How to Apply DocuSign Templates

This documentation will guide you through the process of applying DocuSign templates to your offer PDFs using Fast Offers. By following these steps, you can streamline your document signing process and ensure accurate and efficient completion.

Before you can apply the fast offers templates, you need to import them. Learn how: https://docs.fastoffers.ca/templates/import-docusign-templates

Step 1: Initiate a New DocuSign Envelope

1. Launch your web browser and navigate to the DocuSign website.

2. Sign in to your DocuSign account and initiate a new envelope for your offer.

Step 2: Upload Your Offer PDF

1. Within your newly initiated DocuSign envelope, locate and click on the "Upload" button.

2. Navigate to and select the offer PDF file you previously downloaded from Fast Offers.

3. Wait for the file to upload successfully. An upload confirmation message will display once this step is complete.

Step 3: Apply Templates to Your Document

1. Locate the three dots icon, labeled as "More Options," situated beneath the document name. Click on this icon to reveal a dropdown menu.

   

2. From this dropdown menu, select "Apply Templates".

   

Step 4: Select the Appropriate Template and Apply

Upon selecting "Apply Templates", a pop-up window will appear. This window displays all of your available Fast Offers DocuSign templates.

1. Choose the template that corresponds to your specific offer from the table of options below:

   Type of Offer	Template Name
   Lease Agreement	"Lease Agreement - Fast Offers"
   Condo Sale	"Condo Sale - Fast Offers"
   Freehold Sale	"Freehold Sale - Fast Offers"
   Sale with No Conditions (Condo)	"Condo Sale - Crossed Conditions"
   Sale with No Conditions (Freehold)	"Freehold Sale - Crossed Conditions"

   Templates labeled "Condo Sale - Crossed Conditions" or "Freehold Sale - Crossed Conditions" are for sales agreements where one or both conditions are not included. These templates include conditions written in the offer, crossed out and initialed by your clients.

   • The purpose of using the "Crossed Conditions" template is to indicate that your client does not want to include a particular condition in the offer. Instead of omitting the condition entirely, it is considered best practice to have the conditions written in the offer and crossed out, accompanied by initials from your clients. This ensures transparency and clarity regarding the negotiated terms.

     

2. After selecting the appropriate template, click "Apply" to apply it to your offer PDF.

Step 5: Input Your Agent Information

1. Locate the "Agent" section within the applied template.

2. Input your name and email in the designated fields.

Step 6: Input Your Client Information

1. In the template, locate the "Person1" and "Person2" sections.

2. Input your client's information in the corresponding fields.

3. If there's only one client involved in the agreement, remove "Person2" by clicking the "Delete" button. A confirmation box will pop up. Confirm the deletion by clicking on "DELETE".

   

4. Confirm the deletion by clicking on "DELETE".

   

Step 7: Proceed to the Next Phase

1. Click on the "NEXT" button to advance to the following stage of the DocuSign process.

2. At this point, all the necessary signatures and initials required in the offer should be pre-populated in the document.

   

Step 8: Preserve PDF Form Data

Before finalizing the document, a pop-up may appear asking if you want to preserve PDF form data. Always select "Keep PDF form data" to ensure all the information in your document is retained.

Congratulations! You have successfully applied a DocuSign template to your offer PDF using Fast Offers. The document is now ready for signing.

DocuSign Documentation: Apply Templates Manually

Learn how to IMPORT the Docusign Templates here:

https://docs.fastoffers.ca/templates/import-docusign-templates