Sending a Document for eSigning

Generating your Document

You will create your document to be sent for eSigning in the same way you create any other Word document to be emailed in Expert Agent. From the record in question - right click - outputs - create letter/email/SMS - select your template and open/amend the document as necessary - upload the changed document and then click to send as email. Please avoid editing or formating any of the eSigining merge codes as this can break the template. If you need more assistance on this, please see our Producing your first standard letter page for further help.

Sending your Document

When sending your eSigning document, this will be the same as sending any other letter as an email. You will be able to amend the subject for the email, the display name and amend the reply to email address:

For the document to be sent as a eSigning document rather than just a letter though, you will need to ensure that you make the correct selections under the ‘Select Recipients’ dropdown:

Select the ‘Select Recipients’ dropdown where you will see all the available receipients as normal. If you aren't seeing the relevant receipients in the dropdown then its likely you haven't included the correct merge codes in your template or set the correct esiging template type so please refer back to Setting up your Word templates for eSigning.

If any of the receipients are required to eSign, YOU MUST ensure you tick the box to the right in order for the document to be sent as a eSigning document.

If your template requires you as the agent to also sign the agreement (your template includes the "negotiator eSigniture block" merge code), you will need to also tick the "Negotiator required to eSign" tick box, and confirm which negotiator you want to sign the document. 

If your template requires you to sign the agreement on behalf of the landlord, you will need to tick the box to confirm this and select the negotiator that you require to sign.

It is unfortunately not possible to add an attachment to an eSigning email.

Once you are happy with your selections, click to "Send Email" and the email will be queued to send as usual. The user who sent the document will be notified within their internal messages that the document signing is now complete.