How to send a document for digital signature

 

1. Create the signatures at the same time as your mailmerge

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

 

 

 

2. Mailmerging from a uploaded or created document

Go to Tenancy> Tenancy Documents > Create Digital Signature

Two ways to apply signatures

1. Individually placed boxes

 

If there are a number of signers choose “Group”

If there is a singal signer choose “Individually”

Individual signer

Place your signature fields

 

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

 

Using pre defined fields

This is much quicker. To set these see how to create pre poulated fields

 

 

 

3. Add any attachments to the document to be sent

This will display all property, unit , tenancy or portfolio documents. Choose any number of attachments to add into 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

4. Add any text to be added to the recipients email

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

5. Confirm recipient and attachments

Receive E-mail to Sign

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

Receive 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

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