How Do I Sign an Envelope?

An Envelope is used as a wrapper when sending out a document for electronic signing.

You can create an Envelope and send it out for signing as follows:

  1. From the document, click on the Create Envelope button to create an envelope
  2. Click on the Send button to send the envelope to the recipients
  3. Click on the Sign button to sign the envelope

The recipients will be sent an email with a link to the Envelope. You will be notified when each recipient has signed.

The signed Envelope will be stored in your account and the tenant's account for future reference.

Download a PDF

You can download a PDF copy of the signed document as follows:

  1. Find the Envelope from the Landlord Dashboard page
  2. Go into the document in the Envelope Documents panel
  3. Clicki on the PDF button to download a PDF copy to your device

Envelope History

The Envelope History shows a list of sender and recipient activities to date.

The History shows the date/time, user, activity and IP address. Here are some of the events that appear in the History:

  • Sent - the Envelope was sent to the recipient
  • Viewed - the recipient clicked the link to view the documents
  • Signed - the recipient finished signing the document

Verify the Electronic Signature

You may at some point need to verify the integrity of the electronic signature, for example in a court case.

You can do this by clicking on the signature from the Envelope Recipients list which will display the full details of the electronic signature and verify its integrity.

Editing an Envelope

When an Envelope is created, it uses the name of the document from which it was created. If you want to change the name you can do this as follows:

  1. Go to the Envelope and click on the Edit button
  2. Change the name and click the Save button

The new Envelope name will be saved and used from that point on.

Sign a Document Physically

If you prefer, you can print a copy of a document and sign it physically:

  1. Sign in and go to the Landlords page
  2. Find the document in the Documents panel and click into it
  3. Click on the PDF button to download a PDF version
  4. Use your PDF software to print the document and then sign it using a pen

The document will be stored in your account so you can find it if you lose the printed version.

More help: Letting Your Property