The eSignatures Tab

You have the eSignature tab on all records to monitor progress and see all eSigning documents. If you have just sent a document, this will show as "pending/awaiting signatures".

If you have multiple signatories, you will be able to see how many have signed so far and the document will show as "Partially signed".

1: You can click the downward facing arrow to expand the details of the document and who it was sent to.

2: You can then re-send the document to that particular person or view their personal audit trail.

3:  If a document has been sent, but changes need to be made, you can click the amend button. On clicking ‘Amend’, you need to select the "Effective from date" and also add an "amendment reason". This text will be sent to each recipient of the original document when the amended version is issued.

Select the amend document button, which will download the original document sent, allowing you to make the necessary changes in order to re-send.

4: You may occasionally need to void a document, if you pick up an error after one party has already signed the document for example or the document is no longer needed.

5: You can download an unsigned PDF version of the document to view. Until all the parties have signed the document, you won't be able to see any signatures. (I.E if only one of your tenant's has signed so far, their signature won't appear here until all the other tenants have also signed.)

6: You can view the audit trail for the document as a whole.

Once a document has been fully signed by all parties, you will be able to view a copy of the signed document and see the details of when the signatures were completed. It is always best practice to view the signed document via the eSignature tab once available to double check you are happy with the finished document.

You can also monitor all your eSign documents centrally as apposed to going into the individual records, by hovering over Tools and clicking on "ESignature Document Requests" from the Reporting menu on the right hand side.

By default you will see partially signed and awaiting signature documents. You have dropdowns and date fields in which you are able to filter down further specific statuses, documents and date ranges.