Saving and locking features

Recognizing that transfers are often completed jointly by both sides in a purchase and sale transaction, with each side filing out different parts of the form, the eTransfer is unique in that it is a double locking form.  This feature allows transferor content to be inserted by transferors who can lock this part of the form when creating their signature pages.  The form and signature pages can then be sent to the transferee side who can inset transferee specific content, locking their portions of the form once they have done so.

A Note about Agents: As you read through this guide you will see several references to the transferor and/or transferee completing a section of the eTransfer.  We have used these terms for the sake of simplicity however it is important to note that when the term transferor is used in this guide it also refers to a party acting on behalf of the transferor where that is normally allowed.  The same guideline applies to the use of the term transferee.

Recommended steps for locking and saving

1. Transferor completes transferor content pages.
2. Save a draft copy of the unlocked form.
   • Once you lock the transferor section of the form you do not have the option to unlock the form and make changes if necessary.  This security feature has been implemented to protect the transferor from a scenario where the transferee unlocks the transferor content pages and makes changes. 
   • As a result, we highly recommend that you save a draft copy of each eTransfer before locking the form so that you have a completed and unlocked version to go back to should you need to make a change (for example, you discover your client has a middle name that you were unaware of).
3. Lock transferor pages and create transferor signature pages.
   • Locking the form will create the transferor signature pages.
   • Reminder:  Once you lock the transferor section of the form you will not be able to unlock it should changes need to be made.  We have included a warning notice as a reminder.
4. Print and complete transferor signature pages.  You should save a copy at this stage.  When you do so, give the file a different name than you gave to the unlocked form when you saved it.
5. Generate transferee pages.
   
6. Send the original signed transferor signature pages to the transferee as well as a digital copy of the completed transferor section of the eTransfer form.
7. Transferee completes transferee content pages. 
8. Lock transferee pages and create transferee signature pages.  You must save a copy at this stage.
   • Once the transferee content of the form has been completed, selecting this option will lock the form, preventing any further changes, and will create the signature pages. 
9. If you need to make a change to the transferee content pages you are able to unlock this portion of the form.
   • • No changes can be made to a locked form. 
     • If a change is required, this option allows the transferee portion of the form to be unlocked to allow for further editing.   This does not unlock the transferor portion of the form.
     • It is important to note that once the form has been unlocked, all previously created transferee signature pages become invalid.
     • Subsequently re-locking the form will generate new transferee signature pages that will have to be re-executed by all parties.
     • More information about this process can be found in the Security Features section of the User Guide.
10. Transferee prints all content pages and transferee signature pages.
11. Transferee completes signature pages.
12. Assemble eTransfer for registration.  This will include transferor content and signature pages, transferee content and signature pages, any required evidence, and the RDA (Registration Details Application) with payment.