Issue Custom eSign Document on a Tenancy
Issue an unlimited amount of additional documents for eSigning on a tenancy
Further to the normal tenancy documents that are issued for eSigning, any unlimited number of other documents can be issued to tenants, guarantors and landlords as an eSign task. This can be done as follows:
Navigate to the tenancy term overview
Click on the ellipsis menu (3 dots) button on the top right of the Tasks card
Select 'Add a Custom Document Task'
Select the required Custom Document template
Optionally specify a custom Task Title and additional information/conditions
Select which tenants, guarantors and landlord the Task will be issued to for eSigning
Select 'Yes' where asked 'Are the signatories required to eSign the custom document?'
Select 'Yes' where asked 'Do you want to send the custom document to the signatories now?'
Press the Submit button
The appropriate persons will be notified by email requesting a signature. The live status of the Tasks progress will be displayed in the Task card on the tenancy term overview.
Note: The Custom Document Templates must be set up in advance before they can be selected during this process. Please contact us to add these company specific custom documents.
If you need further help or information, please get in touch.
