Linking And Signing Using iinked Sign™ from CREA WEBForms® – Syngrafii

REALTORS® can link with CREA WEBForms® and sign purchase agreements using iinked Sign™ or VSR™ for better compliance and customer experience. No need for special apps, printers, or scanners. Provides the speed, safety, and compliance of executing real estate documents with a level of service, privacy, and non-repudiation.

1. 1. Log into your CREA WEBForms® account and click on the Apps Store icon from the left panel. On this page, click on the Link button under the Syngrafii iinked Sign™ section to link your iinked Sign™ account.
  2. This opens up the iinked Sign™ portal and navigates to the login page. If you are already a user of iinked Sign™, log in with your credentials or else click on the SignUp link in the top-right corner to sign up for a free 30-day trial account. Once you sign up for a new account, go back to the WEBForms® page and click on the link button to log in.
  3. On successful login to the iinked Sign™ portal, the platform will prompt you to allow authorization to the CREA WEBForms® application. Click on the Authorize button.
  4. Once authorized, your iinked Sign™ account gets linked to your CREA WEBForms® account. As confirmation, the Link button on the WEBForms® Apps store page changes to Unlink.
  5. To complete a signing using the iinked Sign™ platform, navigate to the Transactions page by clicking on the home icon on the left panel and then select one of the transactions to send for signing. Once populated, click on the Go to Forms link under the Forms section.
  6. Select the forms(s) you would like to send to iinked Sign™ and then click on the basket image in the top right corner.
  7. Then click on the pen icon (Send to Third Party Vendor) on the next popup window. You can also deselect documents at this point by clicking on the minus icon.
  8. On the next popup window, click on the iinked Sign™ link.
  9. This takes you to the Edit Package page in the Syngrafii portal. Here you have the ability to change the Package name and add additional information.
  10. Via the Global Auto Templates in iinked, the platform may automatically detect the document based on various criteria and then add the related signer groups and fields to the document accordingly.
  11. Here you can assign a signer group's role to a signer. Under the Add Signers & Recipients section, clicking on the first drop-down menu displays all the available signer groups for the Auto Detected documents. Selecting one of the signer groups will populate the signer roles in the second drop-down menu.
  12. After selecting the signer group and role, input the signer details, and then click the Add button to assign the signer role to that signer.
  13. Under the Add Documents section, you can remove documents and also add additional documents if required. The platform will automatically detect the new documents added and also add the signer groups and fields for those documents.
  14. Once all the required information has been filled in on this page, click on the Next button in the top right corner to navigate to the templating page.
  15. On the templating page, all attached documents will be displayed, each pre-templated with signature and initial boxes. You can add extra fields or remove pre-templated ones if necessary.
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See: How to Template a Document
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  16. After templating the documents simply click on the Send button in the top-right corner to send the documents to the signers. Once all the signers have signed the documents, you will receive a confirmation email with the finalized documents.
  17. You can also request the MasterFile (Audit Trail) by clicking on the View MasterFile link.
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See: Details included in the MasterFile™ Audit Trail
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