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DORA Contracts E-signatures Explained Part I

DORA Contracts E-Signature

We recently launched an updated e-signature function to assist you in e-signing your Colorado Real Estate Commission Forms.  While the functionality is much more robust, to take advantage of all the features it might help to have them explained in detail for you.  This is part I in our series explaining the features of our e-sign feature.

The E-signature Control Panel

The e-signature control panel is where the “magic happens,” from here you can control all aspects of your DORA e-signature transactions.  Pictured below is a screen shot of the first screen you will see when you enter the control panel.

Colorado Real Estate Commission Forms DORA Contracts E-signature Control Panel

There are four tabs near the top of the screen, as highlighed in the screenshot.

1. Pending transactions:  All of the documents that you have sent out for e-signatures will be listed here until all parties in the transaction have signed the document.

2. Completed transactions: all transactions in which all parties have signed will be listed here.

3. Canceled transactions: all transactions that were canceled at any point during the signature process will be listed in this tab.

4. My documents: all of the documents that you have sent out for e-signatures and have chosen to save for use at a later time will be listed in this tab.

Working with transactions

BULL Forms Colorado Real Estate Commission DORA e-signature pending transactions

From within the pending transactions tab you will see all of your DORA Contracts that are currently pending e-signature in the area highlighted above.

If you wanted to check on the status of one of your pending transactions, you can retrieve more information by clicking on the blue triangle to the left of the transaction name.

BULL Forms Colorado DORA Forms e-signatures triangle

Once you click on the triangle the current status of the transaction will be displayed, as illustrated below:

BULL Forms Colorado DORA Forms esignatures expanded

In the expanded view you will see all of the participants in the transaction and if they have signed the document and the time they signed the document.

Available Functions

  • View PDF: Clicking on the view PDF button will open the document for viewing. You will see all of the signatures placed on the document as well as the transaction log, which is appended to the last page of the document.
  • Edit Transaction: Clicking on the edit transaction button will open the advanced e-signature panel, where you can add parties and place signatures.
  • Cancel: This button will cancel the entire transaction.  Only the party that is currently inline for signatures will be notified of the cancellation.
  • Edit Email: Next to the party’s email address there is an edit link, clicking on it will give you the ability to update the party’s name and email address.
  • Resend Email: Clicking on this button will resend the e-signature email to the party, this email includes the link that the party will need to click on to sign the documents.
That is all for now.  Please be sure to follow us on twitter and Facebook.

DORA Colorado Contracts E-signature Version 2.0

We are excited to announce that we have launched an upgraded version of our e-signature feature for DORA contracts.  In addition to being able to upload any PDF documents and send them out for signature you also have much more control over the entire e-signature process.  DORA Colorado contracts still have all of the signature and initial locations pre-mapped, so you do not have to spend any time configuring the locations. Please check out our introductory video below:

Thank you, BULL Forms Team

How to E-sign DORA Colorado Contracts

All subscribers to BULL Forms Colorado have unlimited e-sign capabilities built into their accounts. Just as fax machines made our lives as real estate professionals easier in the 1990’s, e-signature capabilities are increasing our efficiency today. You no longer have to print out documents and fax or scan them to your clients. Then sit and wait for them to return the documents hoping and praying that they are sent back correctly the first time. Then the revisions begin!

Why not increase your efficiency and save some time during the signature process? Send out your contracts for e-signature and you don’t have to worry about your clients signing or initialing in the wrong places.  All of the DORA (Division of Regulatory Agencies) forms can easily be sent out for e-signatures.  Adding to the time savings is the fact that all of the signature spots and initial locations have already been placed for you. All of this is great! But how do you use e-signatures on your DORA contracts?  Read on:

E-signature Process for DORA Forms

After you have completed all of the DORA contracts that you would like to send out for e-signatures, click on the email icon, which is an envelope with a pen, highlighted in the yellow circle below:

BULL Forms Colorado DORA E-sign Icon

Once you have clicked on the email icon, the email window will appear on the screen. You want to send out documents for e-signature, click on the yes radio button:

BULL Forms Colorado DORA Email Window

After choosing to send out your documents for e-signatures, you will be presented with options for e-signing your DORA forms. All of the signature spots have been placed for you, all you have to do is select who you want to sign the documents and where you want the parties to sign.  We have assigned “roles” to all of the available signature locations.

Roles for E-Signatures

  • Buyer 1
  • Buyer 2
  • Seller 1
  • Seller 2
  • Tenant 1
  • Tenant 2
  • Landlord 1
  • Landlord 2
  • Buyers or Tenants Agent
  • Listing Agent
  • Escrow Agent
At this time, these are the only roles / signature spots available. Do not worry if you are looking for more functionality from our e-signature feature, its coming soon..

Sending your DORA Forms out for E-signature

Enter the first name, last name and email address for the party you want to sign the documents and then select their role.

BULL Forms Colorado DORA Add Role

To add another party to the transaction, click on the add signer link:

BULL Forms Colorado DORA Add Signer

If you have added all of the parties that you want to sign the document you are ready to send it out for signatures. Make sure you have added all of the roles, if they are not included now you will have to start a new e-signature transaction.

Before sending out the documents make sure you select all of the forms within the deal that you want to send out for signatures. You should also enter a descriptive subject line and comments to all of the parties receiving the email.

BULL Forms Colorado DORA Send Signatures

Congratulations, you have just sent your DORA Forms out for e-signatures.

E-signing the DORA Forms

All of the parties you included in the transaction will receive an email when it is their turn to sign the documents. All parties will have to consent to transacting electronically with you and your company, if you have added your company in your membership profile. This consent ensures that you are complying with all of the e-sign laws.

When a signer clicks on the link in their email, they will be taken to the main e-signature page:

BULL Forms Colorado DORA Esignature Consent

Once the party e-signing agrees to conduct business electronically they will receive an email with their confirmation. They will then be taken to an area that allows them to customize their signatures and initials.

BULL Forms Colorado DORA Esignature Steps

The program can either generate initials and signatures for the user, or they can create their own using the mouse to write their initials or signatures.  The option to change your initials is below:

BULL Forms Colorado DORA Esignature Initials

Here is the window to change the signature:

BULL Forms Colorado DORA Esignature Custom Signature

Once the user has created their signature preferences they will be taken to the signature window:

BULL Forms Colorado DORA E-signature Start

On the left hand side of the page the signor will see all of the pages that require attention.  On the document above pages 1 through 8 require attention and are showing with a red background and orange tab.  As initials and signatures are completed on each page, that page will turn green. By clicking on the next location button the user will be taken to the next initial or signature location requiring their attention.

An initial location will look like this:

BULL Forms Colorado DORA E-signature Initial Location

A signature location will appear as follows:

BULL Forms Colorado DORA E-signature Signature Location

Once all initials and signatures have been completed a green button near the bottom of the screen will blink and the user will be prompted to complete the transaction.

BULL Forms Colorado DORA E-signature Complete

After the user has completed their portion of the signature transaction they will receive an email notifying them they have completed signing the document.  They will also receive a link allowing them to download the document they just signed.  The next party in the transaction will now be notified via email and will start the e-signature process over again.

Checking on the Status of DORA E-signatures

You have sent out your DORA contracts for e-signatures, but you have not received the completed document back yet. What do you do? You can access your e-signature transactions from your e-signature dashboard.  From within the BULL Forms click on the “dashboard” link near the top right of the screen:

BULL Forms Colorado DORA Dashboard

From within the dashboard, click on the e-signature tab:

BULL Forms Colorado DORA E-signature Panel

When in the e-signature panel you can view all of your pending, completed and cancelled transactions. If for any reason one of the members in a transaction has not received an email you can resend the email.  If you need to cancel a transaction at anytime you can also do it from here.

BULL Forms Colorado DORA E-signature Transaction List

This wraps up our tutorial on how to use our e-signature feature with Colorado DORA Forms.  If you have any questions please feel free to use our contact form.

Thank you,

BULL Forms Team