There are two separate DocuSign integrations that are available. This article is for their 'eSignature' product. If you use DocuSign Transaction Rooms, click here.

This article will step you through how to create and enter data for an 'envelope' to be received on our end in order to process your client data for our Easy Reviews feature.

When you login to DocuSign it should look like the below.

From your dashboard, navigate to your templates tab. You may have a general template set up already for your contracts, or you can create it from new each time.

If creating a template ensure the signee options explicitly say 'Buyer' and 'Seller'.

Add the documents you plan to send your client (we do not receive a copy of this).

This is the most important section. The signees must be shown as 'Buyer' and 'Seller' as shown below. If it does not appear this way, we will not be able to process your Easy Review Requests.

Enter in the name & email addresses of your clients in the corresponding sections.

The email subject line MUST be the property address. This must be the full address including Unit number (if applicable)/Street Number Street Address Street Type, City, County, State, Zip Code

As a working example the subject would need to be like the below in order for us to match or create a property in our system.

26686 Callie Drive, Hempstead, Waller County, TX, 77445