How to send a document for digital signature

Modified on Tue, 26 Mar at 11:42 AM

Digital signatures are only available within the tenancy area This article looks at

Getting a document signed digitally as part of the mail merge workflow
Getting a document signed uploaded to the tenancy
Applying signature fields
Attaching documents to the document to be signed
Add any text to be added to the recipient's email
Confirm recipients and attachments
Recipient's Email received to sign the document
Received back signed document with attachments

1. Getting a document signed digitally as part of the mail merge workflow

Following on from the mail merge you will be presented in the one flow the following screen. This article is linked to how to mailmerge

2. Getting a document signed uploaded to the tenancy

Go to Tenancy> Tenancy Documents > Create Digital Signature

3. Two ways to apply signatures

a) Manually placed signature fields If there are a number of signers choose "Group"

If there is a single signer choose "Individually"

Individual signer

Place your signature fields

Under "Type" you can also choose date, text box or check box (apply as many as you need) which can be assigned to the signer.

For Groups drag and drop in order to choose who receives the envelope first. If you chose option A at Step 2, the package moves in a linear fashion, going from one person to the next in this order.

If you chose option B at Step 2, here you will select those you wish to receive a copy of the document

b) Using pre-defined fields This is much quicker. To set these see how to create pre-populated fields

4. Attaching documents to the document to be signed

This will display all property, unit, tenancy or portfolio documents. Choose any number of attachments to add to the envelope. You do not need to attach the original version of the document being signed.

In the example below the right to rent document is a document put on the system once at the root directory

5. Add any text to be added to the recipient's email

Here you can personalize the email and ensure the signer knows what is expected of them.

6. Confirm recipient and attachments

7. Recipient's Email received to sign the document

Once the email has been received from Signable click on the link and you will see the document to sign and all attachments.

The document is sent through our integration with Signable.

To see how it would look from your recipients point of view please see the video here: https://signable.help/beginner-to-advanced-video-tutorials/#:~:text=Guide%20to%20signing%20a%20document%2C%20your%20customers%E2%80%99%20experience

8. Received back signed document with attachments

Go to tenancy documents and you will find the compressed file. If you edit the file and tick share with tenant the tenant will have a copy in their documents file