My Documents Method:
Go to the 'Manage' tab and click on ‘Documents’ under Data Management.
2. Click on the section relevant to your document type.
3. If the document is not uplaoded yet, within that section, click the blue ‘Upload’ button located at the bottom right of the icon.
4. Select and upload the file from your device that corresponds to the file chosen.
5. Click on the three dots on the bottom right of the document you want to send and click the white 'Send for Signature' button.
6. Enter the name and email of the signee then press the blue 'Next' button.
7. Scroll through the document and add text, signature, or date fields according to the document needs. Then click the orange 'SEND' button once all fields are entered.
My Tenants Method:
Click on the 'Manage' tab and select ‘My Tenants’ under the Tenants section.
2. Follow the steps in this article to create an Assured Shorthold Tenancy Agreement.
3. Once satisfied with the agreement, click the white 'Send for Signature' button.
4. Confirm the names and emails of the signees on the agreement, the click the blue 'Next' button.
5. Scroll through the document and add text, signature, or date fields according to the document needs. Then click the orange 'SEND' button once all fields are entered.
