How do I require to sign agreement electronically from my tenant?

We provide an E-signature/Initials feature that allows you to send any agreements or notices to your tenants to be digitally signed.

Please note!

E-signature is available with our Starter, Growth and Business plans.

Create a lease selecting the “Send to sign an agreement“ scenario. You can require the E-Signature/Initials from your tenants on the last "Agreement & Signature" step of the move in process:

Select the lease agreement templates added before or copy/paste your own verbiage clicking on “+Create new template.” Simply drag the Signature/Initials and drop where the document should be signed:

You can select who is supposed to sign the specific clause by clicking on the “Assigned to” option and that specific tenant will be able to provide the signature/initials on that field:

Signature/Initials rules:

- You can require signature or initials from your tenant(s) after each agreement clause by assigning the signature/initials element to them;

- You are able to re-assign signature/initials to yourself or to other tenants;

- Once signature or initials elements are assigned to at least one tenant, the “Send to sign” button is shown;

- You can decide which template to use and from whom to require signature or initials.

If you do not need the signature/initials in a certain place, click on the delete button on your keyboard or click on “remove” on the right menu:

If you want to also include your signature/initials on a certain agreement clause, drag the element and assign it to yourself. Type or draw in your signature. Confirm the terms of use by signing this agreement and click "Agree & Sign":

Please note!

If you are connected with a tenant(s), the lease will automatically be shared and sent to sign.

You can also enable the "Default Signatures" option and the system will automatically add signatures and date signed and assign them to all your tenants at the bottom of the current agreement. It is possible to edit the added table according to your own needs:

If you would like to add such a table to another part of the lease agreement, simply copy&paste it to the needed place. You can also disable the toggle of default signatures and the system automatically delete the table with automatic signatures/date signed:


Please note!

The default signature option can be adjusted to each agreement selected on the lease, but only for a text editor.

FREE PLAN

If you are on the Free plan, you will need to subscribe to Starter, Growth or Business plan to use E-signature/Initials/Date signed/Textbox elements. Once you click "Upgrade to unlock," the lease will stay in “draft” status and you will be redirected to the checkout page:

After you’ve subscribed to a more advanced plan, you will be sent back to the last step of the move-in process where you can send the lease for tenant(s) to sign electronically.

These links might be useful for you:

How do I create a lease?

How do I edit a lease?

 

 

Last updated:
Sep 20, 2021