Account/Property setting details are crucial as they determine the details pulled to forms generated in the program. This article will guide you through updating Account/Property Settings that drive Owner/Agent signature information. Changes made will only apply to forms signed after the change is saved in the program. Note that access to this area is restricted based on the user class assigned to the user profile.


 

How to Update Owner/Agent Signature - Single Property Account

  1. Go to Account Settings
  2. Select Owners
  3. Review the selections available for both types of forms (Rental agreements & Applications/Notices).
  4. Select Save before leaving the page
  5. Send forms for signing or counter-sign forms to review updates.

 

Account Settings- Owners-


Video Guide-Signature Settings- Single Property Account

 

How to Update Owner/Agent Signature - Multiple Property Account

  1. Go to Properties/Units
  2. Select the property you wish to update and click the hyperlink - Property Settings
  3. Select Owners
  4. Review the selections available for both types of forms (Rental agreements & Applications/Notices).
  5. Select Save before leaving the page. If you wish to apply the change to more than one property, select the checkbox and save, then select the properties you wish to apply the change.
  6. Send forms for signing or counter-sign forms to review updates.

 

Property Settings- Owners-

 


Other Resources:


Video Guide-Signature Settings - Multiple Property Account