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What are the signature options when using digital signatures

This article looks at:

  1. Adding signature fields manually
  2. Adding pre-defined fields

1. Manual input of signature fields

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

2. Adding pre-defined signature fields

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.

Signed by the Landlord
[Signable.signaturefield_signer5]
Signed by Tenant (s) 
[Signable.signaturefield_signer1]
[Signable.signaturefield_signer2]
[Signable.signaturefield_signer3]
[Signable.signaturefield_signer4]

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].

Signed by the Landlord
[Signable.signaturefield_signer4]
Signed by Tenant (s) 
[Signable.signaturefield_signer1]
[Signable.signaturefield_signer2]
[Signable.signaturefield_signer3]

 

To create a 2 tenant contract remove  [Signable.signaturefield_signer3] from the tenant and make the landlord [Signable.signaturefield_signer3] 

Signed by the Landlord
[Signable.signaturefield_signer3]
Signed by Tenant (s)

[Signable.signaturefield_signer1]

[Signable.signaturefield_signer2]

 

 

To create a 1 tenant contract remove[Signable.signaturefield_signer2] from the tenant and make the landlord[Signable.signaturefield_signer2]

Signed by the Landlord

[Signable.signaturefield_signer2]

Signed by Tenant (s) 
[Signable.signaturefield_signer1]
When viewing these signature types they will appear as shown prior to sending

 

 

 

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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