eSigning with PropertyFile

Expert Agent has added integration with Property File, allowing you to create letters for eSignature within your existing Expert Agent software.

Firstly, you'll need to configure your Expert Agent to use Property File. Hover over Tools in the top menu, and select Configuration. Under Business Configuration, you'll see an option for Property File. That screen will be different depending on whether you're a single branch company, of if you're the head office of a multi branch firm. Watch the relevant video below to see how to set up your Property File.

If you ever have your staff sign documents on behalf of your landlords, you will need to set up their accounts to have that permission within eSigning documents. Under Business Configuration> Agency Staff, select the individuals from the list, click Permissions, and click in to the Advanced tab. You'll see a tick box there for "sign on behalf of landlord."

Single Branch Agency

Multiple Branch Agency (head office)

Once you have eSigning enabled, and you've set the branding of the emails, you can think about the actual content of your eSigning emails. 

 Setup eSigning Emails

Once you have activated Property File for your agency, you need to review your templates and edit any which you would like to use for eSigning. If you're still going to use them for wet signing as well, there's no need to worry- the eSigning merge codes won't appear when you email the document out unless you specify it's supposed to.  

Setting up your templates for eSigning

Now that you have templates ready to use for eSigning, you can start sending them out. 

Sending documents for eSignature

 Progressing your eSignature Documents