Sending through documents
Sending through documents
Go to the Manage tab and click on My 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. Make sure that you include all intended signees at this stage.
Scroll through the document and add text, signature, or date fields according to your needs.
If you need additional Signature field, click on the plus icon to switch to a different signee.
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 a tenancy agreement.
Once satisfied with the agreement, click the Send for Signature button.
Confirm the names and emails of the signers 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.
