Using E-Sign Documents

Getting Started

This guide will show you how to create and use electronically signable documents (E-Sign) on iamproperty CRM.

To use E-Sign you need;

1. Documents with E-Sign enabled and E-Sign tags added.
2. A Business Pro DocuSign Plan
3. E-Sign enabled on iamproperty CRM account

These steps can be taken during the on-boarding process, or if you are already using Iamproperty CRM, Tech Support can assist with this if required.

Enabling a Document for E-Sign

Enabling a document for E-Sign is done via My Account, Control Centre configuration settings. 
From there go to the left hand menu and click on Letters.

Letters

From Control Centre/Configuration, ensure the correct branch is selected. 

This is at the top left side of the screen.

Then  select ‘Letters’ from the left-hand menu.

This will show your available letter templates. 

Switch the ‘E-SIGN’ toggle on for the letters which you would like to also make available as E-Sign documents.
If you need to Add a new Letter click ‘+ Add Letter’ at top of screen.
E-Sign documents need to have the E-Sign merge tags added, this can be done in Letters by clicking the ‘Pencil’ icon and adding the ‘merge Tags’ for E-Sign.

Using E-Sign Documents

To use your E-sign document, the process is very similar to using a normal letter template.

Navigate to the point within iamproperty CRM where you would generate your letter.

If the letter is enabled for E-Sign it will show on the screen.

Or 3 line menu and go to Esign it’s the same process.

Search for and select the E-Sign letter you would like to use and click ‘Generate’.

You will then be able to check the correct records are being selected before you click ‘Generate’ again to continue.

Click on ‘Landlords’ to view Landlord names and ‘Tenant’ to view the Tenant names.

This will open the letter merge screen. Scroll down to the merge fields (highlighted with the use of << >>).
 
Click on ‘View Merged Data’ (top-left) to check the correct information is being merged.

N. B. If you need to edit, ensure that this is done with ‘View Merged Data’ switched off, otherwise this will cause an error. Once the edits have been made, you can switch ‘View Merged Data’ back on to check your edits.

Once you are happy with the document, click ‘Save to E-Sign’. 

You will see a confirmation message (top-right) showing the document has been created successfully.

Click Close (top-right).

E-Sign

The document will now appear in the E-Sign dashboard,

Lettings, General, E-Sign, or Sales, E-sign

As well as in the E-Sign tab of the recipients records within iamproperty CRM.
iamproperty CRM will remain on the letter merge screen, allowing you to choose other options as required.

Click on select E-Sign to take you to the E-Sign Dashboard. 

Clicking the Three-line menu next to your document will the give the options of Send, Status, Download Document, Cancel, Hide.

‘Status’, (when selected) shows date created and completed, as well as whether the message has been sent and completed by the recipients/signatories. 
Click ‘Send’.
The document will then send via DocuSign to all recipients at once or sequentially depending on whether or not you have selected ‘USE SEQUENTIAL SENDING’ within your settings. Sequential sending will send the document to each signatory individually, one after the other after being signed by the previous recipient. 

These settings can be found in Control Centre, Configuration, E-Sign.