Access official document templates in Real Signature.
- Login to reZEN
- Click Real Signature > Document Templates > Library
- The Company tab shows company-wide templates.
- You'll have a tab for each state you are licensed in, with State-specific templates approved and uploaded by your Broker.
- To use a file from the Library, click the three dots next to the template, then click move copy to.
- Select which folder to place your template. By default, everything will go to "My templates" which has all of your templates.
- Click Move as copy and the template will go into your Real Signature account. You can begin sending the template.
Comments
0 comments
Please sign in to leave a comment.