Selections Process

Selections are when a purchaser of a new home decides what their finishes will look like once built.

1. Prepare Selections Sheets
   • Add Purchaser Names + Unit Number
   • Save one to each file
2. Make a Selections only folder in the applicable Project folder
   • Save selections as they come back executed in applicable folders
3. Send Selection via Docusign
   • New, Send an Envelope, add documents to envelope, add purchaser’s names & email address, hit next, click + drag signatures/date/initials where necessary
   • Reference file to find purchaser’s email address to send it to
   • Make DocuSign email subject: Project Name_Selections_Unit Number
   • Make DocuSign email message: Hello, Please see the attached for your review and signature. If you have any questions, please let me know. Thank you, ___
4. Double check before you hit send
5. Follow-up when applicable
6. Print Selections & all other applicable amendments
   • All of these documents should be printed on legal paper
   • Prepare each document in it’s own envelope
   • Please see DocuSign follow-up & Script in the training folder for further information.