APPFILES CHEAT SHEET - THINGS I USED TO DO IN RDOCS

APPFILES CHEAT SHEET THINGS I USED TO DO IN RDOCS

AppFiles

rDocs

LOGGING IN Log into MyHNROffice.com, click on hamburger menu option, click on AppFiles link, click on the “Click here to continue” link, this will bring you to the AppFiles window with your login credentials pre-loaded.

Log into FMLS.com, scroll to the Products page, click on Matrix, then click on Docs in the top navigation or rDocs in the External Links widget.

AppFiles

rDocs

NEW TRANSACTIONS

Create as many Transaction folders as you need by clicking on the Create New AppFile link.

Create new rDocs Tiles for transactions by clicking on the blue Create New button.

AppFiles

rDocs

UPLOADING A FILE Three ways to upload a file to a folder!

1. Click Upload a File from the main home page and assign the document to the corresponding AppFiles Folder.

2. Inside of an AppFiles folder click the Upload Files button and follow the prompts.

3. Inside of an AppFiles folder, use the Copy Email link to email the document into the folder.

To upload a document/file for use click on Documents in a Tile, select the Work With Documents drop down menu and then Upload Via Browser.

AppFiles

rDocs

HOW DO I COMPLETE MY FORMS?

In AppFiles, you have the ability to Import Form Values 4 different ways to fill in your document.

In rDocs, you must click through each page of the document and fill in the fields individually.

AppFiles

rDocs

SMART FORMS VS. PDFS

Electronic Signatures have built in intelligent features: • Automatically links certain fields with other documents in the AppFile, such as people and their roles. • Alerts and notifications of missing or incomplete fields prior to completing, sending or exporting. • Built in, automatic electronic signature/initial fields so that signatures and initial tags are already placed and ready for all parties involved.

PDF files do not have eSignature features they are essentially a digital piece of paper that can be marked up via the element tool.

Forms must be sent to eSign and converted to pdf for markups.

Documents are uploaded into the Documents folder as a flattened .pdf.

If you make a mistake on your mark ups in eSign, the session must be copied and restarted.

AppFiles

rDocs

CLAUSES & CLAUSE KITS

The 2020 GAR Clauses have been added to AppFiles by Corporate Admins. Clauses can be added by clicking on the clause library.

Office Managers and Brokers can create and edit clauses for use by Agents in their offices.

AppFiles

rDocs

CREATE SIGNATURE & INITIALS

You can create and customize your personal Signature Initials stamps in Settings. You can also use any of the pre defined signature styles available to choose from.

You can set signature and initial preferences from the eSign Preferences accessible from the Select menu.

AppFiles

rDocs

SIGNING SEQUENCE

Start by selecting the documents you wish to send then send eSignature requests individually to each participant.

When each participant has signed, the agent will be notified by email.

In step 1 of eSign, you can send to all signers at once or one at time.

In step 2, you determine the order of the signers.

AppFiles

rDocs

HOW DO I AVOID MISSING INFO / SIGNATURES? In AppFiles, there is an eSignaure Link that checks to make sure the most important fields in your forms are completed before you send, export or sign a form. This link also provides the status of the requests that are outbound.

In rDocs, make sure you open each document and look at each field to review.

AppFiles

rDocs

WHERE IS MY COMPLETED DOCUMENT? In AppFiles, click on Signature Requests where you will see your documents are organized in corresponding Folders . You have the ability to track the progress and status of your requests.

In rDocs, depending on whether all signers were complete, your document might be in eSign History or in the Documents section of your Tile.

AppFiles

rDocs

WHERE IS MY COMPLETED DOCUMENT? eSign and Tiles have a History Log for review.

The Activity section of your AppFiles in the center of the page, displays a list of changes, interactions, and actions correlating with the transaction.