• Developed Online Lease Application Agreement Form to capture user information.

• Integrated  User data captured from website to PDF generator using Legal Signing Software and Gravity Forms.

• Completed Buyer Representation Agreement using Legal Signing plugin to create pdf documents and workflow signing

• Met with Andre and Briana to present and discuss the Buyer Representation Agreement Gravity Form
• Modified and corrected the Buyer Representation Agreement Form, for multiple Signers.

• Modified Buyer Representation Agreement Form workflow.
• Edited Buyer Representation Agreement pdf document to capture user input from the website.

• Met with Andre and Briana.
• Went through Buyer Representation Agreement and identified changes that needed to be made.

• Buyer Representation Agreement Individual Signer:
  • Include client and agent initials.
  • Modification to look identical to the actual Representation Agreement form.

• Buyer Representation Agreement for Individual and Multiple Signers:
  • Include client and agent initials.
  • Modification to look identical to actual Agreement contract.

• Online screenshare with Karen Anstead to view error
• Troubleshooting to determine why users are being logged out after a period of time
• Redesigned login process to remove time out
• Tested time out
• Updated 1-4 Family Residential Contract
• Created sticky footer to force footer to bottom of the page on short pages
• Additional styling edits

• Developed an electronic form for  Infomation about property insurance.
• Tested Infomation about property insurance electronic form.
• Prepare Sellers Disclosure PDF Form with input fields.

• Prepare Sellers Disclosure Form to include Adobe PDF input fields

Listing Agreement:

• Developed Electronic Document For Addendum for Lead-based paint
  • Updated Gravity Form
  • Create Signing Project With Legal Signing
• Developed Electronic Document For Request for mortgage information
  • Prepared PDF for electronic input
  • Updated Gravity Form
  • Create Signing Project With Legal Signing
• Developed Electronic Document For Request for information from an owners association
  • Prepared PDF for electronic input
  • Created and updated Gravity Form
  • Created Signing Project With Legal Signing

• Developed Electronic Document For Condominium addendum to Listing
  • Prepared PDF for electronic input
  • Created and updated Gravity Form
  • Created Signing Project With Legal Signing
• Updated Buyer Representation Agreement with suggested edits.

• Edited Changed To Buyer Representation Agreement:
  • The agent begins the signing workflow
  • Testing Workflow
• Developed Electronic Document For Condominium Addendum to Listing
  • Updated Gravity Form
  • Create Signing Project With Legal Signing
• Developed Electronic Document For Keybox authorization by tenant and Information about On-site sewer.
  • Prepared PDF for electronic input

• Testing Seller Disclosure Agreement
• Client meeting finalizing process

• Tested Sellers Disclosure

Update Gravity PDF Plugin Customization:

• refactor and implement new code to add text to the seller’s disclosure agreement pdf.
• Test functionality on website.

Sellers Disclosure Auto Populate To PDF:

• Develop, upload, and test new workflow to live server.

Sellers Disclosure Auto Populate To PDF After submission:

• Develop a new script for populating pdf
• Test solution on-site

Seller Disclosure Workflow:

• Created initiate Seller Disclosure Form for the Realtor to complete.
• Implemented notifications of starting the Seller Disclosure form after submission to Seller to Complete.
• Test Seller Disclosure Form Completion from Seller.
• Admin notified when Seller Disclosure Form is completed by Seller with attached PDF entry document.

Test Seller Disclosure Workflow:

1. Realtor Initiate Seller Disclosure
2. The client receives an email notification to fill out the Seller Disclosure
3. Briana/Admin receives an email notification that Seller Disclosure is completed by the client with an attached filled-in Seller Disclosure PDF.

• Tested Seller Disclosure Questionnaire and made suggestions on improvements.

Sellers Disclosure Agreement:

• Agent initiates process
• Create Initiate Seller Disclosure
• Include Notifications to be sent to clients to complete the form
• Test process

Sellers Disclosure Form:

• Implemented changes conducted by test
  • Spelling errors
  • Contract Layout

Seller Disclosure Notice Development Live Site

• Updated Form Layout
• Developed Initate Seller Disclosure Form
• Ongoing Process Testing Seller Disclosure Notice Process

Seller Disclosure Notice Development Live Site

• Developed Seller Disclosure Notice Form
• Ongoing Process Testing Seller Disclosure Notice Process

Seller Disclosure Notice Development Live Site

• Completed Testing Seller Disclosure Notice
• Updated Seller Form
• Updated Seller Page to initiate Seller Disclosure Notice Development

• Tested functionality of Seller Disclosure Notice

• Fixed issue on Buyer Representation Agreement, requiring users to submit the form
  • Updated View for Buyer Representation Agreement entires
  • Add a Checkbox to ensure that the user has reviewed the form before submitting it.
• Fixed Seller Disclosure Notice recommendations
  • Update PDF footer Template
  • Reposition section 5 explanation
  • Update auto-populate to display signed-in user details.

• Met with Brie to discuss changes needed to be made on Sellers’ Disclosure Form and submission
• Helped enter issues into Jira

• Investigated problem where information wasn’t appearing in 1-4 Residential Family Contract as expected
  • It appears to have been caused by information not being present in the form itself
• Was not able to find a solution during this time

• Identified and resolved issue regarding 1-4 Residential Family Contract
  • Fields for the Addendum for Sale of Other Property by Buyer were not present in the form
  • Solution was to add a section and include a repeater field for the Addendum for Sale of Other Property by Buyer

• Created form for Sellers Authorization to Disclose and Advertise Certain Information
• Created page for it and put the form on the page
• Began making PDF script for new form
  • Unlocked it and made it compatible with Gravity PDF

• Completed creating PDF script for Sellers Authorization to Disclose and Advertise Certain Information
  • Placed form entry information in corresponding spaces on the PDF

• Updated forms to match changes to corresponding documents
• Created forms to for new documents

• Updating PDF Script to display form entry correctly in the entry’s PDF

• Identified issue with faulty email notification
  • Issue was caused by Legal Signing feed missing the correct template and therefore causing a bug that considered a document signed when it never was

• Fixed errors in PDF generation for Lease Application
  • Tested signing

• Confirmed issue exists
• Determined cause
  • Sendgrid discontinued free tier
• Implemented a solution
  • Registered free tier with mailgun
  • Switched email sending to mailgun
• Tested solution
  • Sent test emails via mailgun
  • Confirmed emails are sending

• Confirmed issue exists
• Determined cause of issue
  • The Lease Application template for legal signing had been removed from the Legal Signing repository
• Implemented solution
  • Uploaded lease application template
• Testing
  • Ran tests to see if lease application was generated
• Updated client
  • Contacted Briana to test