How to Send a Listing Agreement for Electronic Signature
On the Inventory tab, once you have added a listing and entered the basic Seller, Vessel, and Terms information, you will be ready to send the Listing Agreement for eSignature.
1. Go to the Documents page, and click on Add Documents.
2. Check the box next to Listing Agreement and click the Add button.
We recommend that you always preview any document prior to sending it out for eSignature to ensure all information is accurate. Simply click the View button to preview the document.
3. Once the document previews as desired, select the document by clicking anywhere in the row and then click the Esign button., as displayed below.
4. The Send E-Sign Invites pop up will appear. Check the box next to the party, or parties, you wish to eSign the document. Then click the Send Invites button. The email subject can be changed if desired. If you want to address the party by a different name (Joe vs Joseph) you can enter that into the Display Name field. If you want to include a message with the email you have two options. First, the text field at the very bottom will send a message to ALL parties that are selected. If you only want to send a message to 1 party or you want different messages for each party, select the Message checkbox next to the party and a text field will display below. This message will only be sent to the associated party. An example of the messages sent in an email can be seen below.
After clicking the Send Invites button, the party will receive an email with a direct link to access and eSign the document.