Sending lease agreement to the tenants via DocuSign
Once applicants are approved for a property, we send them the residential lease agreement via DocuSign for signatures and to gather additional information. This is a standard document used for all tenants.
Process for Preparing and Sending Lease Agreements via DocuSign
1. Log In to DocuSign:
- Access your DocuSign account and upload the lease agreement.
- The lease agreement is prepared in ZipForms by the Executive Assistant or Property Manager.
2. Select the template:
- Upon uploading, a popup will appear to select the appropriate template (e.g., "Residential Lease - 3P," which includes two approved applicants and one property manager).
- Choose the template based on the recipients.
3. Add Recipient Details:
- Retrieve the approved applicants’ names and email addresses from the application page.
- Enter the recipient details and email subject at the bottom. Click next.
4. Reviewing the document and adding fields:
- Review and add necessary fields, such as:
- Signatures: For tenants and property managers.
- Initials: At the bottom of every page.
- Dates signed and text boxes as required.
5. Emergency Contact Information (Page 16):
- Add text boxes for the tenants to fill in their emergency contact information.
6. Signature Fields (Page 17):
- Add signature fields for the tenants and property manager.
7. Addendums:
- Appliances Addendum: Verify the information provided by the Executive Assistant or Property Manager in the email. Add 'owner' if the owner furnishes the appliance. Add 'Tenant' if the appliance is furnished by the tenant.
- Military Addendum: Typically, initials are required for "I'm not in the military." If different information is applicable, it will be noted in the email.
the tenant furnishes the appliance
8. Mandatory Documents:
- Rental Flood Disclosure: Add signature fields for this mandatory document, included in every lease agreement.
- Lead-Based Paint Addendum: Include this addendum and add signature fields if the property was built before 1978.
9. Finalize and Send:
- Review the document thoroughly to ensure all required fields are added.
- Send the lease agreement to the recipients for signatures.