How to Apply Authentisign Layouts

This detailed guide provides comprehensive instructions on applying a custom AuthentiSign layout to Fast Offers and subsequently sending it to your client for signing.

Step 1: Log in to AuthentiSign

• Launch your preferred web browser, and navigate to the AuthentiSign website.

• On the homepage, find and click on the Login button.

• Enter your AuthentiSign username and password in the provided fields.

• Click the Sign in button to access your account.

Step 2: Add New Client

• Once you're logged in, look for the Add button, typically located in the top navigation menu, and click on it.

• A pop-up window will appear. Locate the field labeled "Client Name".

• Type in your client's name (for instance, "Sean Smith") into the "Client Name" field.

• Once you've entered your client's name, locate and click the Save button to record the information. This will redirect you to the signing portion of AuthentiSign.

Step 3: Upload Document

• Look to the right side of the screen, where you'll find the Docs button, and click on it.

• Under the section labeled "Documents and Forms," locate and click the Add a Document or Form button.

• A file explorer window will open. Navigate to the location where you've saved the Fast Offer document you intend to upload.

• Select the offer document file, then click Open to upload the document.

Step 4: Apply AuthentiSign Layout

• Upon successful upload, the document's name will appear on the left side of your screen. Click on the document's name to select it.

• With the document selected, navigate to the Layout section.

• Here, you'll find a list of AuthentiSign Layouts you've created previously. Select the one you've designed for Fast Offers (for instance, the "Condolease AuthentiSign Layout").

• After selecting the desired layout, locate and click on the Apply button.

Step 5: Add Signers

1. First, you'll add yourself as the cooperating salesperson. Navigate to the Signers section, click on Add Participants, then select Add Yourself from the dropdown menu.

2. Once you've added yourself, locate and click on the Save button. The system will then prompt you to set the signing layout mapping. In the provided field, select your name, and then click on Assign Signature Blocks to designate the signature blocks.

3. To add the tenant, click on Add Participants and then Add New. In the provided fields, enter the tenant's first name, last name, and email, then click on Save.

4. With the tenant added, you'll need to assign their signature blocks. Select the tenant's name, then click on Assign Signature Blocks to designate their signature blocks.

Step 6: Review and Edit the Offer

• Now, you'll need to review the offer to ensure everything is accurate and in its proper place.

• If any aspect of the document needs to be changed, this is the time to do so. Use the various editing tools provided by AuthentiSign to adjust the document as needed.

Step 7: Send the Offer

• Once you've reviewed and made necessary changes to the offer, you're ready to send it to your client. Look for the Next button, typically situated at the bottom right corner of the page, and click on it.

• Following the Next button, you'll find the Send button. Click on this button to prepare the offer for sending.

• Finally, locate and click on the Send button one more time to send the offer to your client. They'll receive an email notification and can review and sign the offer online using the AuthentiSign layout you've created.

Congratulations!

You have successfully applied a custom AuthentiSign layout to Fast Offers and sent it to your client for signing.

AuthentiSign Documentation: Apply a Layout to an Unsigned Document

Learn how to CREATE AuthentiSign Layouts:

https://docs.fastoffers.ca/templates/create-authentisign-layout/