In DoorLoop, you have the ability to accept eSignatures through Dropbox Sign. You can create templates for better workflow when creating and sending eSignature requests.

Video Walkthrough

The Steps

Step 1 - General Settings

  1. On the main menu, click Communications and then click Signature Templates.

  2. Click the + New Signature Template button to create a new template. If you want to edit an existing template, click on the template you want to change.

  3. Enter the Signature Template Title and Description for this template. Note that a description is not required.

  4. Click Next to proceed.

Step 2 - Related Records

The next step is to select what the signature request is related to. The default selection is Draft Lease. If you click Show More Options, you’ll also now see selections for Existing Lease, Property, and Unit. Click Next to proceed.

Note that you will not be able to change this setting for this template later. You will have to create a new template if you needed to choose a different thing.

Step 3 - Documents

Upload the file of the document you want to be signed. Note that the document must be in a PDF or DOC format. DoorLoop has free rental forms and templates you can check out here. Click Next to proceed.

Step 4 - Signers

Click the Add New Signer Role button to choose what type of people you want to eSign the document (Tenant, Prospect, Vendor, Owner, or User).

  1. If you add more than one role, the Set Signer Order option requires the role listed first to sign before the next signer receives the signature request.

  2. Enter a Role Name for clarity, for example, Property Manager for a User role.

  3. Click Finish to move on to the next step.

Note that you will not be able to change these settings for this template later.

Now it’s time to configure your uploaded document with the various signatures and auto-fill fields you need.

  • Drag the Signature and other fields needed from the left-hand menu onto the document, placing the boxes where required.

  • The Standard fields section on the left menu allows you to create your own fields for the signers to fill out. Configure these fields after placing them using the menu on the right.

  • For multiple signer roles, change the role using the Signers drop-down menu at the top of the left menu and then add this role's signature box and fields.

  • You can use the Sender role to add Textbox and Checkbox fields related to the type of agreement and the user roles that are part of this template. For example with a lease template, you can use the Textbox field to fill in lease start and end dates.

  • You can use the Me (now) signer role to add fields for the eSignature creator to fill out when using the template. Note that the Me (now) signer role is limited to the Auto-fill and Standard fields because there is no document to be signed right now.

  • When finished, click the Continue button in the top right of the editor.

For a more in-depth guide, refer to the HelloSign editor FAQ page.

You can now use this template when creating new signature requests in Communications > Signature Requests.

Note that when you sign into HelloSign, these templates won't show there, but you will be able to see your created eSignature requests in your HelloSign account.


How do I edit eSignature templates?

  • Click on the 3 vertical dots on the right side of the template line and choose Edit.

  • Make any necessary edits to the Signature template title and Description and then click Save.

  • Use the Dropbox Sign editor to make any necessary changes.

  • When finished, click the Continue button in the top right of the editor.

How do I delete eSignature templates?

  • Click on the 3 vertical dots on the right side of the template line and choose Delete.

What happens if I take too long configuring my document?

  • When configuring your document, the connection to Dropbox Sign will time out after about an hour. If you are going to take this long, make sure you click the Continue button to save your work and then edit the template later to finish.

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