Online Rental- automatically sending Rental Agreement for eSignature

JulieAton

How do you automatically send the Rental Agreement for online rentals?

sonyawiprud

You have to go into the account and send it from letters, e-sign options, then email it to them. 

MamaDuke7

Mine works automatically if they reserve online and I send the rental link for them to complete.  Otherwise, I have to email the documents for e-signature.

JulieAton

I assumed Online Rental didn't require sending links or documents "manually".  What if it is after "office" hours?  Holidays?  I enabled  phone notifications of Reservation & Online Rentals in Corporate Control but I don't think it is working. 

ESS

JulieAton said:

I assumed Online Rental didn't require sending links or documents "manually".  What if it is after "office" hours?  Holidays?  I enabled  phone notifications of Reservation & Online Rentals in Corporate Control but I don't think it is working. 

I could help you test it out? 

JulieAton

Thanks Angela.  I have been testing the entire process as I go.  Hope to have more time this afternoon to work on it!! 

ESS

JulieAton said:

Thanks Angela.  I have been testing the entire process as I go.  Hope to have more time this afternoon to work on it!! 

No problem! If you'd like, you can message me your website and I can help

AnitaJohnson1269

Ours sends to the tenant automatically when they rent online.  I think your web designer needs something from SiteLink to integrate it into the web page. We use Automatit.  Have your web company contact SiteLink and they should be able to get it set up.  Make sure in set up enable e-sign document is checked in the "SiteLink E-sign"

JulieAton

I did a test yesterday and it does create the esign document for online rental.  BUT-  I viewed it and exited. Did not e sign.  Guess what the rental completed.  My card was charged and I was notified of the rental.  As a test customer I received the email with esign information and link. 

i43storage

JulieAton said:

I did a test yesterday and it does create the esign document for online rental.  BUT-  I viewed it and exited. Did not e sign.  Guess what the rental completed.  My card was charged and I was notified of the rental.  As a test customer I received the email with esign information and link. 

Yikes!  Completed without a signature is a problem. 

MamaDuke7

Wow!  I had a customer that signed 2 of the 3 places and it still showed pending until she went back in and did the last one.

What does the document look like in Sitelink?  Does it have a signature?  Or is it missing?

JulieAton

It showed pending but it completed the payment and move in.  I deactivated gate codes!

MamaDuke7

None of my forms have a gate code showing.  They have to get a final notice from me with that info. That way, I make sure all is complete before they have access.

MamaDuke7

None of my forms have a gate code showing.  They have to get a final notice from me with that info. That way, I make sure all is complete before they have access.