Prepare your own document for e-signature
Upload a PDF, choose who signs and review the request before sending.
On this page
Upload and prepare
- Open Upload a document and choose Prepare for e-sign.
- Choose one PDF. After selecting the file, check Title, Category, Destination folder and the privacy setting, then select Upload document.
If the document is already stored
In Documents, open the file action menu and choose Get it e-signed when offered. Review the PDF and signers before sending.
For a fully signed file that only needs storage, choose Store a document during upload. Another signing request is not needed.
Choose signers and place fields
- In Prepare for signature, review Signers. To add someone, choose Renter or Guarantor under Add a signer role, then select Add role. Select each added signer and enter their full name and email.
- Choose a signer and place their Signature or Initials field on the page. Add Date signed or other fields where needed. Repeat for every signer.
- Choose Signing order and optionally add Message to signers. Select Review & send to save preparation and open the review.
- Check the document and recipients. Review any payment prompt, then select Send for signature. Open E-sign tracker to follow progress.
Other ways to start
| Document | Where to start |
|---|---|
| Rentari lease | Complete the lease builder, review the document and use Send for e-signature. Use Advanced editor for document changes before sending. |
| Lease addendum | Open the lease and choose Build a lease addendum. Complete the form and review the generated document and selected signers. |
| Reusable document | In My templates, choose Create a template to save a PDF layout and roles. Choose Use on a saved template, assign current signers and review the fields. |
Before you send
Review every page, attachment and signer assignment. Review & send saves PDF preparation; Send for signature sends the request. Do not assume unsaved field changes will remain after leaving.
Check the current access or payment details shown for your request. Signing order can be Renters, then landlord; Landlord, then renters; or Any order.
After signing
When everyone has finished, open the completed request and choose Signed PDF. For an addendum, also check the rental terms and scheduled charges against the signed change.
Check the result
- After Send for signature succeeds, E-sign shows the request and its signer states.
FAQs
Does uploading send the request?
No. Upload document stores the PDF and opens preparation. Review the fields and recipients, then use Send for signature.
Can I upload several files or a Word document here?
This upload accepts one file. Prepare for e-sign requires a PDF. Export your document to PDF and check every page before uploading.
Is a date field enough?
No. Each signer needs a Signature or Initials field assigned to them. Other fields can be added as needed.