Sending documents through echosign. - Woodruff Property Management

Post on 03-Feb-2022

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transcript

Sending documents through echosign.

To begin you MUST log into you echosign

account before you enter Propertyware.

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Log into Propertyware.

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For documents like property management agreements. Lead base

paint discloses & obligations exclusive

rights to lease, E.R.L. and P.M.A. addendum, and

extensions. Enter the building address in the

global search field. Then click on the building

portfolio icon.

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Click on the mail merge icon at the top right

corner to begin.👆

Click the blank square below to open the

document list. Scroll down and select the

document you want to send. Now click the view

document icon to send the document out for

signing.

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For documents like demand for compliance or possession, demand for rent or possession,

leases, lease addendum's and extensions. Enter the tenants last name in the global search field. Then click on the tenants lease

icon.

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Click on the mail merge icon at the top right

corner to begin.

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Click the blank square below to open the

document list. Scroll down and select the

document you want to send. Now click the view

document icon to send the document out for

signing.

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👆2Once the contract is open 1. click the "open in" icon in the top right corner. 2. Click the "echosign"

icon to open the contract in echosign.

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When sending documents out REMEMBER.

If all parties are NOT present select the send

for signature icon. 👆

To enter the signatures correctly.

1. under the "To" field enter the owners and, or tenants email

addresses. 2. under "CC" field enter

officemanager@woodruffpm.com 3. If the contract needs your

signature click yes in the "signature options."

4. for signature" icon at right corner. * Owners email must first*

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And your done.