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E-sign request questions

Find help with recipients, uploads, delivery and access.

Open the existing request so you can check its saved status and recipients.

Signer information

If a name, email or role is wrong, follow Correct a recipient on an e-sign request. Adding a tenant to the lease does not add them to a request that was already sent.

Uploads and preparation

Prepare for e-sign accepts a PDF. Use an unsigned, unlocked original under 30 MB with 1 to 400 pages. If it will not open, export a fresh readable PDF and check the pages before uploading.

In Prepare for signature, each signer needs their own valid email and a Signature or Initials field. Date signed, Text box, Checkbox and Dropdown fields do not replace that requirement.

Receiving and signing

Use the signing link sent to the intended email. Check spam and the saved address. The landlord can open the request and use Send a reminder when offered. Signing order may mean another person must finish first.

After completion, the landlord can open Signed PDF. Renters can check My Lease or My Documents for documents available to them.

Access and payment

Review the access and payment details shown for this document. Continue to payment, when offered, is separate from sending. A saved upload or prepared layout does not confirm a sent request.

Check the result

  • You know which saved request, contact detail or preparation requirement to check.

FAQs

Why is someone missing or listed with the wrong role?

Inspect the request Signers. Correct an unsigned draft in Edit fields. For a sent request, review cancellation and prepare a replacement with the intended recipients and field assignments.

Does updating a tenant profile change a sent request?

No. Check the address recorded on the request and follow the recipient-correction guide.

Why did only one person receive an email?

Check Signing order, each saved email and spam folders. Use Send a reminder for an eligible waiting request. A phone number alone does not replace the required email.

What if sending fails or the status will not load?

Reopen the existing request and check its status before retrying. If it remains unclear, contact support with the request reference and exact message.

Can I use a signed or password-protected PDF?

For preparation, use an unsigned, unlocked original. Store a completed signed document in Documents when you only need to keep a copy.

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