DocuSign® Transition Instructions for Members Joining Tri-County from Another Association
DocuSign® is a FREE service for members of Tri-County Suburban REALTORS®.
To apply for membership as a Primary or Secondary member, click here.
Once your application is processed, follow the directions below to activate your FREE DocuSign® Account.
How to Activate Your FREE DocuSign® Account as a Member Joining From Another Association
Members must contact Jeri O’Hara at johara@tcsr.realtor to receive a DocuSign Activation Email.
Tri-County provides ONE DocuSign® account per member.
Important Note: In order to link Lone Wolf Transactions (zipForm® Edition) & DocuSign, you must activate your FREE DOCUSIGN ACCOUNT FIRST via the activation instruction above.
The remaining steps to link the accounts can be found here.
Important Notes for Transfer Agents
I still have an active DocuSign® Account with another Association.
To obtain a FREE DocuSign® Account from Tri-County Suburban, members MUST email johara@tcsr.realtor to receive a DocuSign® Activation Email, even if they have an active DocuSign® Account with another Association.
While members have an active DocuSign® Account with another Association they have the ability to switch between accounts. This functionality is only available while the member’s previous Association’s DocuSign® account remains active.
Click Here for Instructions to Switch Between DocuSign® Accounts.
Important Note: When the other Association DocuSign® Account is deactivated, all documents and transactions associated with that account will be no longer be accessible. Documents & transactions DO NOT automatically transfer to the Tri-County account.
Advised Action for Agents: Agents should download all files, templates, and closed transaction documents saved in their previous DocuSign® accounts. Once an association’s partnership with DocuSign® ends, access to the account and all associated transaction history, documents, and activity tied to that account may no longer be available.
I want to keep the same email address for my DocuSign® Account with Tri-County that I am using with another Association. Do I need to use a new email?
Members do not need to use a new email address for their Tri-County Account.
If a member chooses to use the same email address for both accounts, they will be able to switch between accounts and select a default account, which is the account they will automatically enter upon login. This functionality is only available while the member’s other Association account remains active. If the other account is deactivated, all documents and transactions associated with that account will be deleted and will not automatically transfer to the Tri-County account.
How do I save my 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.