SMITH & OAK · INTERNAL

SOREai connections

Server configuration ready. Google Calendar create and update are owner-on through the existing Calendar connector after Connect. Calendar connect now includes event WRITE so an accepted showing can land on the listing agent's calendar. Gmail read, Drive, and CRM stay read-only. DocuSign send is desk confirm SEND_DOCUSIGN or SEND_LISTING_AGREEMENT from the listing-agent account. Signers place signatures on the attached file. Void, correct, and resend stay locked. SORE does not invent MAR forms. Gmail verification sending is a separate, explicit account-owned consent and is used only after a buyer or buyer's agent submits a showing request.