To use the docusign integration to mark up documents for agents you will automatically be taken to the docusign page when sending an onboarding package to an agent. To see how to add an agent to the system please click here.
When you click the Send Onboarding button you be directed to the Docusign page to mark up your documents for the agents to sign.
To mark the document simply drag and drop from the menu on the right to the correct place on the document
Repeat as needed through the document until you have the document marked how you prefer.
If you have a counter signer that needs to sign the document as well you can change to the counter signer section of the document by clicking in the top right drop down that has the agents email address, change to the counter signer email address
Follow the same steps by dragging and dropping from the menu list.
After you have verified all the fields are accurate click Save and Close-If you do not click save and close your documents will not save.
You will be taken back to Brokersumo and your onboarding package has now been sent.
Note- You will only need to mark your documents the first time they are saved per template. You will need to mark them up on each new template you create.