Request eSignatures

Send, track, and sign documents through Dropbox Sign

Samuel avatar
Written by Samuel
Updated this week

Overview

In DoorLoop, you have the ability to accept eSignatures through Dropbox Sign. The signature request will save to the Signature Requests tabs of the things related to the eSigned document.

Video Walkthrough


The Steps

Step 1 - Getting Started

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

  2. Click the + New Signature Request button to create a new request.

Step 2 - Related Records

  1. 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.

    If you select Draft Lease, you’ll have the option of either selecting an existing Draft Lease or Creating a new Draft Lease. Learn how to Create a Draft Lease. If you choose Existing Lease, Property, or Unit, you will only be able to select from items that have already been created in DoorLoop.

  2. Click Next to continue.

Step 3 - Name and Description

  1. Enter the Signature Request Title here and a Description.

  2. Click Next to continue.

Step 4 - Documents

  1. Click the Upload File button to upload the file of the document you want to be signed. Note that the document must be in a PDF or DOC format. You can also select Use Template to select an eSignature template you have already created.

  2. Click Next to continue.

Step 5 - Signers

Skip to Step 5a if using a Signature Template.

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

  • If you add more than one person, the Set Signer Order 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.

  • If no email address auto-populates, you must enter one before clicking Next to proceed.

Step 5a - Signers (Alternate)

Skip to Step 5 if you aren't using a Signature Template.

Click the Add Template button and select from your list of templates and click Next to proceed.

  • Select a person for each Signer role you created in your template.

  • If no email address auto-populates, you must enter one before clicking Next to proceed.

Step 6 - Configure Uploaded Document

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 signers, change the person using the Signers drop-down menu at the top of the left menu and then add their signature box and fields.

  • You can use the Me (now) signer to add fields and sign the document immediately if you need to sign it yourself.

  • When finished, click Next at the bottom right of your screen.

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

Review the information on the confirmation window. Enter a title for the eSign document, which will be used in the subject line of the email sent to the signers. CC recipients and a message are optional. Once done, press the Send For Signature button on the bottom right of the pane.

Step 7 - Review & Confirm

Use this page to see how many eSignature Credits will be used compared to how many you have, and re-check the recipients. See the FAQ below for what eSignature credits are and how much they cost.

Click Finish to send the eSignature request.

Step 8

Although the signers involved will receive email updates when requests are sent, signed, and completed, you can also track signature requests on the Communications > Signature Requests page.

To send email reminders, download the eSigned document, or delete the request, click on a specific signature request to see more details. Note that you can only send one email reminder per hour. You can also upload the eSigned document to the Files tab of the lease, tenant, or whatever else you want to in DoorLoop.

If you sign into your Dropbox Sign account, you will see your sent eSignature requests.


FAQ

How much does it cost to send eSignature requests?

  • Each eSignature request costs 1 eSignature credit. When you run out of credits, you will be notified that you are being charged for more credits when you submit the signature request. Credits are sold in bundles of 10.

    • Starter: 1 eSignature credit = $3 per signature request. If you run out, you will be charged $30 for an additional 10 credits.

    • Pro: 1 eSignature credit = $1 per signature request. If you run out, you will be charged $10 for an additional 10 credits.

    • Premium: eSignature credits = Free.


When am I deducted an eSignature credit for the eSignature request?

  • Your eSignature credit is deducted as soon as you submit the signature request.


Can I add multiple documents to sign in a single eSignature request?

  • Yes, you can add multiple documents to one eSignature request. This is done on step 3, when you select your files for the eSign document. In the document editor, the files you uploaded are combined into one eSignature request.


What happens if I cancel an eSignature request before it is signed?

  • If you cancel a signature request before it is completed, the signers will not be able to complete the signature process. The eSignature credit deducted for creating and sending the request through Dropbox Sign will not be returned.


What happens if I have more than one email address for a person when sending out an eSignature request?

  • The email address listed first in the person's Contact Info will auto-populate into the Email field.


What happens if I take too long to configure my eSignature document?

  • When configuring your eSignature 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.


What happens if I send an eSignature request to the wrong email or need to edit the email of a recipient?

  • Unfortunately, you can not edit the email address or its recipients. You would need to create a new eSignature request with the correct emails and send it out again.

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