Authentisign. Create a Signing Transaction. Step 1: Signing Setup. Electronic Signature Service

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1 Authentisign provides a 5-step "Wizard" to guide you through each step of creating a signing transaction. The "Wizard" will assist you in naming your signing transaction, adding participants, uploading the documents of your transaction, adding or confirming the placement of signature/initial blocks, and sending the documents to the participants to be signed, in the order of your choosing. Note: Before accessing Authentisign, you must sign up for the service (please read the Sign Up for Authentisign user guide for details). Your transaction forms must also be filled in and saved to your computer before you create a signing (please read the Prepare Xpress Forms for Signing user guide for more information). Click Create a New Signing on the Authentisign home page to begin the 5-step creation process. Step 1: Signing Setup Create a "Name" for your signing transaction. Examples: the property address or client name Use "Advanced Options" to add a signing order, expiration date, and additional notes. (Not required fields) Participant Order Options: Sign In-Line: Signing Participants will receive access to sign the documents in the order chosen in Step 2. Simul-Sign: All Signing Participants will have the ability to immediately sign/review the documents once the invitation is sent (no particular order will be applied). Expiration Date: This feature allows you to enter a date for the signing transaction to become unavailable to the participants. Additional Details: This allows you to add a note that will be placed on your notification s from Authentisign. "Sign In-Line" is the default setting for Participant Order Click on the "Next" arrow when you have completed Step 1 TIP: If you choose an expiration date, it must be greater than 24 hours from the current date. NWMLS User Guide November 2012 page 1 of 5

2 Step 2: Add Participants Click on the "Add New Participant" Icon Enter Participant Information 1 Enter the first name, middle initial and last name in the corresponding fields. 2 3 Enter the participant's address. Choose Participant Type This selection is critical. The participant type affects where the signature blocks are pre-placed, e.g., choosing buyer as the participant type will place the signature blocks where the buyer should sign the forms Click on a previously added contact to auto-fill their information into the left side of the screen. View the Manage my Saved Contacts user guide for more information. Check this box to save the participant in your Contacts list for future use. 4 Choose Participant Role - "Is Signer": Participant will sign the documents (e.g., Buyer or Seller) - "Is Reviewer": Participant will review the documents (e.g., Broker or Lawyer) - "CC Only": Participant will receive a copy of the signed documents (e.g., Listing or Selling Firm) 5 Click "Add" when finished. Repeat the "Add New Participant" process for each Participant in your signing transaction Set Participant Order Set the order in which the signing will occur for the participants. The documents will be auto-routed by Authentisign as each participant signs or reviews. If you would like to set the signing/reviewing order of the participants and do not see the "Order" column, return to Step 1, click "Advanced Options", and choose "Sign In-Line". Click "Next" when you have completed Step 2. TIP: Click on the green arrows to move the participant order up or down. You can also use the number fields to change the order. Click on "Update Order" to complete any changes. NWMLS User Guide November 2012 page 2 of 5

3 Step 3: Add Documents Upload documents from your computer Click the "Upload a File" icon. Click "Add file" in the pop-up window and choose the previously prepared documents that you would like to add to your transaction. If you are uploading Xpress Forms, make sure you are using the most current version of the forms (please read the Prepare Xpress Forms for Signing user guide). You can only add one file at a time to the pop-up window. Click "Upload" to complete the process. TIP: Uploading Xpress Forms directly from your computer will apply signature block templates to the forms. The templates will pre-place the signature blocks for each signer on most NWMLS forms. TIP: Virtually any type of file can be uploaded from your computer. including scanned.pdfs, Word documents, Excel documents, or.jpg,.bmp,.gif and.tif image files. These types of documents, however, will not have templates applied to them to pre-place the signature blocks. Each block will have to be added manually. Upload documents by fax Click the "Upload by Fax" icon. Print the cover sheet, place it on top of the transaction documents and fax to the number on the front of the cover sheet. The documents will appear in your signing transaction within 15 minutes. Templates cannot be applied to faxed documents. The signature blocks must be added manually. Click the name to view a preview of a document, rotate a page(s) 90 or 180 degrees, or delete pages from the uploaded file. Click on the "Next" arrow when you have completed Step 3 The fax number is located in the middle of the page TIP: Click on the green arrows to move the form order up or down. You can also use the number fields to change the order. Click on "Update Order" to complete any changes. NWMLS User Guide November 2012 page 3 of 5

4 Step 4: Prepare Documents Prepare your forms Verify the signature, initial and date blocks are correctly placed on every page for each signer. Add additional signature, initial and date blocks to documents without pre-placed templates. For step-by-step directions on manually placing blocks and additional options, please view the Manually Add Signature Blocks user guide. Make sure the fill-in field data is showing and the information is correct. Use the navigation tools to change the zoom scale of the document for easier viewing. Click on the "Next" arrow when you have completed Step 4 Total number of pages in your signing. Click "More Options" to undo your last step or to print the document. Click on the Signing Particpant's name to drag and drop additional signature/initial blocks. Click on the thumbnail view of your documents to navigate to the other pages in your signing. Signature and date blocks for most Xpress Forms are pre-placed on the document for the signing participants. Drag and drop additional signature/ initial blocks on your document. Once placed, right click on the block to add a date field. You can also resize a placed block by clicking and dragging the block's corner with your mouse. NWMLS User Guide November 2012 page 4 of 5

5 Step 5: Review and Send Review your transaction details Click when you have completed the review of your signing. Review the name, expiration date (if any), and details of the signing. Confirm that each participant's name, address, level and type are correct. Confirm the correct documents are included and appear in the order of your choice. Send Invitations A final message will appear, alerting you that participant addresses can be changed by clicking the name of the signing transaction on the Authentisign home page. A custom message can be added to the invitation for each participant Click on the icon to send your invitations. Congratulations! Your signing transaction has been routed to the participants for signing/reviewing. The signing status is now available on your Authentisign home page. Please view the Track my Signing user guide to learn about Authentisign s advanced tracking tools, including a dashboard and notifications. The participants will receive an invitation, allowing them to create a password to view and sign the documents online. Please view the Signing Electronically user guide for screen shots of the signing process. NWMLS User Guide November 2012 page 5 of 5