A Guide to Adding a Document to a Lease Agreement

Add a Document to a Transaction

You can add rental documents to a transaction to be electronically signed by a recipient after signing up for RentSpree PRO:

1. After logging in, select Properties in the left menu bar
2. Select the property address you'd like to start a lease under
3. Click the Lease tab below the property address header
4. Select Set up lease to create a new lease agreement transaction
   1. If you've created a lease previously, click the Continue button for the already created Lease Agreement transaction
      
      
5. Select Upload your own Lease to upload your document
   1. You may upload multiple documents at once so applicants can sign them in one request
   2. The C.A.R. Lease Agreement is available for properties in California under Build a new lease and will require agents to validate their C.A.R. credentials before sending for signatures
      
6. Upload a document by dragging or selecting a file from your computer
   
   
   
7. Add the recipient’s name and email address.
   1. For multiple recipients, select + Add another signer.  If you want to remove a recipient, select the Trash Bin in the top right corner of the recipient.

Adding Standard Fields to a Document

You can drag and drop standard fields onto any document and then assign the correct individual to complete that field. Please see below of fields that can be used:

• Text - Add a text field to the document.
  • Change the text size, boldness, italics, and underlining.
• Checkbox - Add a checkable box.
  • Assign to a recipient.
• Initial - Add an initial section.
  • Assign to a recipient.
• Signature - Add an electronic signature section.
  • Assign to a recipient.
• Date Signed - Add a date to signature sections.

If you need to delete a field, select it and click the Remove Field button

After you have added all fields to the document, select Next. Read and agree to the E-Sign and E-Delivery Service Agreement. Then, confirm the recipients before clicking Send. Each recipient will receive an email link to sign the document electronically.

Can I make changes to the email of a recipient after I've sent the request?

Once an email address has been sent, the document cannot be updated, changed, or added to with new email addresses.

You must void the transaction before the signee(s) complete the form and re-upload documents using the correct email address. 

If you would like a walkthrough of the Lease Agreement feature,  click here for a video.