Day 1: Already familiar with the steps for uploading attachments to your listings using Docs+? If not, be sure to review our tip sheet, which includes step-by-step instructions. Even if already familiar with the steps, don’t forget to make your attachments VISIBLE to others! These steps are covered in today’s tip sheet too.
Day 2: Do you know about forms packages and how they can simplify the work of creating a new transaction? Forms packages allow you to combine frequently used forms from various folders into packages that can be quickly and easily included in your transactions moving forward. This way, you don’t need to select individual forms every time you setup a transaction. Do the work once, upfront, and save time in the future. Learn more on this topic through today’s tip sheet.
Day 3: Ready to create a digital signing in Docs+? Before doing so, be sure to review this step-by-step guide, which includes several different tips for ensuring your success! Check out today’s slide show instructions for successfully facilitating an electronic signing in Docs+.
Day 4: Before starting a Docs+ digital signing for clients, be sure to provide them with our 2-page tip sheet for consumers. Previewing the steps your client will need to take for the signing before it begins may be very helpful.
Day 5: Need to Send a Seller’s Disclosure to Your Seller for Completion and Signing? We’ve outlined the steps you’ll want to take in today’s tip sheet.
Day 6: Whenever you make updates to a form that has been included in a forms package, be sure to refresh the package manually. This does not happen automatically. To do this, be sure to follow the steps outlined in today’s tip sheet.
Day 7: Want More Instruction on the Docs+ Module Overall? We have a webinar for that … it’s called Docs+ 101. Watch it here. Then, let us know if you have any questions. We are here to help! Alternatively, Realcomp is holding in-person, on site Docs+ 101 classes at Realcomp. If you prefer in-person instruction, we’ve got it. Register for a Docs+ 101 class through the Class Scheduler module, which appears on your Realcomp dashboard.