Overview
Send lease agreements, notices, and more through DoorLoop with Dropbox Sign. Signed documents land automatically in the Signature Requests tab—organized and ready to go.
Note: Signature requests can be created in several places. They can be created when you're creating a new lease or when creating a lease renewal contract. Click the links below if you need specific instructions for these processes:
The Steps
Step 1 - Begin the signature request wizard
To begin the signature request process, click Files & Agreements > Signature Requests on the main menu.
Then click the New Signature Request button on the Signature Requests page.
Step 2 - Related Records - Choose what the request is related to
First, choose the type of agreement that needs a digital signature. You can choose between these options:
Lease Agreement
New Lease
Lease Renewal
Other
Entire Property
Specific Unit
Click Next to continue.
Step 3 - Select Agreement - Select a template to use
Your next step is to choose a template to use. If you have not created any, you can use the Create Custom Agreement button. Then use this article, Create an E-Signature Template, to learn how to create one.
Hover over the template you want to use and click "Select Template."
Tip: If you hover over the signature templates, you can also select "Preview" to view what the first page of the template looks like.
Step 4 - Add Files - Add any additional files you might need signed
Next, check to see if all the files you need signed are attached. If you choose a template, you will see the files associated with the template attached. If no template was selected, you'll have the option to upload files to be signed, under the Add Additional Files section.
If you would rather choose a different template, click "Change Template" and you will be taken back to Step 3 to select a new template.
Step 5 - Choose Signers
If you are using a template, the signer roles should already be listed. Click Select Tenant, Select Owner, and/or Select User to choose a person who needs to sign.
Select the person from the list.
Then after, enter their email address if they don't already have one.
If you need to add more signers, click the Add Signer button.
If there is more than one signer, the Customize Order of Signers option requires the person listed first to sign before the next signer receives the signature request. Change the signer order by dragging and dropping the signers in the appropriate order.
Click Next to continue.
Note: If you need to account for an cosigners that will also need to sign the document, you will need to add them as either a prospect or tenant in the lease. What this means is that when you create a lease or draft lease, the cosigner needs to be added to to the lease as a tenant or prospect, even if they are not one the tenants that will be living in the property. This way, you can add them as a signer.
Note: Before moving on, if you had added any additional files or signer roles, you'll have the option to save your changes as a copy (Save as Copy) or update the template to include these changes (Update Template).
Step 6 - Request Details - Enter details of the signature request
Enter a signature request title. This will become the subject line in your email sent. Also, enter a personal note about the signature request. This will be entered as the message sent to your signers.
Next, the Your Credit Status section will show if you have enough electronic signature credits to send the request. If not, check the box for "Get 10 credit package for $10" to get more.
Click Next to continue.
Step 7 - Set Signatures - Review the signature template
Review the electronic signature template and add or remove any signature and data fields you may or may not need.
Once you have completed adding or removing fields, click the "Send for Signature" button.
Your signature request will now appear on the Signature Requests page.
Note: Once a signature request is sent out for signatures, you can no longer make changes to them. Please double check email addresses, signer order, and all information before sending out signature requests. If changes do need to be made after one is sent out, you'll need to cancel the current request and create a new signature request with the correct information.