Quick guide to setting up and sending a document for signature
- To send a document for signature, choose the template you wish to use and click the “Use Template” button to start the process.
- A document is then created from this template and added to your document list and automatically opens for you to edit.
- Add the name and email address of the corresponding signer. (eg, add the tenant's name and email where it’s labelled tenant.)
- Go through the document and add all relevant tenant and landlord information in the blue boxes marked “click to edit”.
- Once complete please check that each signer has the relevant signing and initial boxes in place and are assigned to them correctly so they can add their signatures. Without these
boxes
the signer will have no place to sign.
- Each document has settings, including the ability to personalise the email message and to
setup
reminders for the signer and yourself.
- Once you are ready to send click the “request signature” button at the top right hand corner of the page to send.
- If any details need to be changed i.e., a signer email address, you can update these by opening the document and click the edit details button and click resend.
