Chapter 2

High-Rise - Purchase Agreement, Conditional Offer

!! Not the type of Agreement you need? Check out our other two Chapters for High-Rise Projects:

Chapter 1: Finalize High-Rise Purchase Agreements with Firm Offers, 

Or Chapter 3: Finalize High-Rise Lease Agreements.

Or Our Chapters for Low-Rise Projects

Chapter 4: Finalize Low-Rise Purchase Agreements with Firm Offers

Chapter 5: Finalize Low-Rise Purchase Agreements with Conditional Offers, 

Chapter 6: Finalize Low-Rise Lease Agreements.

Introduction: 

The Transaction Management App allows users to finalize, sign, act, and manage Agreements (Lease, Purchase, and Sale) in a very efficient way.

Bildhive’s Transaction Management App makes the process more efficient because it:

• Integrates with the rest of the Bildhive Apps, allowing the sales agent to pull information automatically from the other applications to populate contracts

• Integrates with DocuSign for Real Estate SKU to easily route, sign, and securely store all agreements

• Complies with the most stringent global security standards

• Generates agreements that are lawful and admissible in a court of law

!!  The Transaction Management App, Condo Unit Configurator, and Contract Configurator, all work together.

• In the Condo Unit Configurator, you enter all the Details about your condo unit (including floorplans and add-ons). 

• The Contract Configurator allows you to configure all the Contract fields. 

• The Transaction Management App pulls in Information about the Unit and the Contract that contains all the fields. Then you Fill the Contract with the transaction information. Finally, you Send the contract to all parties for their Approval, Signature, or Review.

!! Heads-Up 

Our Table of Contents links might occasionally land you Just Below The Target Section. If this happens, a Simple Scroll Up to the Previous Section will get you right where you need to be.

TABLE OF CONTENTS

• Get Started
  • 1. Launch the Transaction Management (TM) App
• Define your Settings
  • 2. Integrate with DocuSign
  • 3. Add, Edit, and Delete Default Participants or Signers 
  • 4. Adjust a Default Participant’s Info After You’ve Sent the Document 
  • 5. About Inclusion Information
  • 6. Add an Inclusion to the List
  • 7. Add Deposit Structures 
  • 8. Add the Number of Installments per Each Structure
  • 9. Add-Ons Deposit Structure 
• Add a Transaction
  • 10. Start a New Transaction
• E-Signature and Combined E-Signature+In-Person (signing method) / Purchase Agreement (Transaction Type) /  Conditional (Offer Type)
  • 11. About Condition Precedent and Condition Subsequent
  • 12. Read This Before You Start Your E-Signature Transaction
• Step 1 – Provide Transaction Information
  •  13. Provide Signing Method, Transaction Type, Offer Type, and Conditional Type 
• Step 2 - Provide Participant Information 
  • 14. Introduction
  • 15. Scan Purchaser’s License or Passport on a Tablet
  • 16. Upload a Picture of the Purchaser’s License from a Computer:
  • 17. Manually Enter the Purchaser’s License, Passport, or Other ID Information
• Step 3 - Provide Product Details
  • 18. Provide Unit Details and Dates
  • 19. Save the Transaction as a Draft
  • 20. Complete, Edit, Archive, or Void a Saved Draft
• The 15-Minute Unit Timer
  • 21. About the 15-Minute Unit Timer
• Step 4 – Finalize the Document
  • 22. Review Details, Select Inclusions, and Check Custom Fields
• Step 5 - Set Up Signing Order
  • 23. Indicate if the Transaction Owner Needs to Review the Contract 
  • 24. Review and Adjust the Signing Order
  • 25. Define Each Participant’s Action when Receiving the Contract 
  • 26. Create an Access Code to Add an Extra Layer of Security
  • 27. Define who Signs Online and Who Signs in Person
  • 28. Add More Recipients
  • 29. Preview the Sign Route
• Review and Send
  • 30. Preview the Contract and Send it to all the Recipients
• Signing E-Signature and Combined Transactions Electronically
  • 31. How to Sign Electronically
• Signing Combined Transactions in Person
  • 32. Select the Participants who Need to Sign in Person
  • 33. Open DocuSign and Download the Document
  • 34. Have the in-Person Signers Sign the Document, then Upload or Fax it to DocuSign
• View Transactions Details on the Details Screen
  • 35. The Transaction’s Detail Screen
• Documents Tab
  • 36. Transaction Documents Tab
  • 37. Review the Transaction’s Information and Documents 
  • 38. Add Amendments and Additional Documents that Require Approval or Signature
  • 39. How to Upload a Signed Amendment or Document
  • 40. Create Add-Ons Contracts
  • 41. How to Upload a Signed Contract
  • 42. Add, Download, and Delete Additional Supporting Document Templates 
  • 43. Upload Additional Supporting Documents
• Details Tab
  •  44. View the Transaction Details
• Purchaser’s and Rep’s Tab
  • 45. View and Edit Purchasers’ and Purchasers’ Reps Info or Add New Ones 
• Internal Participants Tab
  • 46. View and Edit Internal Participants
• Notes Tab
  • 47. Add, Edit, and Delete Notes 
• Timeline Tab
  • 48. See the Activities of this Transaction
• Print & Sign (signing method)/ Any Type of Agreement / Any Type of Offer 
  • 49. Prepare a Document for the Print and Sign Signing Method
  • 50. Download the Document to be Signed by all Parties
  • 51. Upload a Signed Document
• Access your Transactions from the Left Navigation Bar
  • 52. Open the Left Navigation Bar
  • 53. Switch from the Card View to the List View
  • 54. Rearrange the Order in which your Transactions Appear in the Lists
  • 55. Download Transactions in Bulk

Get Started

1. Launch the Transaction Management (TM) App

1. Go to the project’s Workplace,

2. Under Customer & Transaction Management, find the Transaction Management App 

3. Click on it

Info: When you enter the app, you land on the All Transactions List. The first time you use the App, you will not see any transactions.

Define your Settings

!!  Define your Settings Before Adding Your First Transaction. 

This isn't mandatory, but it's a good idea. In Settings, you can Integrate with DocuSign (required for signing with E-signature and combined E-Signature + In-Person), add Default Participants or Signers, add Inclusion Information, and Default Deposit Structures.

2. Integrate with DocuSign

1. If the Left Navigation Bar is not open, go to the top-left of the page under the Bildhive logo and Click the Hamburger Icon (Three horizontal lines)

2. From the Navigation Bar, select Settings  

3. On the Settings Submenu, select Integration

4. If you are not Linked to DocuSign, Click on the Integrate with DocuSign button

5. If you already have an Account, Log Into DocuSign

6. Otherwise, Create an account and Log In

7. To Disconnect, go to the bottom of the DocuSign Integration Section and click Remove Integration

!!  Warning: 

You MUST READ this before Using the E-Signature Signing Method.

E-signature transactions WILL FAIL if the recipient's Email Address is Invalid, so always double-check it.

We advise those who wish to use Bildhive's E-signature Signing Method to do two things after creating a DocuSign account:

•  First, Log Into their DocuSign account and create a Ticket to Enable Event Recipient Autoresponded to receive Notifications in Bildhive when a transaction fails due to a Bad Email Address.

• Next, contact their DocuSign Account Manager and ask them to allow the Envelope Correct Function so that changes to the Purchasers’ and the Reps' Information can be made directly from Bildhive (only while the transaction is Pending).

3. Add, Edit, and Delete Default Participants or Signers 

!!  Who are Considered Default Participants?

Default Participants are those on the vendor's side whose signatures are Always required for a transaction to proceed (CEO, Accountant, etc.). If you already know who they are, enter their names. 

1. If the Left Navigation Bar is not open, go to the top-left of the page under the Bildhive logo and Click the Hamburger Icon (Three horizontal lines)

2. From the Navigation Bar, select Settings 

3. On the Settings Screen, select Default Participants 

4. At the Bottom of the New Participant section, click Add New Participant

5. In the Edit Participant pop-up, fill-In the information of the First Default Participant: Name*, Email Address*, Company, and Role

6. Click Create

7. Repeat the steps to add the rest of the Default Participants

8. To Edit or Delete a Participant, go to the Action Column to the Right of the Participant and click the Pencil or Delete icon

9. Make the edits and click Update or Delete 

 * Mandatory fields.

4. Adjust a Default Participant’s Info After You’ve Sent the Document 

Info: Default Participants who are  Signers in a document are considered Internal Participants in that transaction. It is possible to edit an Internal Participant's information from the Settings, but there are restrictions. 

• The TRANSACTION OWNER is the ONLY person who can Edit the Internal Participant’s Information 

• DocuSign has to have the Envelope Correct Function enabled

• Transactions need to be Pending and have No Signatures

• You can’t adjust Transactions that are Completed or that are Pending and already have Signatures

1. To Adjust the Information, go to the top-left of the page under the Bildhive logo and Click the Hamburger Icon (Three horizontal lines)

2. Once the Left Navigation Bar opens, select Settings 

3. From the Submenu, select Default Participants

4. Go to the Action Column to the Right of the Participant and click the Pencil or Delete icon

5. Make the edits and click Update or Delete

6. As long as you followed the restrictions, the Participant should receive a New Document from DocuSign with the Adjusted information

5. About Inclusion Information

Info: The Inclusion Information lists any Upgrades, unique elements, or services included in the Contract. 

Examples of inclusions are Hardwood Flooring or Smooth Ceilings. 

To Add Inclusions to a contract in the Transaction Management App, you must first set up a Field for inclusions in the Contract Template (using the Contract Configurator).

6. Add an Inclusion to the List

1. If the Left Navigation Bar is not open, go to the top-left of the page under the Bildhive logo and Click the Hamburger Icon (Three horizontal lines)

2. From the Navigation Bar, select Settings  

3. On the Settings Submenu, select Inclusion Information 

4. To Add your first Inclusion Item, go to the bottom of the section and click Add Inclusion 

5. Give the inclusion a Title* and a Legal Text or Body*

6. Click Create

7. Repeat these steps per each of the Inclusions in the contract, up to 20 in Total

8. To Edit or Delete an Inclusion, go to the Action Column to the Right of the Inclusion and click the Pencil or Delete icon

9. Make the edits and click Update or Delete

* Mandatory field.

!! Do you need to Add Inclusions to your Contract Template?

            Follow These Steps

7. Add Deposit Structures 

1. If the Left Navigation Bar is not open, go to the top-left of the page under the Bildhive logo and Click the Hamburger Icon (Three horizontal lines)

2. From the Navigation Bar, select Settings 

3. On the Settings submenu, select Add-Ons Deposit Structure 

4. To Add your first Add-On deposit installment, go to the bottom of the section and click Add New Add-On Deposit 

5. Enter the Deposit Date* 

6. Enter an Amount 

7. Slide the Amount Type slider to select dollars or percentages

8. Click Create

9. Repeat these steps per each one of the Installments in the Add-Ons Deposit Structure 

10. To Edit or Delete an installment, go to the Action Column to the Right of the Installment and click the Pencil or Delete icon

11. Make the edits and click Update or Delete

* Mandatory field.

!!  Heads -Up. You MUST Link your Deposit Structures to your Contract Template

Once you have set your Deposit Structures and Installments in the Transaction Manager, go to the Contract Configurator and Link your Template to the correct Deposit Structure.

!! Do you want to set up an Add-On Deposit Structure?

Follow These Steps.

8. Add the Number of Installments per Each Structure

1. To add the Installments for a Deposit Structure, first, select it (selected items appear in orange)

2.  At the Bottom Right of the main stage, click Add New Deposit 

3. The Add New Deposit pop-up opens

4. In the Deposit Date field, enter the number of days after Signing the Offer for the first  Installment*

5. Enter an Amount 

6. Slide the Amount Type slider to select Dollars or Percentage

7. Click Create

8. Repeat these steps per each one of the Installments in each one of the Deposit Structures 

9. To Edit or Delete an Installment, go to the Action Column to the Right of it and click the Pencil or Delete icon

10. Make the edits and click Update or Delete

* Mandatory field.

!!  Heads -Up. You MUST Link your Deposit Structures to your Contract Template

Once you have set your Deposit Structures and Installments in the Transaction Manager, go to the Contract Configurator and follow These Steps to Link your Template to the correct Deposit Structure.

9. Add-Ons Deposit Structure 

!! Use the Add-Ons Deposit Structure when transacting Parking Spots, Lockers and/or Bike Racks AFTER UNIT SALE. 

Use the Contract Configurator to Configure the Deposit Structure, then enter the dates and amounts with the Transaction Manager

1. If the Left Navigation Bar is not open, go to the top-left of the page under the Bildhive logo and Click the Hamburger Icon (Three horizontal lines)

2. From the Navigation Bar, select Settings 

3. On the Settings Submenu, select Default Deposit Structure 

4. To Add your first deposit installment, go to the bottom of the section and click Add New Deposit 

5. Enter the Deposit Date* 

6. Enter an Amount 

7. Slide the Amount Type slider to select dollars or percentage

8. Click Create

9. Repeat these steps per each of the Installments in the Deposit Structure 

10. To Edit or Delete an installment, go to the Action Column to the Right of the Installment and click the Pencil or Delete icon

11. Make the edits and click Update or Delete

* Mandatory field.

Add a Transaction

10. Start a New Transaction

1. If the Left Navigation Bar is not open, go to the top-left of the page under the Bildhive logo and Click the Hamburger Icon (Three horizontal lines)

2. From the Navigation Bar, select All Transactions

3. To add your first transaction, on the All Transactions Screen, go to the top right and click Add New Transaction

Info: About Types of Transactions. 

The Signing Method (E-Signature or Print and Sign), whether it is a Purchase of Sale transaction or a Lease transaction, and the Offer Type (Firm or Conditional) determine the Type of Transaction. There are four types, and we describe each in a separate article:

• E-Signature/ Purchase Agreement/ Firm Offer 

• E-Signature/Purchase Agreement/Conditional Offer

• E-Signature/ Lease Agreement 

• Print & Sign option for all types of Agreement and Offers

E-Signature and Combined E-Signature+In-Person (signing method) / Purchase Agreement (Transaction Type) /  Conditional (Offer Type)

11. About Condition Precedent and Condition Subsequent

!! Condition Precedent 

Is an escape clause that applies to deals that are Not Yet Firm. These deals are conditional upon a condition and will not be considered firm until the condition is met within a defined period of time (Grace Period). 

!! Condition Subsequent 

Is an escape clause that applies to Confirmed deals which include an Escape Plan (or a plan to terminate the contract) that is valid for x number of days (Grace Period), after which, the contract will become Firm and can not be escaped.

12. Read This Before You Start Your E-Signature Transaction

!!  Integrate with DocuSign before using E-Signature Signing.

 Click Here. for instructions on how to Integrate with DocuSign.

!!  We advise you to do these two things when using DocuSign:

• Log into your DocuSign Account and Activate Event Recipient Autoresponded to receive Notifications in Bildhive when a transaction fails due to a Bad Email Address.

• Contact your DocuSign Account Manager and ask them to allow the Envelope Correct Function so that changes to the Purchasers’ and the Reps' Information can be made directly from Bildhive (only while the transaction is pending).

!!  WARNING. Double Check the Recipient's Email Address.

If the recipient's email address is Invalid, the E-signature Transaction WILL FAIL. 

!! Are you Setting up a Combined E-Signature and in-Person Transaction?

You must select E-Signature as your Signing Method in Step 1 and indicate Who Signs Online and Who Signs in Person when you Define the Participants’ Actions in Step 5

Step 1 – Provide Transaction Information

!! Can some Participants Sign Digitally and Some in Person?

Yes, but you MUST select E-Signature as your Signing Method and then, in Step 5,  indicate Who Signs Online through DocuSign and Who Signs in Person when you Define Each Participant’s Action when Receiving the Contract.

 13. Provide Signing Method, Transaction Type, Offer Type, and Conditional Type 

1. If at least one participant is going to sign digitally, Select E-Signature as your Signing Method*

2. From the Transaction Type dropdown, select Purchase Agreement if it has not been prefilled

3. In the Offer Type section, select Conditional

4. Define the Conditional Type by clicking Condition Precedent or Condition Subsequent

5. Enter the number of days for the Grace Period 

6. From the Agreement of Purchase Contract Template dropdown, select a Contract Template 

7. Click Next

!! WARNING: Make sure your contract has all the fields you need. 

When using DocuSign, the Contract Template that you set up through the Contract Configurator will be automatically Populated with the data you input into the Transaction Manager. Keep in mind that any fields that are not configured in the template will not appear in the contract, even if you fill out the information in the Transaction Manager.

!!  Can’t Find Your Purchase Contract Template in the Dropdown?

You will only see contracts that were added with the Contract Configurator.

Step 2 - Provide Participant Information 

14. Introduction

Info: 
There are Three Types of Participants: The Purchaser, the Purchaser’s Lawyer, and (if applicable) the Purchaser’s Agent.

!! To Auto-populate the Purchaser's information, you can scan their Driver's License or Passport.

• You can Scan it on a Tablet using the tablet's Camera. 

• If you are on a Computer, you can Upload a Picture of the License or Passport and Bildhive will auto-fill the fields. 

• If scanning isn't possible, you can always Enter the Information Manually

!!  WARNING. The E-signature Transaction WILL FAIL if the recipient's email address is invalid, so double-check it. There are two Actions users are advised to take:

• Log into their DocuSign Account and Activate Event Recipient Autoresponded to receive Notifications in Bildhive when a transaction fails due to a Bad Email Address.

• Contact their DocuSign Account Manager and ask them to allow the Envelope Correct Function so that changes to the Purchasers’ and the Reps' Information can be made directly from Bildhive but only while the transaction is Pending.

15. Scan Purchaser’s License or Passport on a Tablet

1. Click Add Primary Purchaser

2. From the Dropdown menu, select Scan Driver’s License or Scan Passport 

3. For the License, click on the Front Photo Scan Button

4. Once the Tablet’s Camera opens up, Scan the Front and upload it

5. Repeat this process with the Back of the License

6. For Passports, scan the Page where the Photo appears

7. Click Next 

8. Review the Information in the Add Primary Purchaser’s field and manually adjust or fill in any missing fields

9. Click Add

10. Repeat the Process until you have the Purchasers that you Need

11. The Number of Purchasers you can add is Limited to the same Number of Purchasers included in your Contract Template

12. To Increase the Number of Purchasers, the Contract Configurator and Add the necessary Fields

!! You don’t have a license or passport on hand? It's no problem.

Follow these steps to Manually Enter the License, Passport, or Other ID Information.

!!  Is the information not coming in Properly?

Try Rebooting the tablet.

16. Upload a Picture of the Purchaser’s License from a Computer:

1. Click on Add Primary Purchaser

2. From the Dropdown menu, select Scan Driver’s License 

3. Click on the Front Photo Scan Button

4. Once your File Finder opens up,  Locate the image of the Front of the License, Select it and Click Open

5. Repeat this process with the Back of the License

6. Click Next

7. Review the Information in the Add Primary Purchaser’s form and manually fill in any missing fields

8. Click Add

9. Repeat the Process until you have the Purchasers that you Need

10. The Number of Purchasers you can add is Limited to the same Number of Purchasers included in your Contract Template

11. To Increase the Number of Purchasers, the Contract Configurator and Add the necessary Fields

!! You don’t have a license or passport on hand? It's no problem.

Follow these steps to Manually Enter License, Passport, or Other ID Information.

17. Manually Enter the Purchaser’s License, Passport, or Other ID Information

1. Click Add Primary Purchaser

2. From the Dropdown menu, select Create Manually

3. Fill in all the (mandatory) Fields in the Form

4. Click Next

5. If you have Secondary Purchasers, repeat these steps to add them 

6. Click Next

7. Follow these steps if you want to Upload a Copy of the ID to the Supporting Documents. 

8. Repeat the Process until you have the Purchasers that you Need

9. The Number of Purchasers you can add is Limited to the same Number of Purchasers included in your Contract Template

10. To Increase the Number of Purchasers, the Contract Configurator and Add the necessary Fields

!!  If the Purchaser’s Data is already in the CRM, you can Autofill their Information. 

Just enter the first few letters of their name into the Search For a Contact field, then select the Name from the Dropdown Menu. 

!!  WARNING. The E-signature Transaction WILL FAIL if the recipient's email address is invalid, so double-check it. There are two Actions users are advised to take:

• Log into their DocuSign Account and Activate Event Recipient Autoresponded to receive Notifications in Bildhive when a transaction fails due to a Bad Email Address.

• Contact their DocuSign Account Manager and ask them to allow the Envelope Correct Function so that changes to the Purchasers’ and the Reps' Information can be made directly from Bildhive (only while the transaction is Pending).

Step 3 - Provide Product Details

!!  Heads-Up. The fields displayed by your transaction manager may vary from those listed in this document. 

This is because the displayed fields are Dependent on the Fields that you have Set Up in the Contract Template.

18. Provide Unit Details and Dates

1. From the Select Floor Dropdown, Select a Floor*

2. From the Select Unit Dropdown, Select the Unit* 

3. If a Suggested Price was added in the Home Model Configurator, it will appear in the Suggested Price (MSRP) field

4. Enter the Closing Date Type (Tarion)

5. Select an Irrevocable Date* from the Calendar

6. If the Irrevocable Date is Not Applicable, select the Not Applicable field

7. Select an Occupancy Date (1st Tentative)* from the Calendar

8. Select Outside Occupancy Date (Tarion)*

9. Save as Draft or click Next 

10. The 15-minute Unit Timer gets activated, and you have 15 Minutes to complete your Transaction before the Unit becomes Available again

11. The 15-minute Unit Timer appears at the Top of your Screen

12. If it is Not Possible to Complete your Transaction in the Allotted 15 Minutes, Save it as a Draft

* Mandatory field.

!!  TIP: About Navigating the Calendar

The Single Arrow next to the date Advances the calendar One month at a time. The Double Arrow Advances the calendar One year at a time.

!!   About MSRP, Irrevocable Date, and Closing Date 

• MSRP is the Manufacturer’s Suggested Retail Price. 

• Offers cannot be Canceled before the specified Irrevocable Date. 

• The occupancy Date is the anticipated date that your unit will be ready for you to move in, as agreed between you and your builder. They can’t fall on Holidays or Weekends.

19. Save the Transaction as a Draft

1. You can Save your Transaction as a Draft at any point after you enter the Purchaser's Information (Step 2) 

2. To Save your Transaction, go to the Bottom of the Screen and click Save As Draft

3. A Notification appears indicating the Draft was Successfully Saved

4. Once the Transaction Window closes, you are redirected to the All Transactions List, where your Transaction Draft is Listed

5. If you saved a transaction as a Draft after Step 3, the 15-minute Unit Timer is Activated 

20. Complete, Edit, Archive, or Void a Saved Draft

1. To Edit, Archive, or Void a Saved Draft, Locate your transaction on the All Transactions List or on the Drafts List

2. To Open the Lists, go to the Top Left of your screen, Click the Hamburger Icon (three horizontal lines), then select either All Transactions or Draft 

3. Locate the Draft on the List, and select it to Complete the Transaction

4. Otherwise, click the Three-Dot Action Menu, and select Edit, Archive, or Void Transaction

5. If the salesperson can’t complete the sale, they MUST VOID the saved transaction, Releasing the Property

!!  TIP: You Can’t Complete Your Saved Transaction Within 15 Minutes? Do this.

• Open the Transaction Draft

• At the Bottom of the screen, click Next until you get to Step 3 

• Save it as a Draft again

• The 15-minute Timer will re-Activate

The 15-Minute Unit Timer

21. About the 15-Minute Unit Timer

1. As soon as a Salesperson completes Step 3 of a transaction, the 15-minute Unit Timer gets Activated 

2. Once the Timer starts, the UNIT IS PUT ON HOLD FOR 15 MINUTES giving the Sales Team time to Finalize the Transaction

3. Any member of the team trying to Transact a Unit ON HOLD will receive a Notification message indicating another member of the team is transacting that Unit

4. After 15 minutes, even if the Status still appears as ON HOLD, if the salesperson Did Not Complete the Transaction, the unit becomes Available Again

Step 4 – Finalize the Document

22. Review Details, Select Inclusions, and Check Custom Fields

1. If applicable, Checkmark applicable Inclusions, if any

2. The Inclusion Options that appear in this Section were set up in the Contract Configurator as Field #1, Field #2, etc.

3. Add-Ons are pulled from the information entered in the Inventory Price Manager or Condo Unit Configurator

4. Adjust Add-Ons MSPR, if applicable 

5. Add  or adjust Purchase Price (Offer)* 

6. Review the Deposit Structure and make adjustments, if necessary

7. If you have added Custom Fields, they will show here

8. Click Next: Signing Order

* Mandatory field.

!! Would you like to Add more options to your Inclusions List?

Follow these steps to Add Extra Inclusions.

!! About Deposit Structure Calculations

As a result of the Deposit Information input in the Settings and the Product Price defined in Step 3, Bildhive calculates the Deposit Amounts, the Date for each deposit, and the Balance Due on Closing Date and displays them in Step 4. If necessary, you can Adjust the information manually.

Step 5 - Set Up Signing Order

Introduction:

In this section, you will find, from top to bottom, left to right):

• The option to require a Rep (the transaction Owner) to review the contract before it is sent 

• A list of cards, one per Participant

• A number to the left of each card, indicating the order in which the participants will sign the contract

• The Additional Recipients button that allows you to add more Recipients

The Sign Route Preview. The icon on the top right of each circle indicates the Action each participant needs to take when they receive the contract. Roll over the icon to see each person’s role

23. Indicate if the Transaction Owner Needs to Review the Contract 

1. To have the Transaction Owner Review and Make any Final Adjustments to the contract before sending it to be signed, go to the top of the section and select Requires Rep to Review Contract

2. Once you select this option, the Transaction Owner is placed at the Top of the Signing Route and is assigned Number Zero in the Signing Order

3. The Transaction Owner gets the contract through DocuSign 

4. There, they can make the necessary Adjustments and then send it to the rest of the Participants to be Signed

!! The ONLY people who can review contracts in DocuSign are the Transaction Owners.

Info: Reviewing the contract before sending it is particularly useful for omissions. 

As an example, if the buyer selects upgraded floorplans and they appear alongside the standard floorplans, you can add a Textbox saying "Not Applicable" over the standard floorplan.

24. Review and Adjust the Signing Order

1. Locate the Number to the Left of each signer’s card

2. If the order needs to Change, Roll Over the number and use the up or down Arrows to adjust it

25. Define Each Participant’s Action when Receiving the Contract 

1. Use the Dropdown menu to the Right of the participant's Name to select the action they need to take once they receive the contract, including, Sign, Receive a Copy, Approve or Don’t Send a Copy to this Participant

26. Create an Access Code to Add an Extra Layer of Security

1. Locate the Card of the Participant to whom you want to assign an Access Code 

2. In the Access Code field, enter a Code, such as a series of numbers, a word(s), or a combination of letters and numbers

3. Share the code with the Participant

4. To Skip this step, Leave the Access code field Blank

5. Participants who have been Assigned a Code must Enter it to Access the contract

6. Participants who Don’t Receive the Code will get a Notification to Contact the Sender (Rep) to request it

27. Define who Signs Online and Who Signs in Person

1. At the bottom of each signer’s card, Locate the Signing Process buttons

!! Can some Participants Sign Online and Some in Person?

Yes, but ONLY If you selected E-Signature as your Signing Method in Step 1. 

Make sure to indicate Who Signs Online and Who Signs in Person when you Define each Participant’s Action in Step 5.

28. Add More Recipients

1. Scroll to the bottom of the Signing Order section, click Additional Recipients, and Repeat the previous steps

29. Preview the Sign Route

1. The signing route appears on the right side of the screen

2. Roll over the icon on the top right of each circle to see what Action each participant needs to take once they receive the contract 

3. Changes to any information in this preview must be made on the Participants' Card to the left of the signing order

4. Once the information is correct, Scroll to the Bottom Right and click Next: Review and Send

Review and Send

30. Preview the Contract and Send it to all the Recipients

!!  Be Patient, it Takes a Few Minutes to Generate the Preview of the Contract 

Once the preview is generated, make sure to Review the Contract Carefully. To Navigate the pages, click the Thumbnails on the Left Navigation Bar.

1. Once the Preview of the Contract Opens, navigate through the pages to Review the Contract

2. Once you are done, close the Preview Tab

3. To Email the contract to All Recipients, click Send Contract 

4. To make Adjustments, scroll to the bottom of the screen and click Back

!!  Heads-Up When Using a Tablet

When using a Tablet, the Review and Send Screen opens up in a new Tab. Once you finish reviewing, you can close the tab. A Safari or Chrome browser will provide better Performance.

Signing E-Signature and Combined Transactions Electronically

31. How to Sign Electronically

1. Once the contract is sent, Participants should go to their Inbox

2. Open the email with the words Via DocuSign contained in the subject line, and click the Button inviting them to Sign, Review, Approve, etc.

3. They will be redirected to DocuSign

4. They must Sign in if they haven’t done so and then follow the Prompts to complete their required Action (Sign, Review, etc.)

!!  Emails are sent according to the Sign Route that was defined in Step 5. 

In the Detail Tab, under the Progress Column, you can see who has signed, reviewed, etc., and who still needs to sign, review, etc.

Signing Combined Transactions in Person

32. Select the Participants who Need to Sign in Person

1. Once you send out the contracts, you are redirected to the Transaction’s Detail Page with the Documents tab open

2. If one or more of your participants need to sign in person, find the Action column to the right of the Document, and click the Three-Dot Action Menu 

3. From the Dropdown, select Process in Person Signing

4. The In-Person Signing Pop-up opens

5. From the Select Signer dropdown, select the Name of the person who needs to Sign, then click Process

6. You are Redirected to DocuSign

7. Sign in, if you haven’t done so already

!! Are all of your Participants signing in Person?

Then, follow the Print & Sign Signing Method.

33. Open DocuSign and Download the Document

1. Once the Document opens in DocuSign, go to the Top Right and click Other Actions

2. From the dropdown, select Print & Sign and select if you would like to Upload or Fax the Document once it is Signed

3. Then Download the Document and follow the prompts 

34. Have the in-Person Signers Sign the Document, then Upload or Fax it to DocuSign

1. Have the Downloaded Document signed, then click Return Document, and follow the prompts

2. If it is not possible to sign the document immediately, you will need to repeat Steps One and Two, then click Return Document, and follow the prompts

!! Make sure to Upload or Fax the Document that contains all the signatures.

!! Don’t forget the Cover Page

If you are Faxing the Document, make sure to include the Cover Page provided by DocuSign.

View Transactions Details on the Details Screen

35. The Transaction’s Detail Screen

Once the contract has been sent, you will be redirected to the Transaction’s Details Screen. This screen has several tabs:

• Details 

• Purchasers

• Documents

• Participants

• Notes

• Timeline

Can’t see the tabs? Scroll up, as they may be hidden.

The Documents tab is selected by Default. To Navigate between the tabs, click on them.

Documents Tab

36. Transaction Documents Tab

Introduction: 

All the Documents for this Transaction are Housed in this Tab: the Contract Template (in this case, Agreement of Purchase), any Amendments (documents that require Approval/ Signature), Add-Ons Contracts (Parking Spots, Lockers, and Bike Racks), and Supporting Documents (a passport, if this was used to identify the user).

37. Review the Transaction’s Information and Documents 

• Type of Agreement (in this case, Agreement of Purchase)

• Offer Type (in this case, Conditional) top right

• Document Name (name of the template used)

• Transaction Owner

• Date Created

• Progress (Delivered, Pending, Completed, Archived, Voided, etc - see note below)

• Action, if Pending (Click the Three-dot Action Menu and select to Resend, Void Transaction, Process in Person Signing, or Preview the Contract)

• Action, if Complete (Select to Download a signed Zipped file with the pdf of the signed document or to Preview it)

• Refresh  (at the very top right of the screen) 

• Download PDF (next to the Refresh button) this downloads a PDF of the Details Screen and attaches the Licence or Passport if scanned)

!!  Does the Progress Column show 1/2 Signed or something similar?

1/2 Signed means that One out of Two people has signed. 2/3 Signed means that Two out of Three people have signed. Hover over the Text to see who Has Signed and who has Not Signed Yet.

38. Add Amendments and Additional Documents that Require Approval or Signature

Info: In this section, you can create additional Documents that require a Signature /Review, such as Amendments. These documents are created similarly to transactions.

1. At the bottom of the Amendments section, click Create Amendment/Document, then complete the Three Steps:

2. Step 1 Choose Template

• First Select Signing Method

• Then, Select the Document Template* from the Dropdown or, Configure it using the Contract Configurator and then select it from the Dropdown

• Fill in any required Fields 

• Click Next

3. Step 2 Signing Order

• Review and Adjust the Signing Order

• Select whether the participant Needs to Sign, Receives a Copy, Needs to Approve, or if they don’t need to do any of the above, select Do not Send a Copy to this participant 

• Add an Access Code if Necessary

• Below the participant's email address, locate the Signing Process Section and select whether they must sign Online Through DocuSign or in Person

• Add any Additional Recipients if Necessary

• Move the Slider to Preview Signing Route 

• Hover over each Participant to reveal their Signing Information

• Click Review and Send 

4. Step 3 Review and Sign

• The preview opens in a new Tab, Review the Contract

• Close the Preview

• If all is okay, click Send Contract

• Otherwise, click Back and make the necessary adjustments

* Mandatory field.

39. How to Upload a Signed Amendment or Document

1. Scan the document to your computer or phone using one of the scanning apps (for example, Scanner) and save it as PDF

2. To Upload the pdf of the signed document to the Transaction Manager, go to the Transaction’s Detail Screen

3. Ensure you are in the Documents Tab, then scroll down to Supporting Documents 

4. At the end of the row, locate the Action column, roll over the Three-dot Action menu, and select Upload

5. Confirm that the file is the Signed Copy of the transaction and Upload it under the Progress column, the document will appear as Complete

40. Create Add-Ons Contracts

Info: In this section, you can create additional Documents for Add-Ons. These documents follow the same steps as transactions.

1. Below the Amendments section, click Create Add-Ons Contract, then complete the Four Steps:

2. Step 1 Provide Transaction Information

• Signing Method* is E-Signature or Print and Sign 

• Select Offer Type*

• If already configured, Select the Agreement of Purchase Contract Template* from the Dropdown otherwise, Configure it using the Contract Configurator and then select it from the Dropdown

• Click Next

3. Step 2 Provide Participant Information

• Provide Purchaser(s)

• Purchaser’s Reps

• Purchaser’s Tags (if applicable)

• Click Next

4. Step 3 Provide Add-On Details

• Add-On(s) Number(s) and Price(s)

• Enter Add-Ons MSRP

• Enter Closing Date Type (Tarion), Occupancy Date* (1st Tentative), Irrevocable Date*, Outside Occupancy Date (Tarion)* 

• Click Next

5. Step 4 Finalize Document

• Review and if all is Okay

• Click Next: Review & Download

6.  Download, Sign, and Upload the Signed Document

• Download the Document

• Print the downloaded document

• Have it Signed by all parties

• Upload the Signed Document

* Mandatory field.

41. How to Upload a Signed Contract

1. Scan the document to your computer or on your phone using one of the scanning apps (for example, Scanner) and save it as PDF

2. To Upload the pdf of the signed document to the Transaction Manager, go to the Transaction’s Detail Screen

3. Make sure you are in the Documents Tab, then scroll down to Supporting Documents 

4. Locate the Action column, Roll over the Three-dot Action Menu, and select Upload

5. Confirm that the file is the Signed Copy of the transaction and Upload it

6. Under the Progress column, the document will appear as Complete

42. Add, Download, and Delete Additional Supporting Document Templates 

1. To add a Supporting Document Template, go to the bottom of the section and click Add Document

2. In the Create Supporting Document pop-up, click the Dropdown and select a Template

3. Click Review & Create 

4. In the Document Type section, Select Amendment or Document

5. Fill in the Information if necessary

6. Click Review and Create  

7. Review the Document and click Save Document

8. To Download/ Delete, locate the document in the Supporting Documents List

9. At the End of the row, click the Three-dot Action Menu and Select Download/Delete

10. To delete in Bulk, select more than one Document, and, at the top right, click Bulk Actions and select Delete Selected Documents

11. Confirm Delete

43. Upload Additional Supporting Documents

1. To Upload a file, go to the Top Right of the Supporting Documents section

2. Click Upload File

3. Select a File from your computer (like a picture or copy of a passport)

4. Click Open

5. To Download or Delete, locate the document in the Supporting Documents List

At the End of the row, click the Three-dot Action menu, and Select Delete

6. To delete in Bulk, select more than one Document, and, at the top right, click Bulk Actions and select Delete Selected Documents

7. Confirm Delete

!! You can upload a picture or scan of the purchaser's ID here.

Details Tab

 44. View the Transaction Details

• A Summary of the Offer Details

• The Purchasers Details

• The Deposit Structure

• Product Details, including Floorplans

• The labels at the Top Right of the screen provide Transaction Details like All Contracts Signed, Sold, etc.

• At the very top right of the screen, you can Refresh the screen

• Next to the Refresh button, you can Download a PDF of the Details Screen and the Licence or Passport if scanned

• Add-Ons Details

Purchaser’s and Rep’s Tab

45. View and Edit Purchasers’ and Purchasers’ Reps Info or Add New Ones 

1. To Edit the Purchaser’s or a Rep’s Info, click on the Pencil Icon

2. Adjust the Information in the Edit Pop-Up

3. Click Update

4. To Delete a Purchaser’s or a Rep’s Info, click on the Delete Icon

5. Click Delete

6. To Add a Purchaser, Agent, or Lawyer, click Add Purchaser, Add Agent, or Add Lawyer

7. Provide the Information

8. Click Add

!!  You can’t Edit the Purchaser’s or Rep’s Info?

Only the Transaction Owner can edit the Purchaser's and Purchaser Rep's Information, and only While the Transaction is Pending. It is Not Possible to edit the information after the transaction has been Completed.

!!  Why is it Locked?

Participants who are Signers of a contract cannot be Edited or Deleted.

Internal Participants Tab

Info: Internal Participants are the Default Participants that Sign the document.

46. View and Edit Internal Participants

1. To Edit or Delete an Internal Participant, locate their Card

2. Click the Three-Dot Action Menu

3. To Update Participant’s information, select Edit, adjust the info, and click Update

4. Updates will be reflected in all New Transactions and all the Pending transactions in which the participant participated as long as these have No Signatures yet

5. You can also Change the Internal Participant’s Information from Settings

!!  Things to Know About Editing the Internal Participant’s Info. 

• The TRANSACTION OWNER is the ONLY person who can Edit the Information about Internal Participants

• DocuSign has to have the Envelope Correct Function enabled

• Transactions need to be Pending and have No Signatures

• Adjustments can’t be made to Transactions that are Completed or that are Pending and have Signatures. You’ll need to create an amendment in order to indicate any changes.

!!  Why is it Locked?

Transaction Owners cannot be Edited.

Notes Tab

Info: The Notes tab allows you to make Notes. They will be Listed with their subject and the date they were created.

47. Add, Edit, and Delete Notes 

1. To Add a Note, Click on Add  New Note

2.  In the Add New Note Pop-up, Provide a Subject*

3. Fill in the Body of the note 

4. Click Create

5. To Edit a note, Locate the Note in the Notes List

6. Click on the Pencil Icon at the end of the Row, make the edits, and click Update

7. To Delete a note, click on the Delete Icon and confirm Delete

* Mandatory field.

Timeline Tab

48. See the Activities of this Transaction

Info: This Tab displays a Detailed Timeline of this transaction's activities from the time the transaction was created.

Print & Sign (signing method)/ Any Type of Agreement / Any Type of Offer 

!!  Download, Print, Scan, Sign, and Upload

To use the Print & Sign signing method, you must Download the Completed Agreement, get all parties to Sign it, then Scan the Document to your Computer, and Upload the scanned signed document to Bildhive.

49. Prepare a Document for the Print and Sign Signing Method

1. You Do Not Need to Integrate with DocuSign  

2. In Step 1, select Print and Sign as the Signing Method 

3. In Step 2, Add the Tenant’s and Reps’ information

4. In Step 3, provide Product Details including Dates

5. In Step 4, enter Inclusions, Pricing, Deposit Structure, and other necessary information, then click Next: Review & Download

6. Review the contract carefully and click Create Transaction

!! Don’t Forget

You must DOWNLOAD THE DOCUMENT and get it Signed by all Parties.

50. Download the Document to be Signed by all Parties

1. To Download the main document, make sure you are in the Documents tab, locate the Document in the list of documents, go to the Top Right, and select Download

2. Print the downloaded document

3. Have it signed by all parties, then, Upload the Document

4. To Download any other document, make sure you are in the Documents tab, locate the Document in the list of documents, go to the Action Column, click the Three-Dot Action Menu, and select Download

5. Print the downloaded document

6. Have it signed by all parties, then, Upload the Document

51. Upload a Signed Document

Scan the document to your computer or on your phone using one of the scanning apps (for example, Scanner) and save it as PDF

1. To Upload the pdf of the signed document to the Transaction Manager, go to the Transaction’s Detail Page

2. Make sure you are in the Documents Tab and scroll down to the Document 

3. At the end of the row, locate the Action column, click the Three-dot Action menu, and select Upload Signed Contract

4. Select the Signed Copy of the Document and click Upload

5. On the Confirm Upload pop-up, click Continue

6. Once uploaded, the document will appear as Complete under the Progress column

!!  Stop. Confirm Before you Upload. 

Make sure the file you are uploading is the Signed Copy of the transaction.

Access your Transactions from the Left Navigation Bar

Introduction:

From the left navigation menu, you can access your settings and the different Transactions Lists, which include: 

• All Transactions (where all your transactions are Listed)

• Pending (Transactions that have been sent and are in the process of being signed)

• Completed (where your fully signed transactions are Listed)

• Drafts (where your Saved Drafts are Listed)

• Voided (where your Voided transactions are Listed)

• Archived (where you can see a list of your Archived transactions and notes explaining the reasons why they were archived)

52. Open the Left Navigation Bar

1. To Open the left Navigation Bar, go to the Top Left of the screen and click the Hamburger menu (Three horizontal lines)

53. Switch from the Card View to the List View

1. By Default, the transactions lists open in the Card View

2. To switch to the List View, go to the Top Right Corner of the screen and click the List View Icon

3. Unlike the Card View, which uses the Load More button at the bottom of the screen to View More Transactions, the List View uses the Page Navigation Menu at the Top Right of the screen

4. To select How Many Transactions to Display on a Page in the Card View, click the 10/page Dropdown and Select a Number

54. Rearrange the Order in which your Transactions Appear in the Lists

1. To change the order in which the Transactions are listed, go to the Top Right of your screen

2. Locate the Newest First dropdown 

3. Click and Select one of the following Options:

• Newest First

• Oldest First

• Price: Low to High

• Price: High to Low

• Unit Order Ascending

• Unit Order Descending

• Status in Ascending (Completed, Pending, Draft, Voided)

• Status in Descending (Voided, Draft, Pending, Completed)

!! Tip. The ‘List View Doesn't Show the 'Newest First' Dropdown.

So, FIRST Select the Order you wish to view on the Card View, then switch to the List View.

55. Download Transactions in Bulk 

1. To Download Some or All of the Transactions in the All, Pending, Completed, Draft, or Voided Transactions Lists, open the List that contains the transactions you wish to download

2. To Download All the transactions, go to the Top Left of the Screen, click the Bulk Action dropdown, and select Download All

3. To Download a Selection of Transactions, Select the Transactions you wish to Download

4. Go to the Top Left of the Screen, click the Bulk Action dropdown, and pick Download Selected

5. You will receive a Link to download the selected transactions Via E-mail

6. Click on the Link to Download a Pdf of the APS