Chapter 1

High-Rise - Purchase Agreements, Firm Offer

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

Chapter 2: Finalize High-Rise Purchase Agreements with Conditional Offers, 

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 Units and the Contract containing all the fields. After that, you fill out the Contract with the Transaction Information. Lastly, you Send the Contract to all parties for Approval, Signature, or Review.

!! MAKE SURE TO ADD ALL THE FIELDS YOU NEED TO APPEAR

The Transaction Management App pulls in Information about the Home Models, the Lots, and the Contract containing all the fields. After that, you fill out the Contract with the Transaction Information. Lastly, you Send the Contract to all parties for 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
  • Launch the Transaction Management App (TM)
• Define your Settings
  • Integrate with DocuSign
  • Add, Edit, and Delete Default Participants or Signers
  •  Adjust a Default Participant’s Info After You’ve Sent the document
  • Seller’s Agents – Complete or Adjust  RECO Information Guide and Self-Represent Form
  • About Inclusion Information
  • Add an Inclusion to the List
  •  Transaction Default Settings-Irrevocable and Cooling Off Dates
  • Add Deposit Structures
  • Set Irrevocable Date Limits
  • Add the Number of Installments per Each Structure
  • Add-Ons Deposit Structure
• Add a Transaction
  • Start a New Transaction
• E-Signature and Combined E-Signature+In-Person (signing method) Purchase Agreement (Transaction Type) Firm Offer (Offer Type)
  • Read this Before you Start your E-Signature Transaction.
• Step 1 - Provide Transaction Information
  • Provide Signing Method, Transaction Type, and Offer Type
• Step 2 – Provide Participant Information
  • Introduction
  • Scan Purchaser’s License or Passport on a Tablet
  • Upload a Picture of the Purchaser’s License or Passport from a Computer
  • Manually Enter the Purchaser’s License, Passport, or Other ID Information
• Step 3 - Provide Product Details
  • Provide Unit Details and Dates
  • Save the Transaction as a Draft
  • Complete, Edit, or Void a Saved Draft
• The 15-Minute Unit Timer
  • About the 15-Minute Unit Timer
• Step 4 – Finalize the Document
  • Review Details, Select Inclusions, and Check Custom Fields
• Step 5 - Set Up Signing Order
  • Introduction:
  • Enable the Sales Rep to Redline the Contract Before Sending to Signers
  • Review and Adjust the Signing Order
  • Define Each Participant’s Action when Receiving the Contract
  • Create an Access Code to Add an Extra Layer of Security
  • Define who Signs Online and Who Signs in Person
  • Add More Recipients
  • Preview the Sign Route
• Review and Send
  • !! STOP. Review Your Contract’s Size Before Sending
  • Review the Contract’s Size, Preview it, and Send it to All the Recipients
  • Did you receive an ‘Exceeded Maximum Size’ notification?
• Signing E-Signature and Combined Transactions 
  • How to Sign Electronically
• Signing Combined Transactions in Person
  • Select the Participants who Need to Sign in Person
  • Open DocuSign and Download the Document
  • Have the in-Person Signers Sign the Document, then Upload or Fax it to DocuSign
• Add a Purchaser After a Contract has Been Signed
  • Create an Amendment to Add a New Purchaser(s)
• Navigate to your Transactions
  • The Left Navigation Bar
• Actions Permitted by Transaction Status
  • Actions Chart
• View Transactions Details
  • The Transaction’s Detail Screen
• Details Tab
  •  View the Transaction Details
• Purchaser’s and Rep's Tab
  • View the Purchaser’s and Purchaser’s Reps Details and their Submitted Forms and Attachments
• Documents Tab
  • Transaction Documents Tab
  • Review the Transaction’s Information and Documents
  • Add Amendments and Additional Documents that Require Approval or Signature
  • How to Upload a Signed Amendment or Document
  • Create an Add-Ons Contract
  • Add, Download, and Delete Additional Supporting Document Templates
  • Upload, Download, Print, Delete, or Preview Additional Supporting Documents
• Internal Participants Tab
  • View, and Edit Internal Participants
• Notes Tab
  • Add, Edit, and Delete Notes
• Timeline Tab
  • See the Activities of this Transaction
• Edit Transactions
  • Edit Pending Transactions with No Signatures
• Print & Sign (signing method) Any Type of Agreement  Any Type of Offer
  • Prepare a Document for the Print and Sign Signing Method
  • Download the Document to be Signed by all Parties
  • Upload a Signed Document
• Access your Transactions from the Left Navigation Bar
  • Introduction:
  • Open the Left Navigation Bar
  • Switch from the Card View to the List View
  • Rearrange the Order in which your Transactions Appear in the Lists
  • Download Transactions in Bulk

Get Started

Launch the Transaction Management App (TM)

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.

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

!!  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).

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.

!! The fields that you see differ based on the contract template.

 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

Seller’s Agents – Complete or Adjust  RECO Information Guide and Self-Represent Form

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. From the Submenu, under Customization, select Seller’s Agents 

4. At the Bottom of the Seller’s Agents section, click Add Seller’s Agents

5. In the pop-up, fill in the information: Name,* Email Address,* Company, and Reco Registration Number*

6. Click Create

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

8. To Edit or Delete a Seller’s Agent, go to the Action Column to the Right of the Seller’s Agent and click the Pencil or Delete icon

9. Make the edits and click Update or Delete

 * Mandatory fields.

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).

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

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

 Transaction Default Settings- Irrevocable and Cooling Off Dates

1. The Transaction Default Settings include Irrevocable Days and Cooling Off Days

2. 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)

3. From the Navigation Bar, select Settings 

4. From the Submenu, under Customization, select Transaction Default Settings 

5. In the Days field, type the Number of Days after which the Transaction will become Irrevocable

6. The Irrevocable Date will be Automatically Calculated  by Adding the Number of Days you entered to the Contract Creation Date

7. Save the information

8. To Edit the number of Days, Repeat the Steps and enter a New Number

9. To Define the number of Cooling Off Days, enter a Number in the field

10. To Switch Off the Irrevocable Date, Termination Date, Closing Date, and Outside Closing Date, move the Sliders to the Right

!!  This is a Global Setting. 

Once you define it, it populates accordingly in your transactions.

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 Left Navigation Bar, select Settings 

3. On the Settings Submenu, select Deposit Structures

4. At the bottom Left of the Main Stage, click Add New Deposit Structure

5. In the Add New Deposit Structure pop-up, enter a Name* for the Structure

6. Click Create

7. If Different Products have different deposit structures, Repeat the process for each of your Products

8. To Edit or Delete a Deposit Structure, find the Action Column next to it and click the Pencil or Delete icon

9. Make the edits and click Update or Delete

10. Now, you need to Add the Number of Installments for each Deposit Structure; Follow These Steps.

!!  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.

Set Irrevocable Date Limits

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. From the Submenu, under Customization, select Irrevocable Date 

4. In the Days field, type the Number of Days after which the Transaction will become Irrevocable

5. The Irrevocable Date will be Automatically Calculated using this information

6. Save the information

7. To Edit the number of Days, Repeat the Steps and enter a New Number 

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.

Add-Ons Deposit Structure

!! Use Add-Ons Deposit Structure when transacting Add-Ons AFTER UNIT SALE. 

This allows you to set up a different deposit structure for these Add Ons  (Parking, Locker, Bike Rack). The Deposit Structure Must be defined with the Contract Configurator.

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 Left Navigation Bar, select Settings 

3. On the Settings Submenu, select Add Ons Deposit Structures

4. At the bottom Left of the Main Stage, click Add New Add On Deposit 

5. In the pop-up, Turn the switch On if you want the system to Calculate the Date Automatically

6. In the Deposit Date field, enter the number of days after the Offer date for this Add On deposit

7. In the Deposit Amount field, use the Slider to choose whether you want to enter a Percentage or a Dollar amount 

8. Then, Type in the corresponding Value into the field

9. Use the Change on Deposit Amount to Adjust The Deposit amount by Adding or Subtracting a value

10. Use the slider to choose whether you want to adjust it by a Percentage or a Dollar amount 

11. Then, Type in the corresponding Positive (to add) or negative (to subtract) Values into the field

12. Click Create

!! Sample Scenario 1: Adjust the Deposit by a Fixed Amount

If the deposit amount is initially set at $10,000 and you input $-2,000 in the Change on Deposit Amount field, the system will calculate and update the deposit amount to $8,000.

!! Sample Scenario 2: Adjust the Deposit by a Percentage

If the deposit amount is initially set at $10,000 and you input -10% in the Change on Deposit Amount field, the system will calculate and update the deposit amount to $9,000 (a 10% reduction).

Add a Transaction

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) Firm Offer (Offer Type)

Read this Before you Start your E-Signature Transaction.

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

For instructions on how to integrate with DocuSign, Click Here. 

!!  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 Each Participant’s Action 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 Identify the Participant’s Action concerning the Contract.

Provide Signing Method, Transaction Type, and Offer 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 Firm

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

5. Click Next

* Mandatory field.

!! 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 added with the Contract Configurator.

Step 2 – Provide Participant Information

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.

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.

!!  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).

!!  Is the information not coming in Properly?

Try Rebooting the tablet.

Upload a Picture of the Purchaser’s License or Passport from a Computer

1. Click Add Primary Purchaser

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

3. For License, click 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. For Passports, upload a picture of the Photo page 

7. Click Next

8. Review the Information in the Add Primary Purchaser’s form 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 License, Passport, or Other ID Information.

!!  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).

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.

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. Click Next

10. Save as Draft or click Next 

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

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

13. 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. 

• 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.

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

Complete, Edit, or Void a Saved Draft

1. To Edit 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

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

Review Details, Select Inclusions, and Check Custom Fields

Info: About This Section 

In this section you will review the Document Details, Select Inclusions ( if applicable), Add-Ons, Add-Ons MSPR, Purchase Price Offer ($), Deposit Structure, and any other Custom Fields (if applicable).

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 an Extra Inclusion.

!! 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 see

• The option to allow a Sales Rep 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

!!  Do you have Additional Purchasers?

The number of signing fields for purchasers is determined when the contract is configured. 

To allow additional signers, add more signing fields in the Contract Configurator.

Enable the Sales Rep to Redline the Contract Before Sending to Signers

1. To allow a Sales Rep to Review and Make any Final Adjustments to the contract BEFORE sending to the Signers, go to the top of the section and select Requires Rep to Review Contract

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

3. The Sales Rep gets the contract through their DocuSign account

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

!! Heads Up

To Redline the Contract, you MUST have DocuSign’s E-Signature for Real Estate License, be Logged into your Billdhive Account, and Integrated with Docusign using the SAME EMAIL ACCOUNT.

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

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

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

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.

Add More Recipients

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

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

!! STOP. Review Your Contract’s Size Before Sending

DocuSign has file size restrictions. Please ensure your document is under 25 MB and no more than 2,000 pages before sending it. If your contract exceeds these limits, it will fail to send.

For more information, click this link to DocuSign’s file size limitations or contact your Admin Team at Bildhive for help reducing or optimizing the file.

Review the Contract’s Size, Preview it, and Send it to All the Recipients

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

Once ready, the preview might open in a new tab. 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, make sure the Number of Pages is LESS than 2,000

2. Check the File Size by going to the top right corner, and clicking the Three-Dot Action Menu

3. Once the menu Opens, select Document Properties

4. On the Document’s Properties pop-up, find File Size

5. If the Number Is Lower Than 25 Mb, or 25,000 KB, then the file is Within DocuSign’s Limits

6. Then, navigate through the pages to Review the Contract 

7. Once you are done, close the Preview Tab

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

9. 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. 

Did you receive an ‘Exceeded Maximum Size’ notification?

1. DocuSign has a file size limit for uploads

2. If your Contract Exceeds This Limit, you'll receive a Notification stating: "The request size of [#] bytes exceeded the maximum size of [#] bytes."

3. If you Encounter This Issue, please Contact Us at support@bildhive.com  for assistance.

Signing E-Signature and Combined Transactions 

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

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.

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

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

!! For contracts with both e-signatures and multiple in-person signees,

Please upload ONLY the version that includes ALL THE SIGNATURES. There's NO NEED to Upload the version with Just E-Signatures.

!! Don’t forget the Cover Page

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

Add a Purchaser After a Contract has Been Signed

Create an Amendment to Add a New Purchaser(s)

1. When a Contract has already been Sent and Signed, but you Need to Add a New Purchaser(s), use the Contract Configurator to Create an Amendment to the APS to Insert the number of New Purchasers you need (up to 5) 

2. Once the contract Template is Ready, open the Transaction Manager app

3. Locate the Transaction in your Transactions List, access the Three-Dot Action Menu and click Edit

4. This will open the Documents Tab for the selected transaction

5. Scroll to the Amendments Or Documents That Require Approval/Signature section, and, at the bottom, click Create Amendment/Document

6. Choose a Signing Method

7. From the Dropdown, Select the Template you created , select Amendment as the Document Type, and click Next

8. Follow the Steps for the Signing Method you selected and finalize the amendment

!! Ensure the number of additional signatures specified in the Contract Configurator matches the exact number required and entered in the Transaction Manager. 

If there are discrepancies, any extra signatures added in the Transaction Manager WILL NOT APPEAR IN THE FINAL CONTRACT, even if the Transaction Manager allows you to add them.

Navigate to your Transactions

The Left Navigation Bar

Introduction:

Your transactions are organized by status as they are created. Use the Left Navigation Bar to filter and access your transactions. The following options are available:

• All Transactions – this displays All your transactions*

• Pending – this displays your Pending transactions*

• Completed – this lists all your Completed transactions*

• Draft – Select this option to view a list of your Drafts*

• Voided – Select this option to view a list of the transactions you have Voided*

• Archived – Select this option to view a list of the Archived transactions

Once on a list, you can apply Secondary Filters. Simply go to the Top Right and click Filters to open the dropdown with the filtering Options.

* These options open in the Card View by default, identified by the highlighted Card View Icon (orange squares) at the top right of the screen. Click the List Icon (squares and rectangles) to the right of it to switch to the List View.

Actions Permitted by Transaction Status

Actions Chart

1. You can take Different Actions depending on the Status of the Transaction

2. Check the Chart below 

!!  Transactions can ONLY be edited if they are still PENDING and NO SIGNATURES have been applied. 

Amendments can be added, and Supporting Documents uploaded at any point, but it is recommended to do so AFTER the contract has been COMPLETED.

View Transactions Details

The Transaction’s Detail Screen

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

• Details 

• Purchasers & Reps

• Documents

• Participants

• Notes

• Timeline

!! You do not 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.

Details Tab

 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

View the Purchaser’s and Purchaser’s Reps Details and their Submitted Forms and Attachments

1. Select the Purchasers & Reps Tab and locate the Person whose Information you want to View

2. To view the Forms and Attachments the purchaser has submitted, click the Person Icon

3. To view their Details, click the Eye Icon

Documents Tab

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/or Bike Racks), and Supporting Documents (a passport, if this was used to identify the user). 

Review the Transaction’s Information and Documents

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

• Offer Type (in this case, Firm) 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)

• Download PDF (at the very top right of the screen) this downloads a PDF of the Details Screen and attaches the Licence or Passport if scanned)

• Refresh (next to the Refresh button) 

!!  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.

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.

!! Upload the RECO Forms to this section.

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

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

Create an Add-Ons Contract

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.

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

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

Upload, Download, Print, Delete, or Preview 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, Print,  Delete, or Preview, locate the document in the Supporting Documents List

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

6. A Zipped File of the downloaded documents appears in your Downloads Folder

7. To Delete or Download in Bulk, select more than one Document

8. At the Top Right of the section, the Bulk Actions button appears

9. Click and select Delete or Download Documents

10. Confirm Delete

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

Internal Participants Tab

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

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 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.

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 Row, make the edits and click Update

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

* Mandatory field.

Timeline Tab

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.

Edit Transactions

!!  Transactions can ONLY be edited if they are still PENDING and NO SIGNATURES have been applied. 

Amendments can be added, and Supporting Documents uploaded at any point, but it is recommended to do so AFTER the contract has been COMPLETED.

Edit Pending Transactions with No Signatures

1. In these instances, an Edit button appears at the Top Right Corner of the screen

2. Clicking on the button will bring you back to Step 1 of the Transaction Process

3. Complete the Steps with the Adjusted Information

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.

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 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.

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

Upload a Signed Document

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 Page

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

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

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

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

7. 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)

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)

Switch from the Card View to the List View

1. By Default, the transaction 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

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.

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  one of the Download options

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

4. Click on the Link to Download the Zipped file containing your requested downloads

5. Downloads include a CSV of any Forms submitted, the APS, and Legal Information, and any Amendments or Docs that Require a Signature 

6. Completed E-Signature Transactions include the Certificate of Completion from DocuSign