Using Signable and Docusign

If you'd like to know what Signable/Docusign is, please check this guide Useful Plugins

Click onto the Office tab on the top of your agentOS account  

Click onto the Signatures option:

Here you can view all of the documents you have sent Via signable or Docusign. You will notice the filters at the top of the page, where you can look at pending or completed documents.

On this screen you will also be able to send documents to be signed via signable.

To generate your document for an e-signature click onto the top right hand option

You can search for the document by looking under the person profile, the tenancy, or finally the sales property.

Once you have selected a person/ tenancy to send a document to the system will open a new tab with the envelope details.

On this screen you can select different options such as if the name, signature and date are required. Now you have your recipient(s) you will have the option to choose which document you would like to sign.

You will have the option on the left hand ladder for Documents to sign/Letters to Sign. Click onto the desired option. You will see three options on the top right hand corner. Choose the option accordingly. 

At this point you can also add to the envelope via 'Documents to sign' any additional documents from your computer(how to rent, EPC, Gas Cert etc...)

Once you have chosen your document type and added any additional documents(if required), click the Actions button on the top right hand corner and send out for signing. Your document will be sent to your client by email. You can then see the letter on the front screen of the signatures page (as shown above in the first image)

As soon as the document has been signed by the person the status will change on the signatures home screen to reflect the updated information.

When the tenant sends the signed document back, it will show on this screen as completed. You'll then also be able to download the completed Signing Certificate via Actions on the completed envelope.

You can then upload the document under the print/post/store documents on the tenancy.