Signing the PEAD Documents

How to use + DocuSign to complete PEAD forms

As a buyer agent if the Listing Agent has provided the PEAD documents in a property package, you can quickly access and sign the documents using and DocuSign.

How It’s Done

Step 1- Navigate to the Property Package

If the listing team has shared the package with you in your account, navigate to the For Buyer’s tab and select the package. 

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Step 2- Check for PEAD Documents 

Check to see if the documents have been provided by the listing agent. If the PEAD documents have not yet been added to the package please contact the listing team and ask them to add the PEAD forms to the property package in 

Step 3- Login to DocuSign

Click the DocuSign button found above the coversheet. You will be prompted to sign into your DocuSign account before you choose which documents you would like to send. ​Screen Shot 2020-05-20 at 4.29.21 PM

⭐ Follow the prompts to sign into your DocuSign account. Screen Shot 2020-05-20 at 4.32.06 PMScreen Shot 2020-05-20 at 4.33.08 PM

Step 4- Indicate Recipients

Add the names and emails of the individuals who will be signing the documents. There is an “Add” option on the left side of the screen that will allow multiple emails to be added to the envelope.

To ensure that the listing agent receives a copy of the completed documents add their name and under the “Role” column change the setting to “Receives a Copy”.Screen Shot 2020-05-20 at 4.34.32 PM

Step 5- Choose Documents to Include

Select the documents you would like to send to DocuSign. Make sure the box is checked next to any document you wish to sign.​​Screen Shot 2020-05-20 at 4.35.30 PM

Step 6- Add a Message

Add a message to your clients, this might be a helpful place to indicate why this document needs to be signed.Screen Shot 2020-05-20 at 4.36.07 PM

Step 7- Review

You’ll be prompted to send the documents in an envelope to DocuSign. The documents will be in the draft folder, here you’ll be able to place the signature and initial tags as needed. Screen Shot 2020-05-20 at 4.36.37 PM

Step 8- Open DocuSign

​​When selecting the send to DocuSign option this will create an envelope. You will see a loading screen based on the progress. 

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Once the envelope has been created select the option to “Open DocuSign”. This will redirect you to a DocuSign page where signature tags can be added, and the envelope can be sent for the buyer’s review and signature.  


Q: What happens when I click Send?

  • A: When you click Send, you will be redirected to your DocuSign account to finish tagging the documents for signatures. Once you send the documents to be signed from DocuSign, you will be brought back to the package on

Q: Where is the envelope I started?

  • A: If you started an envelope and did not finish adding the signature tags you can access your envelope by going directly to your DocuSign account. Select the manage tab at the top of your screen. Here you’ll be able to click on the Draft section and see envelopes you’ve created in the past.Screen Shot 2020-05-20 at 4.39.38 PM