If, for example, a signer tells you that they have signed all the fields of the document you sent them but RealtyBackOffice is telling you that there are some fields that are still outstanding, there is a way for you to help the signer find the missing fields that have not been completed.

The first step you would want to take is to locate the document in the Working Documents and E-Sign area from Menu. Then, click on the document in question. Once the document opens, you will notice that in the bottom left corner, you will see the Signer Field Status section. From this section, you can see which signer has not completed signing the document. Any field in the document that is in green means it has been completely signed or filled out. Any field in the document that is in orange means it is a pending field and is incomplete. This field status guide will help you determine which field your client needs to attend. Once all fields are green, your client will be prompted to E-Sign Now at the upper right-hand side of the page.

For the most part, some signers will go through this process very easily, but for some that need a little help, this is a great way for you to gain visibility into what is happening and ultimately help your signer complete the signing ceremony.

If you have any questions, please feel free to email us at techsupport@xcellencerealty.com or call us at (786) 697-0778.