There are several out there but want my own system. Currently use [login to view URL] and have used dotloop, form simplicity and DocuSign. Looking for something similar . I came across an open source program on GitHub which may save work . Its called openesign. ([login to view URL])
Need to be able to add / delete users.
Save templates/contracts in folders
Upload to those folders (and name them). also upload other files to the folders from local computer
Email contracts and when person signs it is placed into the folder that it was created and sent from and sends notification to admin and the user.
Each agent should only be able to see there own files/folders.
admin should be able to see everything.
We send real estate contracts out and other minor stuff for esignatures. the contract once signed goes in a folder with a name we set and stays there for record keeping.
Joes buying a house.. I log in.. click forms button and a dropdown shows all the templates I have created.. I select the one I want to use and it pops on screen. I fill in the form fields click either save for later or send for signature. (send auto saves). It asks be to create a folder name. It then asks for email address and allows me to type a message. I click send and it goes to that person.. They click a link and it pulls up the contract/form and sign it and initial in those spots.. click done.... it saves and then sends user and the admin a notification that the signature has been complete. I attached a picture of appfiles to see how the folders show for the users.