This guide explains how to email a tenant a link to sign an agreement, as well as how to manage agreements and signatures effectively. Use this feature to streamline the signing process and keep your agreements organized.

Steps to Email a Tenant a Link to Sign

1. Navigate to tenant’s profile:
   • Under their assigned units open the unit action menu and select Generate Documents
2. Select an Agreement:
   • Use the dropdown menu to choose from the list of available agreements.
   • The selected agreement will render for your review on the page.
3. Review and Confirm:
   • Ensure the agreement is correct before proceeding.
   • Important: Verify that the selected agreement includes a TenantSignature placeholder to properly place the tenant’s signature.
4. Email the Agreement Link:
   • Optionally, email the tenant a link to sign the agreement remotely.
   • This is useful when the tenant cannot sign the agreement in person.
5. Update Unit Agreement (Optional):
   • Check the Update Unit Agreement box if you want the agreement listed in the tenant's units table to be updated automatically after the tenant signs.
   • If left unchecked, the existing agreement in the unit table will remain unchanged.
   • This is useful for if you want the tenant to sign a document other than the main rental agreement

Tenant Signing Process

• The tenant can sign the rendered agreement:
  • Directly on this page: The agreement can be signed in person if the tenant is available.
  • Via the emailed link: The tenant can access and sign the agreement remotely.

What Happens After Signature Submission

1. Save Agreement:
   • The signed agreement will be saved under the tenant's account for future reference.
2. Email the Tenant a Copy:
   • A copy of the signed agreement will be automatically emailed to the tenant for their records.
3. Update Unit Agreement:
   • If the Update Unit Agreement checkbox was selected, the agreement listed in the tenant’s units table will be updated to reflect the newly signed document.

Signing Multiple Agreements

• If another agreement needs to be signed:
  • Select a different agreement from the dropdown.
  • Repeat the steps for review, email (if needed), and tenant signature.