Electronic Signatures (Legacy)

This help article contains instructions for the Legacy Version of Rentec Direct. More information about the latest version of Rentec Direct can be found here: The Remodel | Rentec Direct’s Newest Software Update

WIthin the Rentec Direct software, you will be able to send out documents such as leases and agreements and collect document signatures electronically. Our partnership with HelloSign is integrated into the software so you are already signed up. 
  • Before using the eSignature feature, you will first need to create a custom form. More information can be found here: Custom Form Editor
  • Instructions to upload and share signed documents from another program (IE: DocuSign) can be found here:  File Library

Sending Electronic Signature Envelope to Tenants and Owners

Sending a form out to be electronically signed is an easy task. 

In your Rentec Direct account:

  1. Click on the Tenants tab (or Accounts tab is sending to an Owner).
  2. Right-click on the tenant or owner that you would like to send the form to and choose Forms from the menu. 
  3. Choose the form you would like to send out from the form dropdown menu at the top. 
  4. Click the 'Send Out for Electronic Signature' button when ready. 

    Note: If you'd like to send a test first, feel free to click the Send Test button instead. 
Sending out a Form to be Electronically Signed

Checking Status of an Electronic Signature Envelope 

At any time, you are able to view the status of the electronic signature envelope. 
In your Rentec Direct account: 
  1. Click on the Summary tab. 
  2. Click on the Quick Access Links blue tab in the bottom left corner.
  3. Choose the eSign option. 
  4. From here you can choose to show pending, completed, and/or voided/declined envelopes by filtering your search on the left-hand side.

    Check the status of an electronic signature envelope
  5. To view the detailed status of your signature envelope click on  Detailed Status (the blue hyperlink next to your envelope). This will allow you to see who has signed, the date signed, who is up next to sign, and who is in the queue to sign after. 
eSigning Status Details
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