E-Sign Documents

How to add an E-Sign document to a transaction for Recipients to sign.

You can add an E-Sign document to a transaction that you have on a property address. Once you add in the transaction for a property you have the ability to select an e-Sign document. You can upload a document that you would like to have Electronically Signed by the recipient.  You will add in the Recipient name and email address that you want to send to. The document can have standard fields such as Text, Checkbox, Initial, Signature, and Date Signed.

Add Document to Transaction

You can add a document to a Transaction to be electronically signed by a recipient.

  1. Select the Property Address
  2. From here click on E-Sign Documents
  3. Select the Transaction Name for the E-Signed Document
    1. If you have not yet added a Transaction you can select New Transaction you can follow this article on how to add a new Transaction.
  4. Select + E-Sign Document
  5. Upload Document by Dragging or selecting the upload button.
  6. Add-In Recipients Name and Email Address
    1. For multiple Recipients select the + Add a Recipient. If you want to remove a Recipient Select the Trash Can in the top right corner of the recipient box.
    E-Sign doc

Adding Standard Fields to E-Sign Document

The document can have standard fields that you can drag and drop onto the Document. These fields are listed below.

  • Text - Add a text field to the document
    • Can change text size, bold, italic, underline.
  • Checkbox - Checkbox that needs to be checked for a recipient
    • Assign to recipient
  • Initial - Recipient can add initials for Electronic Signature 
    • Assign to recipient
  • Signature - Electronic Signature for Recipient
    • Assign to recipient
  • Date Signed - Box for Date Signed by Recipient

If you need to delete a field use the options on the right of the screen under actions. Click on the trash can to delete fields.

Standard fields2-1

 

After you have added all fields to the Rental Document that you need you can select the next button to move forward. You will then see the Recipients that you are sending to before clicking on Send. The Applicant will receive an email that takes them to the Document to Sign.

 

E-Sign Document add fields-1