Note
Italicized terms represent clickable icons on the specific screen being discussed.
Terms in blue are links to additional information about the described functionality.
Depending on which property management software your company uses, you may have slightly different tabs asking for slightly different information than described here. Please check with your management team for specifics.
Email eSign documents - Note: Email is the default method to send the eSign agreement.
- (A) Template dropdown - Click to access additional message templates.
- (B) Subject - A default subject will display. Edit as necessary.
- (C) Email Message - A default message will display. Edit as necessary.
- (D) Email Address - The primary email address listed in the Lead’s record will appear. Edit as necessary.
- (E) Back - Click to return to payment information.
- (F) Send eSign - Once all edits have been made to the subject and message, click to send the documents.
- (G) Email Sent confirmation - After clicking Send, this message appears as confirmation that the email was successfully sent.
Text eSign documents
- (H) Text - Click to text the eSign documents.
- (I) Template dropdown - Click to access additional message templates.
- (J) Text Message - A default message will display. Edit as necessary.
- (K) Phone Number - The primary phone number listed in the Lead’s record will appear. Edit as necessary.
- (L) Back - Click to return to payment information.
- (M) Send eSign - Once all edits have been made to the subject and message, click to send the documents.
- (N) Text Sent confirmation - After clicking Send, this message appears as confirmation that the text was successfully sent.
View eSign documents
- (O) Link - Click to access, download & print eSign documents
Complete eSign Process
- (P) Done - Click to close the Move-In window. The system will take you to the newly created Customer card.
