How to Use Digital Docs

As part of our mission to work with the way you do business, we've partnered with Constellation1 to provide a full suite of digital documents with e-sign, transaction management, and a document vault. That means all of your documents in one place, ready to complete with a click. Ready to get started? Here's what you need to know.

Overview

Want a peek at what digital document and transaction management can do for your business? Check out the brief tour here.

Creating a Transaction

Our digital documents aren't just for one-off signatures; you can use this feature for end-to-end transaction management. Keep all of your documents in one place so you can always find what you need. Here's how to create a transaction.

Sending Forms for Electronic Signature

Once you've set up your documents, you need to get them over to your customers and clients. Here's how to create a signature session and send off your forms for e-signature.

Signing the Documents

Once your signing session is created, signing documents is easy. Here's an overview of what the signing experience will look like.

How to Create Checklists

While every transaction is different, each has common tasks and action items that need to be completed. Checklists help you keep track of what you need for each transaction, so you never miss a step. You can even associate documents with each task.

Uploading Custom Forms

Do you have custom forms for your brokerage you'd like your agents to use? Here's how to upload them to your Digital Docs account.