Real Estate SoftwareReal Estate Software

Adding Signatures to Forms Using TouchSign

You will first need to create the Transaction which contains the form(s) that you want signed. If you need to know how to do this, please refer to KBA-01569.

Step 1:
With the Transaction opened that contains the forms that you wish to have signed, tap on the Signatures button.

Step 2:
Tap on the Sign with TouchSign option.

Step 3:
Tap each form that you want signed. You will notice that each form that you tap will switch from No to Yes with a green check mark next to it.

Step 4:
Tap the Next button to continue when finished selecting the forms to be signed.

Step 5:
Fill in the signer's information.

If you wish for this signer to be saved to your Address Book, leave the Save to Address Book check box checked.

Please Note: If you have previously saved the signer to your Address Book you may pull the signer's information from the Address Book instead of typing it all out.

Step 6:
When finished, tap on the Add button.

Step 7:
Once the signer is added, if you wish to add another, tap the Plus button or the Address Book button to pull a signer from the Address Book.

Step 8:
When you are finished adding all of the signers, tap the TouchSign button to continue.

Step 9:
The signer will be prompted to agree to the License Agreement. Have them tap I Agree to continue or I Do Not Agree to quit without signing.

Please Note: At the top of the screen throughout the signing process you will see the name of the current signer. In the example screenshots below it says "John Smith Signing" at the top because that is who is currently signing in these examples.

Step 10:
Next the signer will need to tap the Pen icon to start the signature process.

Step 11:
The signer can now use a Stylus or their finger to create a signature.

It is recommended that the signer choose a Signature, Initials and any Text that needs to be added by selecting the appropriate tab if applicable before you start to sign.

Step 12:
When the signer is finished creating Signatures, tap the Select button to continue.

Step 13:
Choose the signature type you are signing by selecting the appropriate tab.

Step 14:
Drag the signature box to the location on the form where you wish to sign.

Step 15:
Resize the signature to the desired size by holding down the Resize button and dragging your finger.

Step 16:
When you have the signature where you want it on the form, click the Place button.

Please Note: If you need to place an Initial, tap the Initial tab, drag the Initial to the desired location, resize and tap the Place button.

If you need to place a signing Date. Tap the Date tab, drag the Date to the desired location, resize and tap the Place button.

Repeat the process for adding Text and Checkboxes if applicable.

Step 17:
Repeat the process until all of the Signatures for this signer are complete. When this signer is done signing, you may switch to one of the other signers that you have added (if any) by tapping the Change Signer button. If no other signer's need to sign and the signing process is completed, tap the Done button.

Step 18:
Then tap on the Finish Signing button to complete the TouchSign session.

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