Files & Agreements
Store lease documents and attachments, and send agreements for electronic signature — all in one place.
By Samuel1 author15 articles
Files
Upload, organize, tag, and share files with tenants and owners across properties, units, leases, and people.
- Upload a New File to DoorLoopUpload files to tenants, leases, properties, tasks, and more in DoorLoop — attach contracts, receipts, photos, and documents to the right records.
- Supported File Types in DoorLoopYou can upload a wide variety of file types in DoorLoop. Here's a list of what is supported.
- Edit or Delete a FileEdit file names or delete uploaded files in DoorLoop — works for files attached to leases, tenants, tasks, vendors, and properties.
- Manage Your File TagsCreate and manage File Tags (File Categories) in DoorLoop to sort and organize uploaded documents across your entire portfolio.
- Search Files With File TagsSearch and filter files in DoorLoop using File Tags — quickly locate leases, invoices, and inspection photos by document category.
- Share a File With a Tenant or an OwnerShare uploaded files directly with tenants or owners through the DoorLoop Tenant Portal or Owner Portal—keeps document exchange organized without email.
Electronic Signatures
Send, track, and collect e-signatures on leases and other documents without leaving DoorLoop.
- Signature Templates vs Signature RequestsUnderstand the difference between Signature Templates (reusable layouts) and Signature Requests (individual send-outs) in DoorLoop's eSignature workflow.
- Create an Electronic Signature TemplateCreate Electronic Signature templates to speed up the process of sending out commonly used documents for signing.
- Electronic Signature Template Fields OverviewUnderstand every field type available in DoorLoop's electronic signature templates—covers auto-fill fields, signer fields, date stamps, and initials.
- Automatically Fill in Lease Information with Your Electronic Signature Request TemplatesYou can set autofill fields in your e-Signature Templates using the Sender fields. Here's how.
- Create a General Electronic Signature RequestSend lease agreements and other documents for eSignature through Dropbox Sign, then track signing status and store completed documents in DoorLoop.
- Request Electronic Signatures After Creating a Lease Renewal Contract or a New LeaseSet up and send an electronic signature request from a new lease or lease renewal contract, including templates, signers, and fields.
- Change the Name that Appears on Electronic Signature Request EmailsChange the sender name on e-signature request emails in DoorLoop — customize it per user or set a default at the company level.
- View and Download Completed Electronic Signature RequestsView all your completed electronic signature request documents for review or if you need to download them for your records.
- Edit, Duplicate, Download, Rename, or Delete an Electronic Signature TemplateManage your electronic signature templates in DoorLoop — edit, duplicate, download the files, rename, or delete a template.