Electronic Signatures with Dropbox Sign

In Rentec Direct property management software, you can send out documents such as leases and agreements that will not only auto-fill information from your Rentec Direct account but also allow you to collect signatures and initials electronically. 

Rentec Direct has integrated Dropbox Sign (formerly known as hellosign) directly into the software, so you are already signed up. 

Forms can be created from available templates, by creating a new custom form, or by uploading a form you currently use. 

For more information on adding and customizing forms:

• Adding Forms
• Custom Forms Editor

Sending Forms for Electronic Signature to Tenants and Owners

In your Rentec Direct account:

1. Click Tenants or Owners
2. Right-click on the Tenant or Owner and select Forms
3. Using the dropdown, select the Form you would like to send that needs a signature and/or initial 
4. Choose the form you would like to send out from the form drop-down menu at the top 
5. If there are Co-Tenants or others that need to sign, click on "Add Signer" to automatically add their information to the form
6. Click the Send Out for Electronic Signature button when ready

Note:  If you'd like to send a test first, click the send test button instead. Test documents will not be added to your count. 

Checking the Status of an Electronic Signature 

1. Click Summary 
2. In the Quick Access section at the bottom of the page, choose Signature Requests 
3. From here, you can choose pending, completed, canceled, or declined using the buttons at the top right   
   
4. To view the detailed status of your signature request, click on the item or the hourglass icon 

Note: This page 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 next. You can also send a reminder or cancel the request from this page.

User Permissions

If you are using Rentec Pro or Rentec PM and have added subusers, you can specify whether these accounts have permission to add or edit Forms.

The following steps will walk you through setting permissions for allowing access to forms.

In your Rentec Direct account:

1. Click Settings
2. Under the People option, choose Managers & Users
3. Click the Permissions link for the user whose permissions you wish to edit
4. Change Allow access to Forms to YES
5. Click Save Changes 

Important Note: There are other forms options available to customize for your users. Please use caution when granting permission to send Forms electronically. Electronic forms are legally binding documents and may also incur charges on your account.

Electronic signatures: $2.50/ea if the signature count exceeds 15% of  property count. (For example: if you have 100 units, your first 15 electronic documents per month are free). This would be extremely rare and is a precaution to ensure we can always offer this service free to everybody.