Howdy, Stranger!

It looks like you're new here. If you want to get involved, click one of these buttons!

SiteLink Support & Sales

Welcome to StorageForum!
If you're new take a look at the StorageForum Terms of Use and don't forget to check out Daily Dilbert!

How Do I Start Using SiteLink eSign?

SiteLink_SystemSiteLink_System NA ✭✭
edited June 2019 in SiteLink eSign™


What is SiteLink eSign?

SiteLink eSign provides lease auditing and the ability to collect a legally binding electronic signature from customers when using SiteLink Web Edition. SiteLink eSign is a FREE service included in your SiteLink Web Edition software subscription.

Electronic signatures allow tenants to electronically sign leases, letters and forms from anywhere using a signature pad, mouse, keyboard, or a finger/stylus and touchscreen like a smartphone or tablet. Electronic signatures also allow you to email customers a link to sign a lease, letter or form. It integrates with websites for complete online rental, as well as document management and lease auditing through the SiteLink eSign Console.


How do I enable eSign?

First, make sure you are logged into SiteLink Web Edition. If you need help logging in, please contact your account admin or Tech Support at [email protected].

1. Click Setup at the top of the main screen.

Tenants

2. Click eFile Management.

setupmenuesign

3. From here, click the drop-down menu and select SiteLink eSign.


esign3

4. To enable electronic leases, select the checkbox to the right of the drop-down menu.

esign4

5. If you would like to CC the facility email address each time a lease or document is submitted to a tenant, click the CC site when emailing documents checkbox. If this box is checked, SiteLink will automatically CC the email designated in Company Information under setup.

6. With the required options selected, click OK to save your changes.


Enable forms for eSign

Next, you need to enable your forms for use with eSign.

  1. Navigate back to the Setup screen.

  2. Click on Form Setup




3. Highlight the specific form you want to make available for eSign with and click on edit under the letter category.



4. Click on the place in the document where you would like it signed and add verbiage to let the customer know to sign. For example “Tenant Signature”.

5. To the right of the call to action, click on Insert at the top of the screen. Choose “keyword”.

  • If the signature is mandatory choose ESign.Signature1.  

  • If the signature is optional choose the keyword Esign.Signature1Optional.



Sign In or Register to comment.