How Do I? | Resend an E-Sign Document

If your tenant did not receive their document to e-sign, you could resend them by doing the following.

1. Search the tenant that hasn’t received their e-sign document.
2. Select the Documents tab. You will find the Resend buttons to resend the documents.

You can also view the status of the e-sign documents that have been created. You can find this setting by doing the following:

1. Click on Operations.
2. From the drop-down, select E-Sign Documents.
   1. You can filter to view signed and unsigned e-sign documents.
   2. You make multiple selections to email them their e-sign documents again.
   3. You can filter the units to find what you’re searching for quickly.’
   4. You can filter the tenant’s name to find what you’re searching for quickly.
   5. You can filter the document’s name to find what you’re searching for quickly.
   6. You can filter the document’s status to find what you’re searching for quickly. The document status has two entries Viewed and Sent.
   7. The action section has three buttons.
      1. Notes: If you need to add a note to the tenant’s account, you can click this button.
      2. View/Sign: If you click this button, this will prompt the document to appear, which can be signed.
      3. Send via Email: Click this button to resend the document to the tenant.

NOTE: Do you need to resend an updated lease agreement? Click on the How Do I? | Use Cloud CRM article to learn more.

If you need additional assistance, please reach out to [email protected] with a detailed message outlining your issue, and one of our techs will reach out!