Sign Inventory
Sign the inventory
The inventory can be sent for signing like Tenancy Builder. You must have done the following first:
- created a template
- created an inventory PDF via the template
Please follow these steps to sign:
- Go to the Templates list
- Click the small triangle on the left of the template to expand the record and show all inventories for that template
- Read the confirmation disclaimer, tick the box and click submit.
100 credits will be used for digital signing (same as with Tenancy Builder).
The inventory will automatically expire after seven days if not signed by all parties.
When sent, it will first go to the inventory clerk (the person who prepared the inventory as entered on the parties list). Then, it will go to each tenant listed.
The emails can be the same for different parties (e.g. two tenants can use the same email address).
Events
To view the events, click the small triangle on the inventories list to expand the record and display all events.
Events include when an envelope was opened, signed, completed, etc.
Download after signing
From the actions button, clicking download will download the signed version of the inventory.
The final signed version should be downloaded, stored safely, and backed up. Please don't rely on the system for long-term document storage.