E-Signing Property Documents

Initiating a Fill & Sign Document

Starting the electronic signature process for property agreements, leases, or disclosures.

Steps:
To begin a digital signing process:

1. Navigate: Go to Properties > Edit Property > Documents.
2. Start Process: Click the orange NEW DOCUMENT button and select Fill & Sign Document.
3. Choose Source: In the popup, select your starting point:
   
   • Upload New Document: Upload a fresh PDF from your computer.
   • Select From Templates: Choose a pre-configured form from your organization's library.
4. Define Details: Enter the Name of the document and select the appropriate Category and Tags.
5. Assign Recipients: In the Recipients section, select the Name and Email for each signer. Click + ADD to include co-tenants or owners. Click SAVE to move to the editor.

Preparing Documents for E-Signature

Adding signature fields, initials, and text boxes to your digital agreements.

Steps:
Once your document is loaded in the editor, use the left-hand sidebar to place interactive fields:

1. Field Selection: Click and drag any of the following fields onto your document:
   
   • Signature: Where the recipient will sign with a finger, stylus, or typed name.
   • Initials: For short-form acknowledgement on specific pages.
   • TextField: For manual data entry (like a middle name or specific note).
   • DateField: Automatically captures the date of signing.
   • CheckBox/Dropdown: For selecting specific options within the agreement.
2. Assigning Fields: Click a placed field to assign it to a specific recipient (e.g., "Add fields for Tenant A").
3. Auto-Fill: Use the Auto-Fill tab at the top to automatically pull system data (like property address) directly into the form.

Sending Documents & Managing Status

Distributing digital agreements to recipients and tracking the signing progress.

Steps:
After placing all necessary fields, choose how to distribute the document:

1. Distribution Options: Click the orange Send button in the top right:
   
   • Send Document: This triggers an automated email to all recipients with a secure link to sign.
   • Get Link: Generates a unique URL that you can copy and send manually via your own email or chat.
2. Saving Progress: Click Save as to keep the document as a Draft or a Template for future use.
3. Tracking Status: Back in the DOCUMENTS tab of the property, you can view the live status:
   
   • Draft: Preparation is not yet complete.
   • Sent: Waiting for recipient action.
   • Completed: All parties have signed.
4. Actions: Use the icons in the list to Download the PDF, Edit the signing fields, or Delete the request.