DocuSign® Transition Instructions for Members Joining Tri-County from Another Association
How to Activate Your FREE DocuSign® Account as a Member Joining From Another Association
DocuSign® is provided at no cost to members of Tri-County Suburban REALTORS®. Tri-County provides ONE DocuSign® account per member.
STEP ONE: Membership Application
If you haven’t already, apply for membership as a Primary or Secondary member, click here.
Once your application is processed, and you receive your Welcome Email, follow STEP TWO below to activate your FREE DocuSign® Account.
STEP TWO: Obtain Activation Email
Members must contact Jeri O’Hara at johara@tcsr.realtor to receive a DocuSign® Activation Email.
Important Note: It is ESSENTIAL to activate your FREE DocuSign® account FIRST before linking it to Lone Wolf Transactions (zipForm® Edition). Detailed instructions on linking account can be found here.
Important Notes for Transfer Agents
Existing DocuSign® Account
If you already possess an active DocuSign® account from another Association, you can still obtain a FREE DocuSign® account through Tri-County Suburban.
Members Who Wish To Use The Same Email Address
Click Here for Instructions to Switch Between DocuSign® Accounts.
Retention of Documents from Previous DocuSign® Accounts
Documents, transactions & templates DO NOT automatically transfer to the Tri-County account.
When another Association DocuSign® Account is closed, all documents, transactions & templates associated with that account will be no longer be accessible.
Advised Action for Agents: Agents should download all documents, transactions, and templates from their previous DocuSign® accounts.
How to save previous Agreements from Inside DocuSign®
- Go to your Agreements (or Inbox) tab, and locate the completed document(s).
- Choose file format: Click the Download icon or button. You can choose to download it as a single combined PDF, separate files, or include a Certificate of Completion.
How to save Templates?
Click here for Instructions to Download Templates.
To Download MULTIPLE Templates at Once:
- Go to the Templates page.
- Select the All Templates view and locate the templates you want to download by searching, filtering, or simply scanning the list.
- Select the checkboxes next to the templates that you want to download.
- Click the more action menu and select Download. A .ZIP file containing copies of the selected templates in JSON format is saved to your Downloads folder.
How do I upload my Templates to my new account?
Click here for instructions to upload templates.
Will my integrations (MLS, ZipForms, etc.) carry over to the new account?
You will need to relink your DocuSign® account to any previously integrated platforms.
How long does it take to set up the DocuSign® account?
The time it takes to set up a DocuSign® account typically depends on how it was received (phone or email), but the process can be completed in less than one business day.
For escalations, please call the office: 610-560-4800.
DocuSign® Support
For technical problems or questions, please visit the DocuSign Support Center.
As of November 18, 2020, all support cases must initiate through the DocuSign Support Center website.
- In order to receive support from DocuSign, members must visit this link and Open a Case.
- Once selected, members must select Continue under the eSignature, IAM Applications, Rooms, CLM and Notary side.
Cases are answered within 24 hours.
Visit this How-to video for further support.