Posts

How to Cancel a Document

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Documents sent for signing can be  cancelled / retracted  at any time if not yet signed by all the signatories.  These documents may have been sent via the SignatureSense portal or through other connected platforms using our API. 1. Locate the Document Once the document is located you will see there is a "Cancel Document" link in red as shown below. Click on this link to begin the cancellation process. 2. Cancel the Document A 'Cancel Document' window will appear, as shown in the image below. Optionally, you can choose to notify the signatories via email by selecting the appropriate checkbox. Click 'Continue' to confirm and cancel/retract the document. Once cancelled this process cannot be undone.
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Importing and Testing your Reapit Template

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Your template is ready for testing once all of the Reapit Merge Codes and SignatureSense signing codes have been added. 1)  Showing / Hiding SignatureSense codes SignatureSense coding will need to be hidden before you import the template into Reapit.  You should know how to make them visible / hidden in case you need to edit the document.  If you cannot see any SignatureSense coding in your template then they are already hidden. When the template is open in Word, you should see a Style called "SignatureSense".  Right click on the style and click Modify, then change the font color to white to hide or, say, orange to show. This video shows how to hide / show the SignatureSense codes 2)  Import the template into Reapit This process is best described by watching this help video .  Note that Reapit needs to be restarted after the import before it can be seen as a template in "Letters". 2)  Test your template before use Please ensure you have fully tested th...
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Compressing Large PDF Documents

SignatureSense will accept PDF documents of up to 25MB in size. If your document is bigger than this, then check that it is compressed efficiently.  Sometimes documents contain raw images, for example, that can be compressed with no discernible difference. There are many ways to compress a PDF document.  Below are some online tools that might help. Adobe Online PDF Compressor  * iLovePDF Online PDF Compressor  * * Disclaimer :  External software should be checked for suitability for your needs.  The above are not specific recommendations and you use them at your own risk with no liability held by SignatureSense.
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Downloading and Uploading Reapit Templates

When you are getting your Reapit templates ready to work with SignatureSense you will need to know how to access your existing templates and upload / import templates that are ready for using. The following video explains the process: Download Templates From Reapit Upload / Import Templates in Reapit
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Creating a Pack of Documents In the SignatureSense Reapit App

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Documents can be sent together in one "pack" using the SignatureSense App in Reapit. This means that the Signatories will sign individual documents but they only receive one email request. As each document is signed, it will individually be saved back into Reapit as normal. How to Create a Pack On your first document in the pack, when sending, change the "Pack" drop down options from "Send now" to "Create new pack".  You can then choose a name for the pack with the default set as the property address. Proceed to click "Send" and then confirm.  This gets the document ready to be issued. Adding the Next Document to the Pack Get the next document ready in the normal way but this time in the Pack option list, select the pack that you have just created.  You'll see the name you gave the pack in the list. Sending the Pack As you click "Send" on your final document in the pack, tick the box that says "Send Pack Now".  T...
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Reapit's Agency Cloud - Installing SignatureSense

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How to install both SignatureSense Apps SignatureSense can be installed into your Reapit / Agency Cloud environment by following the below steps. Please note that there are 2 SignatureSense apps and both need to be installed to work correctly: The apps are called: 1) SignatureSense - This is the front end app that your agents will use to send documents 2) SignatureSense Sync - This is the app that does all of the background synchronisation  such as importing the signed documents. Both apps can be found in Reapit's App Store. If you cannot see the apps or the app store than your users account may not have the required permissions - please contact Reapit for support. How to Install: 1) Open Reapit / AgencyCloud and sign in 2) Click Apps, then Browse Apps: 3) In the search bar type "Signature" and then hit ENTER 4) You will see the 2 apps that both need to be installed:
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Reapit - Creating a Pack of Documents

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Documents can be issued for signing individually OR grouped together in a "Pack".  A pack essentially means that the Signatories receive just one email requesting them to sign a group of documents. During the signing process the Signatory is lead to sign the first document and then they are presented with a list of all of the other documents in the pack that also need signing. Each document that is signed, is actually a separate document and can be signed / viewed / downloaded independently of each other.  I.e. it's possible for one document in a pack to be signed, but not the others. Document packs are useful when you need to send more than one related document out for signing to the same group of people at the same time. For example, this could be used for a tenancy pack or for sending Terms of Business and a Property Questionnaire at the same time to a Landlord. Note that not all documents in a pack need the same Signatories.  For example you might have one document in...
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