Under the Settings Tab open the Program Defaults. “Show pending electronic documents waiting to be signed?” controls whether or not the “...documents waiting to be signed.” notice will appear on the Summary page.
In the Settings Tab, open Manage User Accounts then select a user whose permissions you wish to edit. “Allow access to Forms” is required to edit forms. Please use caution when granting “Allow access to send Forms electronically via DocuSign” as each envelope will have a cost associated with it.
To add content to the form, click within the content area and begin typing or pasting content. (TIP: To paste text without source formatting, use CTRL-SHIFT-V). You can insert additional database fields by clicking "Fields" on the top right, which will open a menu for you to choose from.
Once you are done creating a new form, choose the Group in the top right or add a new group name and save the form by clicking the button at the bottom of the screen.
Your account will initially be setup on the demo system so you can test and familiarize yourself with this process at no cost. We recommend completing all the following steps by setting yourself up as a tenant, then sending and signing a form to become familiar with the system. You can do this as many times as you like; however, demo envelopes and their signatures are not legally binding and only to be used for testing purposes. Once you are done familiarizing yourself with the system, return to Settings, Utilities, DocuSign Configuration, and toggle the system to "Production". You will again be prompted to setup a production DocuSign account which involves the same steps as you did for the demo account.
As of February 27, 2017, unlimited DocuSign envelopes are included in new subscriptions for free.
For clients on our old price plan that wish to update to the new plan, please contact your support team at 800-881-5139 x2.
Sending an Electronic Signature Envelope to a New Tenant
This page requires that all signer names and email address be filled in on the left side of the screen. Clicking on Send lease electronically will create an envelope and email it to the signers for signature. The email will provide further instructions for the signers on how to add their electronic signature to the document(s) in the envelope. If you prefer to download the PDF document and handle it traditionally, click on Download instead.
Co-renter's can be added by clicking the Add Signer button and then entering the name and email address of the co-renter. This will auto-populate the primary tenant's name and all co-renter name's that you added onto the lease anywhere you have used the "All Names" data field.
The envelope status page lists envelopes and their status. You can re-send a notification email by clicking the mail icon.
Once a lease has been completed by all parties, it is automatically saved within the Tenant's file library and named "Executed Lease mm-dd-yyyy.pdf (with mm-dd-yyyy being the current date).
That's it. You have an electronic legally binding signature.
An additional copy of the Lease agreement and signatures is stored at DocuSign. To login to the DocuSign system, visit Settings, Utilities and click DocuSign Configuration. Click the link labelled "LOG IN to your DocuSign account". Login using your email address and the password you supplied when setting up your DocuSign account.
If necessary, to obtain a signature certificate, login to DocuSign. Now click the Manage tab. Choose the document you need a certificate for, then select "Actions" (top-right), and choose "Certificate".
Keywords: DocuSign, eSign, EchoSign, PDF, Electronic Lease