Overview
When creating e-signature templates for your leases, you'll more than likely have several fields that need to be filled in. With the e-signature templates, you can have these fields autofill based on your Draft Lease and Active Lease information, Property and Unit information, tenant and prospect info, and more.
Note: Electronic Signature Templates are not available to Starter Plans. Consider upgrading to the Pro or Premium Plans to access this feature.
Tip: If you need a template or form to get started with, DoorLoop has free rental forms and templates, which you can check out here.
The Steps
The first step in creating an auto-filling electronic signature template is to click on Files & Agreements > Signature Templates on the main menu.
You'll then want to go through the initial process of setting up the template by adding a title and general information, relating it to a specific type of record, uploading your document, and then adding signer roles. Follow the instructions in the article: Create an e-Signature Template.
(Once you've set up the initial e-signature template, you'll want to return here and learn how to add auto-fill fields to your uploaded document.)
Auto-fill fields basically pull the information you have about a specific property and unit along with any information you might have already inputted for a Draft Lease or Active Lease and automatically fill that into your lease template. To use these fields, set the Signers role to Sender, using the dropdown menu.
Next, under the Standard Fields section on the left, click and hold on Textbox and drag it to your document.
Once you have moved that Textbox to where you need it on the document, look to the right for the "What text goes here?" section. Click on the dropdown menu and choose one of the autofill attributes that best matches what you need.
For example, if you want to autofill the rent amount, you can use the attribute DraftLease.Rent.Amount. If it's a lease start date, it would be DraftLease.StartDate.
Once you are finished, click Save Template and you'll be taken back to the Signature Templates page. Your e-Signature Template is now ready to use.
If you ever need to edit your eSignature templates, you can just go back to Files & Agreements > Signature Templates and click the template you want to edit.
Table of Sender Fields and What They Do
Please use the below chart as a reference when setting up your autofill fields. The left column is the attribute you see while creating the template and the right column is what it pulls the information from.
Draft Lease |
|
DraftLease.EndDate | Draft lease end date |
DraftLease.EndDate.DayOfMonth | Day of the month for the draft lease end date |
DraftLease.EndDate.Month.Name | Month name for the draft lease end date |
DraftLease.EndDate.Month.Number | Month number for the draft lease end date |
DraftLease.EndDate.Year | Year for the draft lease end date |
DraftLease.Proration.Amount | Draft lease proration amount |
DraftLease.Proration.Description | Draft lease proration description |
DraftLease.Proration.DueDate | Draft lease proration due date |
DraftLease.Rent.Amount | Draft lease rent amount |
DraftLease.Rent.Description | Draft lease rent description |
DraftLease.Rent.Frequency | Draft lease rent payment frequency |
DraftLease.Rent.StartDate | Draft lease rent start date |
DraftLease.SecurityDeposit.Amount | Draft lease security deposit amount |
DraftLease.SecurityDeposit.Description | Draft lease security deposit description |
DraftLease.SecurityDeposit.DueDate | Draft lease security deposit due date |
DraftLease.StartDate | Draft lease start date |
DraftLease.StartDate.DayOfMonth | Day of the month for the draft lease start date |
DraftLease.StartDate.Month.Name | Month name for the draft lease start date |
DraftLease.StartDate.Month.Number | Month number for the draft lease start date |
DraftLease.StartDate.Year | Year for the draft lease start date |
|
|
Lease |
|
Lease.EndDate | Lease end date |
Lease.EndDate.DayOfMonth | Day of the month for the lease end date |
Lease.EndDate.Month.Name | Month name for the lease end date |
Lease.EndDate.Month.Number | Month number for the lease end date |
Lease.EndDate.Year | Year for the lease end date |
Lease.StartDate | Lease start date |
Lease.StartDate.DayOfMonth | Day of the month for the lease start date |
Lease.StartDate.Month.Name | Month name for the lease start date |
Lease.StartDate.Month.Number | Month number for the lease start date |
Lease.StartDate.Year | Year for the lease start date |
|
|
Property |
|
Property.Address.City | Property city |
Property.Address.Country | Property country |
Property.Address.FullAddress | Property full address |
Property.Address.State | Property state |
Property.Address.Street1 | Property street address line 1 |
Property.Address.Street2 | Property street address line 2 |
Property.Address.Zip | Property ZIP code |
Property.Name | Property name |
|
|
Tenant 1 |
|
Tenant_1.AlternateAddress | Tenant 1 profile alternate address |
Tenant_1.CompanyName | Tenant 1 profile company name |
Tenant_1.Emails.Personal | Tenant 1 profile personal email address |
Tenant_1.Emails.Primary | Tenant 1 profile primary email address |
Tenant_1.Emails.Secondary | Tenant 1 profile secondary email address |
Tenant_1.Emails.Work | Tenant 1 profile work email address |
Tenant_1.FirstName | Tenant 1 profile first name |
Tenant_1.FullName | Tenant 1 profile full name |
Tenant_1.JobTitle | Tenant 1 profile job title |
Tenant_1.LastName | Tenant 1 profile last name |
Tenant_1.MiddleName | Tenant 1 profile middle name |
Tenant_1.Phones.Fax | Tenant 1 profile fax number |
Tenant_1.Phones.Home | Tenant 1 profile home phone number |
Tenant_1.Phones.Mobile | Tenant 1 profile mobile phone number |
Tenant_1.Phones.Other | Tenant 1 profile other phone number |
Tenant_1.Phones.Work | Tenant 1 profile work phone number |
Tenant_1.PrimaryAddress | Tenant 1 profile primary address |
|
|
Unit |
|
Unit.Address.City | Unit city |
Unit.Address.Country | Unit country |
Unit.Address.FullAddress | Unit full address |
Unit.Address.State | Unit state |
Unit.Address.Street1 | Unit street address line 1 |
Unit.Address.Street2 | Unit street address line 2 |
Unit.Address.Zip | Unit ZIP code |
Unit.AskingRent | Unit asking rent amount |
Unit.Baths | Number of bathrooms in the unit |
Unit.Beds | Number of bedrooms in the unit |
Unit.MarketRent | Unit market rent amount |
Unit.Name | Unit name or number |
Unit.Size | Unit size (square footage) |
|
|
User 1 |
|
User_1.AlternateAddress | User 1 profile alternate address |
User_1.CompanyName | User 1 profile company name |
User_1.Emails.Personal | User 1 profile personal email address |
User_1.Emails.Primary | User 1 profile primary email address |
User_1.Emails.Secondary | User 1 profile secondary email address |
User_1.Emails.Work | User 1 profile work email address |
User_1.FirstName | User 1 profile first name |
User_1.FullName | User 1 profile full name |
User_1.JobTitle | User 1 profile job title |
User_1.LastName | User 1 profile last name |
User_1.MiddleName | User 1 profile middle name |
User_1.Phones.Fax | User 1 profile fax number |
User_1.Phones.Home | User 1 profile home phone number |
User_1.Phones.Mobile | User 1 profile mobile phone number |
User_1.Phones.Other | User 1 profile other phone number |
User_1.Phones.Work | User 1 profile work phone number |
User_1.PrimaryAddress | User 1 profile primary address |
|
|
Prospect 1 |
|
Prospect_1.AlternateAddress | Prospect 1 profile alternate address |
Prospect_1.CompanyName | Prospect 1 profile company name |
Prospect_1.Emails.Personal | Prospect 1 profile personal email address |
Prospect_1.Emails.Primary | Prospect 1 profile primary email address |
Prospect_1.Emails.Secondary | Prospect 1 profile secondary email address |
Prospect_1.Emails.Work | Prospect 1 profile work email address |
Prospect_1.FirstName | Prospect 1 profile first name |
Prospect_1.FullName | Prospect 1 profile full name |
Prospect_1.JobTitle | Prospect 1 profile job title |
Prospect_1.LastName | Prospect 1 profile last name |
Prospect_1.MiddleName | Prospect 1 profile middle name |
Prospect_1.Phones.Fax | Prospect 1 profile fax number |
Prospect_1.Phones.Mobile | Prospect 1 profile mobile phone number |
Prospect_1.Phones.Other | Prospect 1 profile other phone number |
Prospect_1.Phones.Work | Prospect 1 profile work phone number |
Prospect_1.PrimaryAddress | Prospect 1 profile primary address |