E-sign gives your tenants the ability to electronically sign documents that require a signature. There are also features in storEDGE that help you monitor your e-sign documents. You can learn more about activating e-sign in our Implementing E-sign article.

• E-sign at move-in and transfer
• The signing experience
• Viewing documents in storEDGE

E-sign at move-in and transfer

If you have activated e-sign, as you work through the move-in or transfer process, the documentation stage of the process will alert you that a document requires an e-signature.

Clicking Customer E-sign will bring up the Review & Sign Documents screen, where you will have four options:

• Sign now using your computer
• Sign now using a separate device
• Request a signature via email or SMS
• Sign later

If the tenant is present, you have two options for the tenant to sign the rental agreement. You can have your tenant sign using your computer, or send the document to another onsite device to be signed.

Sign now using your computer

To have the tenant sign using your computer, click Sign Now to complete the e-sign process.

storEDGE E-sign using a separate device 

To use a separate device for e-sign, you must first have a device paired with your facility account, which you can do in your software settings. You can read about how to pair a device in our Implementing E-sign article.

To use your paired device during the move-in process, simply select Sign on Device on the Review & Sign Documents screen during the e-sign portion of move-in. Make sure that your device’s browser is pointed to https://www.storedgefms.com/devices. We recommend that you use Google Chrome as your browser.

⚠ If you have two or more devices paired with your facility, this button becomes a dropdown list in which you can select the device you want to use. We recommend a recent version of an iPad or tablet with a 7-inch screen or larger to use with e-sign.

The rental agreement or document that needs to be signed will appear in your device’s browser.

After e-sign has been completed on the device, you can continue the move in process in storEDGE.

Request a signature via email or SMS

If the tenant is not present to sign the rental agreement, you can request a signature via email or SMS, which sends a link for the e-sign process to be completed remotely by the tenant. To request a signature via email or SMS, click Send to Tenant on the Review & Sign Documents screen.

From here, the process is simple. Under Delivery Method in the box labeled Request Signature, you can choose E-mail or SMS. If you choose E-mail, the tenant’s email address will populate from the tenant’s file. Choosing SMS will populate the tenant's phone number. Click Send Request to send the signature request to the tenant. This will send a hyperlink to the e-sign screen to the tenant via email or SMS. Here, they can sign using their finger (if they are using a mobile device), a mouse, or choose a font and type their name, just as they would if they were completing the process with you in person. You will receive a confirmation that the request has been sent.

Please note: E-sign links expire after 7 days but can be resent from storEDGE.

⚠ If you want to use a different email address or phone number than what is entered in the tenant's file for the signature request, you can change it during this process. You will be given the option to update the tenant file with this new information.

Below is an example email and text message that your customer would receive.

Sign later

If you do not have the ability to or would rather not send a signature request via email or SMS, you still have options for completing the move in process without the tenant's presence or having the lease signed right away. Choose Sign Later and the documents will be available in the Communication tab under E-sign. 

If the need arises to cancel the e-sign request because a tenant decides not to move in, you can cancel the e-sign request by accessing the E-sign tab on the Communications tab. Your software will ask you to confirm that you are sure that you want to cancel the request.

If you have canceled an e-sign request, it will be reflected on the Communications tab, and this document will no longer appear on your Task List under E-sign Needed.

The signing experience

Whether accessing from an email, SMS, or in person on a device at your facility, the customer will first see a welcome screen showing the documents that require signatures. They will click OK to proceed.

The tenant can start signing by clicking the Start button. They will be taken to the first field in the document that requires a signature.   They should then click on the field that requires a signature.
The tenant can choose to Draw or enter Text to create their signature. If initials are required, an initial field will appear to the right of the Full name field.
If the tenant chooses to draw their signature, they should click or tap on the Full Name or Initials field to get started.
Then, they will draw their signature using the curser or their finger.   Click Confirm.
Click Adopt and Sign.

Click Next at the bottom of the screen or press the Tab key to jump to the next signature field.    The tenant can simply click each required signature field to apply the signature they created.
The tenant can navigate between documents by simply scrolling down the page. They can also click the dropdown menu in the top left corner to jump to another document and see the status of each document.

When all required fields have been completed, the tenant will see a Finish button at the bottom of the screen.    Click Finish.
Click Submit to submit all completed documents.

Re-send a document for signature

E-sign documents can be re-sent by SMS or email from the Communications tab in storEDGE.

⚠ In order for a tenant to receive any communication from your facility via SMS, including a signature request, you must be sure that the tenant’s file indicates next to the phone number field that they can receive SMS messages. You can enable SMS messaging for a tenant if your facility has this capability. If you want SMS capabilities at your facility, contact customer support and they will activate this feature for you.

E-sign links will expire after 7 days.

If the link has not yet expired, unsigned documents can be resent by clicking the Re-Send button and selecting the delivery method.

If the link has expired, the button in storEDGE will say Re-Generate.

You can then choose the delivery method and enter the tenant's phone number or email.

Viewing and printing documents in storEDGE

You can find E-sign documents that have been signed or need to be signed on the Communication > E-sign tab.

That Status column will indicate the status of a signature request. The Last Request column will display the date of the last request and how many attempts have been made to obtain a signature through an email or SMS request. 

Printing a signed document

Signed documents can be viewed or printed by clicking View.
Click your browser's native Print button to print the document.

Signature Certificate

The last page of a signed document includes a Signature Certificate that shows when and how the document was created and signed for auditing purposes.

Keeping track of unsigned documents

The Task List will help you keep track of unsigned documents under the heading E-sign Needed. Here, you can view how many documents that require a signature remain unsigned at your facility. Documents will appear on this list the day after a signature was requested and not received, or the day after e-signing a document was deferred by selecting Sign Later in the documentation stage of moving a tenant in. Unsigned documents will remain on the task list until E-sign has been completed.

Insert an e-sign link in a Two-Way email

You can include an e-sign link to easily collect signatures on tenant documents if the tenant's unit has unsigned e-sign documents attached to it. Instructions can be found in our article: Two-Way Email . E-sign links emailed to customers will expire after seven days. After it expires, the link will need to be emailed again.