To use this feature, you need:
✅ Software permission enabled to edit/create document templates
✅ Software permission enabled to send ad hoc documents to a single tenant
✅ Emailing enabled
✅ Optional: A paired device
✅ Optional: SMS enabled (if you’d like to send documents via SMS)

Your software gives you the ability to require a tenant’s signature on any document and send that document to tenants via SMS, email, or a paired device at your facility to gather their signatures. This functionality simplifies numerous processes at your facility, from insurance enrollment and leases to policy agreements and addendums.

Setting up E-sign for your documents is simple, and sending them only takes a few quick steps. This guide will assist you in:

• Preparing documents for e-sign
• Sending documents to tenants via email
• Sending documents to tenants via SMS
• Sending documents to a device for e-sign
• Keeping track of signed and unsigned documents

Preparing documents for e-sign

There are a broad range of document bracket replacements built into storEDGE that populate information into documents for you. To prepare a document for e-sign, all you need to do is add the appropriate bracket replacements to your documents to gather signatures. If you are already gathering signatures electronically at move-in, you might already be familiar with this process.

📖 You can read all about preparing documents for e-sign on our help site. It will guide you through the steps of setting up your documents and ensuring they are ready to be sent for a signature.

⚠ To prepare documents for e-sign, you’ll need the software permission Edit/Create document templates enabled. You'll find this in your facility-level permissions.

Sending documents to tenants via email

⚠ To send documents to tenants, you’ll need the software permission Send ad hoc documents to single tenants enabled for your role.

You can send any document that has been prepared for e-sign to a tenant’s email easily from their tenant page. To do so:

1. At the top of the tenant page, click Send Document.
2. Under Method, select Email.
3. Select the document you’d like to send from the Document dropdown. Any document prepared for e-sign will populate into this list. Additionally, documents labeled as Ad hoc type documents will populate and can be sent.
   

   ⚠ If you don’t find the document you’re looking for in this list, go back to your document templates and ensure that the document you’re looking for was set up for e-sign properly.

   
4. Click Send.
5. The email will be sent automatically. You can preview the email if you wish by clicking Preview Email.

Your tenant will receive you email with a link to the document that needs to be signed.

When the tenant clicks the link, the document will open and they can sign the document. If they receive the email on their computer, they can use their mouse to sign the document. If they receive the email on their smartphone, they can sign using their touchscreen.

Sending documents to tenants via SMS

⚠ 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 only 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.

⚠ If you don’t find the document you’re looking for in this list, go back to your document templates and ensure that it was set up for e-sign properly.

To send a document to a tenant via SMS:

1. At the top of the tenant page, click Send Document.
2. Under Method, select SMS. 
   

   ⚠ The SMS option will not appear if the tenant does not have a phone number on file.

3. Select the document you’d like to send from the Document dropdown. Any document prepared for e-sign will populate into this list. Additionally, documents labeled as Ad hoc type documents will populate and can be sent.
4. Click Send.

The tenant will receive your SMS with a link to sign the document.

Once they click the link, they can sign the document they same way they would via email or if they were present at your facility.

Sending documents to a device for e-sign

You can send any document that is prepared for e-sign to a paired device to gather a signature. This is convenient for situations when a tenant is physically present in your office. Before a document can be signed on a device, you must pair the device you’d like to use.

📖 Read about pairing a device to be used with e-sign on our help site.

Once you have a device paired, you can follow the same steps for sending a document as you would for email. Just select Device rather than email and select the appropriate device if you have more than one device paired.

Keeping track of signed and unsigned documents

You can keep track of documents that remain unsigned through notifications on your Task List. Additionally, the Communication Tab provides details about whether or not a document that you’ve sent out still needs to be signed.

📖 Read more about keeping track of unsigned documents on our help site.