Using Transaction Desk and Authentisign to make an Offer
1. To start a TransactionDesk transaction from a listing your buyer wants to offer on, below the picture,
click the Scroll and Pencil icon in the “Full View” of the MLS listing.
*This will take about a minute to create.
2. The page that comes up will be prepopulated with much of the information you already need. Simply
fill out the rest Details page with as much information as you know (i.e. Purchase Price, PSA date,
possession, etc), then hit save.
3. Next, go to the Contacts tab
4. Add your Buyers by selecting “Add Transaction Contact” on the I would like to Menu, and clicking the
Blue Arrow to ‘Go’.
5. Next, on the “Contact Type” select “Buyer” from the drop down menu.
6. Fill in your Buyer’s First and Last Name and Email, then click Save. You can fill out the other information
if you like.
7. If you have a second Buyer, repeat steps 4-6.
8. Once you have all your Buyers entered, go to the Forms tab.
9. First, Delete Forms you do not need by clicking the checkbox next to the unwanted forms, then select
from the I would like to menu “Delete Selected Forms”, then click the blue arrow to Go. Skip this step if
you do not need to delete any forms.
10. Next, Add any additional Forms you need by selecting from the I would like to menu “Add New Form”
and click the Blue arrow to Go. If you do not need any additional forms, skip steps 10-13.
11. Type in part of the name of the form into the Search bar and hit the blue magnifying glass to Go.
12. When you have searched, a popup will come up telling you how many results you have. Click the Okay
to get rid of it.
13. Scroll down through the list until you see the Green highlighted forms and click on the one you want so
that it turns Dark Blue. Then click “Add Selected Forms” at the bottom.
14. Repeat steps 10-13 for all additional forms you need.
15. Next, you’ll want to fill out your forms. A lot of the information will be prepopulated from previously
filled out fields. Also, any information you enter into one form that appears on another will be filled
out. Click on the name of the form to begin.
16. Fill out the form. Once you’ve filled out all the information, click on File, Exit to get back to your forms
list.
17. Repeat step 15-16 until you’ve filled out all the forms. Then, go to the Documents tab.
18. This tab will hold any supplements attached to the listing, and will be a place you can upload any
scanned documents you need signed. If the agent gave the document a proper name like “Legal” and
“Form 17”, you don’t need to do anything, and skip to Step 24. If a document is called “Matrix
Supplement” you’ll want to rename it so you know what it is. First, find out what the document is by
clicking on the name “Matrix Supplement”.
19. You will either see the document in TransactionDesk’s native viewer, or it will download to your
computer. See what form or document it is. Once you’ve noted that, if it opened on your computer in
Adobe Reader, exit out of the document, otherwise continue to the next sentence. To get back to the
Document list, click “Return to Documents.”
20. To rename the document, click on the blue circle with the i.
21. This will open up a small menu below the document. Select “Rename Document”.
22. Give the document a new name based on what form or document it was (i.e. Form 17, Legal, etc), then
click the blue save disc icon to Save.
23. Repeat Steps 18-22 for each document named “Matrix Supplement.”
24. Once all documents have the appropriate name, it’s time to move onto Authentisign. Click on the gray
Authentisign tab. By going into Authentisign this way, Authentisign will know you want to work with
this specific transaction.
25. Authentisign will auto generate a name based on the name of the transaction (most like the address).
You can change that if you would like. Make sure “Simul-Sign” is selected. Then click on Authentisign’s
“Step 2: Participants”.
26. Since you already added your Buyers through TransactionDesk’s Contacts, click on “Transaction:
[transaction name]”.
27. Click on the checkbox next to your Buyer(s) name(s), then click Add and your selected Buyer(s) will be
added to the transaction.
28. Next, click on Authentisign’s “Step 3: Document”.
29. The very top option should be your transaction, “[transaction name] Forms and Documents”. Click that
to bring up the Forms and Documents from your transaction.
30. Click the checkbox next to all the Forms and Documents you need Authentisigned. Then click the blue
“Add”.
31. Authentisign will then prompt you to confirm your signers and their position. Your buyers should
already be in the Buyer positions. If not, select their name from the drop down menu under Buyer 1
and 2. Then click “Save”.
32. You will then have a list of documents that have been added to the authnetisign with little paper
symbols. Forms from the Forms section will have fancy paper symbols that include a gear and yellow
signature boxes. This means Authentisign already knows where to put signatures and initials (with the
exception of a few optionals parts of forms you might need to manually add). Documents from the
Documents section will appear as plain white papers symbols. This means Authentisign does not know
where to put signatures and initials and you’ll have to add them manually.
33. Next click on Authentisign’s “Step 4: Design”.
34. At this point you can casually scroll through the document, just double checking that signature and
initial boxes are in the right place, until you get to the “Documents” that Authentisign doesn’t know
where to sign. Click on “Drag & Drop” to open the Drag & Drop menu. Then, drag and drop the initial or
signature icon to the document wherever it should go.
35. Once you let go, you will see a small menu pop up beneath the initials/signature. Click on the gear icon
and select “Add Date Stamp.” You can freely position the date stamp wherever it is most convenient
and still evident that it belongs to that initial/signature.
36. If you have a second signer, click on the blue box with your first signers name and change it to your
second signer. Then repeat Step 34-35 to add their initial/signature.
37. Repeat steps 34-36 until you have all the required initials and signatures. Then click the blue “Next”
button to continue.
38. You can now send out the invitations to sign. Optionally, you can choose to customize the Subject and
Content of the email your signers will receive, or not and go with the default message.
39. Once invitations have been sent out, your clients will receive an email giving them instructions on how
to sign. Once they have signed, you will receive an email with the final document from Authentisign.
Click the first “Click Here” to download your signed document.
You are now done.