These are instructions on how to send the EZM required E Sign documents to sellers who have opted to be TXOAG Authorized to Serve or are signing up for EZM.

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Templates in Zoho Sign | Send Documents for Signature | E-Signing after Seller Signs

Templates in Zoho Sign

• Out-of-Network Vendor Docs (EZM Contract, EZM NDA, TXOAG SOP, TXOAG 1789, TXOAG 1799)

• In Network Vendor Docs (EZM Contract, EZM NDA, Code of Conduct, TXOAG SOP, TXOAG 1789, TXOAG 1799)

• TXOAG Authorized to Serve Docs (TXOAG SOP, 1789, 1799)

• EZ Messenger Code of Conduct

• Vendor W9

Send Documents for Signature

1. Go to Zoho Sign (Log in with the Zoho account log info)

2. To the left, hover over the red plus sign icon and choose the Use Template option.

   

3. You will receive a pop-up, determine which document you need to send, hover over the document name and click the Use Template button.

   

4. Another pop-up will appear. Enter in the seller's email address (the one associated with their EZK account) and their full name in the fields provided. You can leave all other options as is. Click the Quick Send button once finished.

   

5. The documents will be sent directly to the Seller to sign.

   Example of email seller will receive

   

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   E Signing after Seller Signs

1. You will receive two emails notifying you of the document being signed by the seller and another asking for your signature. Click on the Start Signing button in the email or go to Zoho Sign and you will see a notice that there are documents waiting for your signature.

   Examples of the email notice to sign and the notice for signature on Zoho Sign

   

2. Once on the document to sign, click the check box to the disclosure and click Agree and Continue.

   

3. The document will guide you on clicking on the fields. They should auto-fill as you click. Once done, click the Finish button in the top right corner of the page.

4. You will be directed to a screen that asks if you want the document emailed or if you want to download. The document will already be emailed to Vendor Recruiting so you do not need to choose the email option. You can choose to download now, or when the email comes to Vendor Recruiting.

   

5. You will receive an email shortly after you sign, and you can download the documents. You will then need to go to the Seller's Profile in EZ Knock and upload the documents in the Other Documents section.

   

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   Important Information

• When uploading the documents to the Seller's Profile, the EZM NDA, Contract, Code of Conduct do NOT have an expiration date. Be sure to put the document name in the Reference Number Field.

• The TXOAG SOP, 1789 AND 1799 documents do have an expiration date of 1 year after the initial sign date.

• If the Seller is Out-of-Network they will NOT have a Code of Conduct included in their documents to sign and you can remove that qualification from the Seller's qualilfications.