Setting the Default / Designated E-Signer
1. Go to Account Settings. Scroll down to select the "E-Signing" option.
2. Select your default signer from the drop-down menu and Save.
3. Once you have designated the default signer, you may go to Forms & Docs or Document History to send out previously created documents with the designated signer listed. If you are creating new forms, then the new designated signer should default during the signing process.
*NOTE: The default signer will be auto-selected for e-signings on this account. Users can override the default signer if they have the user permissions allowing them to do so. If they have to override the default e-signer, then that will be completed during the e-signing process.
The E-Signing Process
1. When creating a new document, the initial process is the same. Go to Forms & Docs >> Print for a Single Unit >> Select the appropriate form(s) and the necessary information >> Sign Electronically.
2. You will see the residents signer(s) and the Owner / Agent that is the designated/defaults signer. Under the Owner / Agent the box should already be checked, indicating that the Owner / Agent is a designated default signer.
3. Users with user permissions that allow them to modify the Owner Agent selected signer may still use the drop-down menu to do so. If the name of the desired signer's name is not found in the drop-down menu, the signer may be added manually by going to Add a Signer, entering their first and last name, and selecting Add.
4. Once you have confirmed the signer, select the Confirm Signers button and complete the e-signing process just as you always have in TenantTech. The designated / default signer will receive the notifications to be informed when the resident(s) have completed their signing.
User Privileges
The Company Administrator is responsible for setting and adjusting user privileges. To access the user privileges, they will go to Settings >> Users >> User Privileges.
