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Here the user goes to where they want the signature on the contract and adds the fields manually.
This is linked to the article how-to mailmerge a document
This is linked to the article how-to mailmerge a document.
This will display the signers at the top of the contract as dropdowns. Once chosen they will display in the contract. This method will require several versions of the same contract so the correct number of signature boxes show.
This feature allows for Signable fields to be pre-populated with signature fields, text boxes, checkboxes, etc. on your contract. This means you only have to define what order individuals sign in, rather than placing and assigning each box using the drag and drop method. The drag and drop method is great for non-templated documents.
Step 1 – Find the digital signature Signable variables in Arthur
Go to Documents>Mail Merge Templates>Document Types (left side)>Tenancy>View Variables
Within View Variables, scroll down to find the digital signature pre-populating fields. Copy the required fields needed to be inserted into your Singable document.
Step 2 – Adding the Digital Signature fields into your document
Open your contract in a Word document on your computer and add the copied digital signature fields into your signature boxes.
Ensure variables are not put in the headers or footers of the document.
The example below shows a 4 tenant contract set up – 4 tenants and the landlord to sign.
The order of signing will be tenants first then landlord last. If you make the landlord _signer1] and the others_signer2], _signer3], _signer4], _signer5], you will make landlord the first signer
You can then create duplicates of this contract to represent different combinations and upload templates.
To create a 3 tenant contract remove [Signable.signaturefield_signer4] from the tenant and make the landlord [Signable.signaturefield_signer4].
To create a 2 tenant contract remove [Signable.signaturefield_signer3] from the tenant and make the landlord [Signable.signaturefield_signer3]
To create a 1 tenant contract remove[Signable.signaturefield_signer2] from the tenant and make the landlord[Signable.signaturefield_signer2]
Signed by the Landlord
Step 3 – Uploading the document as a template
Go to Documents>Mail Merge Templates>Upload Document and upload your document.
Ensure that when uploading your document, you have shared it with the correct Model, either the Property, Unit or Tenancy. Also, ensure you upload as a .docx file format.
Where different numbers of tenants will be on the contract, you should upload different templates for the different number of signers and select the correct one when you are creating the mail merge (see example below).
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