Digital Signing
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Last updated
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One of the greatest features of Tenancy Builder is the integrated digital signing.
If you don't have sufficient (100 are required), the link for digital signing will instead say "digital signing (purchase credits)". Clicking the link will divert you to the .
The 100 credits is irrespective of the number of the number of parties signing. It’s per document not per signatory
Once the PDF has been checked, from the actions button in the tenancies list, click on "Digital Signing".
Next is to check all fields are completed correctly.
It’s important to ensure all party names and emails are filled in and spelt correctly.
When an email is sent to a party for signature (e.g. the tenant), this email will be the ”from” and ”reply to” address as the party will see it in their email client.
This email will also be used for notifying you when a party has signed and when the agreement has been completed (signed by all parties).
The from name as will be displayed in the email requesting a signature.
These are read only fields so you can be confident you have selected the correct agreement for digital signing.
If there’s a guarantor, these will be displayed and must be completed.
Check all are spelt correctly.
For each tenant, the name and email as previously entered will be displayed. If any are blank, they must be filled in.
Check all are spelt correctly.
For each landlord signer, the name and email as previously entered will be displayed. If any are blank, they must be filled in.
Check all are spelt correctly.
After submission, an email will be sent to every party one by one in the same order as seen on screen. The emails will be sent in the following order:
Guarantor 1 (if one)
Guarantor 2 (if one)
Guarantor 3 (if one)
Guarantor 4 (if one)
Guarantor 5 (if one)
Guarantor 6 (if one)
Guarantor 7 (if one)
Guarantor 8 (if one)
Guarantor 9 (if one)
Tenant 1
Tenant 2 (if one)
Tenant 3 (if one)
Tenant 4 (if one)
Tenant 5 (if one)
Tenant 6 (if one)
Tenant 7 (if one)
Tenant 8 (if one)
Tenant 9 (if one)
Relevant person (someone who paid deposit on behalf of tenant, if one)
Landlord signer 1
Landlord signer 2 (if one)
Landlord signer 3 (if one)
Landlord signer 4 (if one)
As one party signs, the system automatically sends an email to the next party in the list and so on until all parties have signed.
Once completed, all parties get an email with the final PDF signed agreement to retain.
You can view events as the signing progresses through by clicking ”digital signing events” in the actions button from the tenancies list.
From there you can view all the events (when sent, opened and signed etc.)
Before the document has been completed, it can be cancelled.
Once all parties have signed, the document will be marked as completed (which can be seen in the events page).
It can take a while (several minutes) after the last party has signed before the agreement is marked as completed.
Once the agreement has been marked as completed, the document will be automatically emailed to all parties or, the document can be downloaded for you to store somewhere safe.
The document can be downloaded by either clicking ”download final” from the actions button in the tenancies list (the system overwrites the last built agreement with the signed one). Or, go to the digital signing events page (via the actions button) and click download final at top right.
All parties will also receive an email with the document attached and a link to download.
If the agreement has been submitted for remote signing and you realise there's a wrong email address been entered for one of the parties, you'll be able to change the email after it's bounced. You will receive an email and follow the instructions.
After an agreement has been built, you should check the contents of the PDF carefully by and checking.
Simply and in the top right corner click "cancel".
