The Client Fill Option

The Client Fill Option

Some forms are required to be filled out by one of the clients (property disclosures are the most common). The Client Fill option allow you, as the agent, to send the form to the seller so they can fill it out and then sign it.

1. Select Client Fill from the Actions menu, which appears to the left of the form name (replacing Auto-Fill).





2. Enter the email address of the sender, the clients, and any other people who you would like to send it to without having them sign. Select the folder you want the signed copy saved to (or create a new folder).

copyright formRus all rights reserved

Click the Send Request button.

NOTE: The Seller 1 will be the email recipient that will be able to fill out the form. Once they have filled out and signed it, the form will be sent to the email in Seller 2 to be signed. The recipient in Seller 2 will not be able to change any entry in the form. Once all the signers have signed the document, a copy will be sent to all the emails in the CC field.

3. The client will receive an email with a link to the form.

copyright formRus all rights reserved

4. When the client clicks on the link, the form will come up so they can fill it out.

copyright formRus all rights reserved

Some of the fields are required, and the form can't be submitted without filling them in. These fields are in a different color (red). In the example above the Property Address: and Owners Name(s): fields are required.

When the client is finished, they need to click on the Submit and Electronically Sign button.

5. They will be taken to the Awaiting signature page, where they can click the Sign Now button

copyright formRus all rights reserved

They will be taken to an Agreement which they must accept to proceed.

6. The signer will be taken to a Review page where they can click the Review button to sign the document.

copyright formRus all rights reserved
7. The signer will be given an opportunity to sign the document. They should type their initials or name in the appropriate location box. Once completed, they should check the box and click the Submit Electronically button.

copyright formRus all rights reserved
View All FAQ's in the Related Category: 
Return to FAQ List Return to Forms List
copyright © 2022 formsRus.com - All Rights Reserved.
transparent facebook twitter linkedin