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Getting Started with Ratify by repree

Last Updated: Sep 23, 2015 01:06PM MDT
Get your documents off to your clients to sign electronically!

Selecting Signers
Select your signers, choose their routing orders, choose their signer type, add their profession, require a password to begin the signing process and more with Ratify by repree!





Tagging Documents
Tag for signatures, initials, add text, cross-out text and add check boxes for your signers. Assign elements to one signer, all signers. In the case of Text, Strikethrough and Check Box elements you don't assign it to any signer so no changes can be made!






Making Changes to Electronic Documents
Resend a document, add and remove signers, edit email addresses, add documents, and retag the document. Changes can be made when a document's status is in Draft (Yellow: Document for Electronic Signing) or Sent (Green: Document for electronic signing). Once Complete (Grey: Document for Electronic Signing) changes will need to be made to a Signed Document. Please see the tutorial, Making Changes to Signed Document, below.







Making Changes to Signed Documents
Once a document has come back to you Signed, there may be times when you'll need to make changes. For example, when a counter offer is made.







InPerson Signer
Ratify by repree makes signing in person quick and easy. Just tag your document for your signer, choose the Document for Electronic Signing on your repree homepage, pass your client your mobile device and your completed document is just a few short steps away.​






Sign Audit

The Sign Audit in Ratify allows you to track the document sent for electronic signatures every step of the way. You can also save and print a certificate of the signing session creating an electronic witness of the session!





Complete Signing Session
Watch a full signing session from agent view, to client view, and back to agent view!







 Client Walk Through
This walk through is specifically designed to take clients through their signing session, showing each element they may encounter throughout the session.

 

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