page Numbering to your document after you are finished making all edits. After the page numbering has been added, then add the Table of Contents and/or

More information

Once logged into ReviewSnap you will be on the landing page. Notice the Logout found on top right corner, below your name.

Once logged into ReviewSnap you will be on the landing page. Notice the Logout found on top right corner, below your name. ReviewSnap Procedures for Managers at Dickinson College Six Month Review for an Administrative Exempt Employee ReviewSnap is a web based performance management system program found in the Gateway. Look

More information

Top Producer 8i Training Manual

Top Producer 8i Training Manual Top Producer 8i Training Manual Information in this document is subject to change without notice. Companies, names and data used in examples herein are fictitious unless otherwise noted, and are used for

More information

The easy way to accept EFTPOS, Visa and MasterCard payments on the spot. Mobile Users... 2. Charging your PayClip. 2. Downloading the PayClip app.

The easy way to accept EFTPOS, Visa and MasterCard payments on the spot. Mobile Users... 2. Charging your PayClip. 2. Downloading the PayClip app. PayClip User Guide The easy way to accept EFTPOS, Visa and MasterCard payments on the spot. Contents Getting started made easy 2 Information for Merchants....................................................2

More information

How to Edit an Email. Here are some of the things you can do to customize your email:

How to Edit an Email. Here are some of the things you can do to customize your email: How to Edit an Email Editing a new email created during the Create an Email wizard or editing an existing email in the Edit Email section of the Manage Emails tab is easy, using editing tools you re probably

More information

Getting Started. Getting Started with Time Warner Cable Business Class. Voice Manager. A Guide for Administrators and Users

Getting Started. Getting Started with Time Warner Cable Business Class. Voice Manager. A Guide for Administrators and Users Getting Started Getting Started with Time Warner Cable Business Class Voice Manager A Guide for Administrators and Users Table of Contents Table of Contents... 2 How to Use This Guide... 3 Administrators...

More information

Module One: Getting Started... 6. Opening Outlook... 6. Setting Up Outlook for the First Time... 7. Understanding the Interface...

Module One: Getting Started... 6. Opening Outlook... 6. Setting Up Outlook for the First Time... 7. Understanding the Interface... 2 CONTENTS Module One: Getting Started... 6 Opening Outlook... 6 Setting Up Outlook for the First Time... 7 Understanding the Interface...12 Using Backstage View...14 Viewing Your Inbox...15 Closing Outlook...17

More information

1. Online help for WorkZone Client 2016 4. 2. What's new 5. 3. Getting started with WorkZone Client 13. 4. Working with the user interface 15

1. Online help for WorkZone Client 2016 4. 2. What's new 5. 3. Getting started with WorkZone Client 13. 4. Working with the user interface 15 2016 Online help WorkZone Client 2016 Contents 1. Online help for WorkZone Client 2016 4 2. What's new 5 3. Getting started with WorkZone Client 13 4. Working with the user interface 15 4.1 Navigate the

More information

FirstClass for Mobile - Email

FirstClass for Mobile - Email FirstClass for Mobile - Email There is a FirstClass app that is available for iphone, ipad, and ipod Touch. WiFi or 3G connectivity is required to use the FirstClass app. NOTE: FirstClass email is not

More information

Setting up RDP on your ipad

Setting up RDP on your ipad This document will show you how to set up RDP (Remote Desktop Protocol) on your ipad. It will cover the following: Step 1: Creating an itunes account (if necessary) Step 2: Using the App Store Step 3:

More information

EMAIL CAMPAIGNS...5 LIST BUILDER FORMS...

EMAIL CAMPAIGNS...5 LIST BUILDER FORMS... Basic User Guide Table of Contents INTRODUCTION...1 CAMPAIGNER FEATURES...1 WHO SHOULD READ THIS GUIDE?...1 GETTING STARTED...2 LOGGING IN TO CAMPAIGNER...2 DASHBOARD...3 Modify Your Dashboard...4 EMAIL

More information

REGISTER OF COMPANIES, ENTERPRISES AND BUSINESS

REGISTER OF COMPANIES, ENTERPRISES AND BUSINESS RWANDA BUSINESS REGISTRY PROJECT REGISTER OF COMPANIES, ENTERPRISES AND BUSINESS NAMES USER MANUAL Online user Version: 1.0 March 9 th 2010 NORWAY REGISTERS DEVELOPMENT AS TABLE OF CONTENTS 1 INTRODUCTION...

More information

Chapter 15: Forms. User Guide. 1 P a g e

Chapter 15: Forms. User Guide. 1 P a g e User Guide Chapter 15 Forms Engine 1 P a g e Table of Contents Introduction... 3 Form Building Basics... 4 1) About Form Templates... 4 2) About Form Instances... 4 Key Information... 4 Accessing the Form

More information

Document Services Online Customer Guide

Document Services Online Customer Guide Document Services Online Customer Guide Logging in... 3 Registering an Account... 3 Navigating DSO... 4 Basic Orders... 5 Getting Started... 5 Attaching Files & Print Options... 7 Advanced Print Options

More information

ReviewSnap Quick Training Reference Creating a Self-Review

ReviewSnap Quick Training Reference Creating a Self-Review ReviewSnap Quick Training Reference Creating a Self-Review The ReviewSnap system features a simple self-review form that is integrated with the employee s goal set and year-end performance review. The

More information

An Introduction to K12 s Online School (OLS)

An Introduction to K12 s Online School (OLS) An Introduction to K12 s Online School (OLS) 1 Introducing the Online School (OLS)... 6 Logging In... 6 OLS Home page... 8 My Account Menu... 9 To Edit Basic Account Information for Yourself... 9 Tip:

More information

Resource database input tool: Create new resource or a new event process

Resource database input tool: Create new resource or a new event process Financial Consumer Agency of Canada Agence de la consommation en matière financière du Canada Resource database input tool: Create new resource or a new event process The Financial Consumer Agency of Canada

More information

Senior Systems Cloud Services

Senior Systems Cloud Services Senior Systems Cloud Services In this guide... Senior Systems Cloud Services 1 Cloud Services User Guide 2 Working In Your Cloud Environment 3 Cloud Profile Management Tool 6 How To Save Files 8 How To

More information

Project Management WalkThrough

Project Management WalkThrough PRACTICE CS Project Management WalkThrough version 2014.x.x TL 27715a (1/16/15) Copyright Information Text copyright 2004 2015 by Thomson Reuters. All rights reserved. Video display images copyright 2004

More information

PDF Bookmarks Help Page: When clicking on a Bookmark and Nothing Happens (or sometimes 'File Not Found' Error)

PDF Bookmarks Help Page: When clicking on a Bookmark and Nothing Happens (or sometimes 'File Not Found' Error) PDF Bookmarks Help Page: When clicking on a Bookmark and Nothing Happens (or sometimes 'File Not Found' Error) Causes: Part 1: Acrobat or Adobe Reader has not been enabled to display PDFs in your Browser.

More information

Event Log. Chapter 7 Event Log... 2 7.1 Event Log Management... 3 7.1.1 Excel Editing... 5 7.2 Create a New Event Log... 9

Event Log. Chapter 7 Event Log... 2 7.1 Event Log Management... 3 7.1.1 Excel Editing... 5 7.2 Create a New Event Log... 9 Chapter 7 Event Log... 2 7.1 Event Log Management... 3 7.1.1 Excel Editing... 5 7.2 Create a New Event Log... 9 1 Chapter 7 Event Log Event log is used to define the content of an event and the conditions

More information

Tully-Wihr Online User Guide

Tully-Wihr Online User Guide Tully-Wihr Online User Guide Version 2.1 Revised 7/06/2011 Questions: help@tullywihr.com Contents Tully-Wihr s Web Page / Login...3 New User Registration...4 Shipping Specifications...5 Search Features...6-7

More information

Project Management WalkThrough

Project Management WalkThrough PRACTICE CS Project Management WalkThrough version 2009.x.x TL 21455 10/25/09 Copyright Information Text copyright 2004-2009 by Thomson Reuters/Tax & Accounting. All rights reserved. Video display images

More information

DIRECT MESSAGING END USER GUIDE ALABAMA ONE HEALTH RECORD. Unify Data Management Platform 2012/2013 Software Build 5.15

DIRECT MESSAGING END USER GUIDE ALABAMA ONE HEALTH RECORD. Unify Data Management Platform 2012/2013 Software Build 5.15 DIRECT MESSAGING END USER GUIDE ALABAMA ONE HEALTH RECORD Unify Data Management Platform 2012/2013 Software Build 5.15 April 2015 Proprietary and Confidential Property of Truven Health Analytics Inc.

More information

Creating and Using Links and Bookmarks in PDF Documents

Creating and Using Links and Bookmarks in PDF Documents Creating and Using Links and Bookmarks in PDF Documents After making a document into a PDF, there may be times when you will need to make links or bookmarks within that PDF to aid navigation through the

More information