Sending through documents
Sending through documents
Go to the Manage tab and click on Documents under Data Management.
Click on the section relevant to your document type.
If the document is not uploaded yet, within that section, click on the Upload Document box.
Select and upload the file from your device that corresponds to the file chosen.
Click on the three dots on the bottom right of the document you want to send and click the Send for Signature button.
Enter the name and email of the signee, then press the Next button.
Scroll through the document and add text, signature, or date fields according to your needs. Then click the SEND button once all fields are entered.
Sending through tenants
Sending through tenants
Go to the Manage tab and click on My Tenants under the Tenants section.
Follow the steps in this article to create an Assured Shorthold Tenancy Agreement.
Once satisfied with the agreement, click the Send for Signature button.
Confirm the names and emails of the signees on the agreement, and click the Next button.
Scroll through the document and add text, signature, or date fields according to your needs. Then click the SEND button once all fields are entered.
