Overview

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

Video Walkthrough

The Steps

Step 1

Navigate to Communications > Signature Templates in the main navigation menu on the left side.

Step 2

Click the New Signature Template button to create a new template. To edit a template you have already created, click on the template you want to change.

Step 3

Enter the Signature template title and Description for this template. Note that a description is not required. Click Next to proceed.

Step 4

Select what is related to the signature request, choosing among Property, Unit, Draft Lease, or Lease. 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 5

Upload the file of the document you want to be signed. Note that the document must be in a PDF or DOC format. Click Next to proceed.

Step 6

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

  • 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.

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

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

Step 7

Configure your uploaded document with the various signature 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 the type of agreement and the user roles that are part of this template. For an 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.

Step 8

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.

FAQ

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 HelloSign 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 with, the connection to HelloSign 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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