The method below is good if you do not do many contracts or if you have documents that are not templates but need to be signed. Where you have standardised documents, you should use the pre-defined Signable fields method.
Go to Tenancies > (Select the Tenancy) > Tenancy Documents > Create Digital Signature
A) The Group Method is the most common method, this means the document will be sent out in a linear fashion, with each party signing in turn.
B) Where you want the same document to be sent to multiple people, but with each signing their own copy of the document, use the Individually option.
Click into the areas you want your boxes added
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
This will display all property, unit and tenancy documents related to that tenancy. Choose any number of attachments to add into the envelope. You do not need to attach the original version of the document being signed. If you would like multiple documents signed within one envelope, read: How to send multiple documents for signature in one envelope.
*DO NOT ATTACH THE COPY OF THE CONTRACT AS AN ATTACHMENT TO THE CONTRACT BEING SIGNED
Here you can personalise the email and ensure the signer knows what is expected of them.
Once the email has been received from Signable click on the link and you will see the document to sign and all 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
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