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Manage Documents and eSignatures

Centralize your records of lease agreements, reference guides, and more, all in one place.

Store files in one place and send any PDF for e-signature.

Process flow

Communications → Documents → Upload → Add template → Add signers → Send → Track in Signature Requests

Upload documents

  1. Go to Communications > Documents.

  2. Click New + and select Folder to create a folder, or File to upload one.

  3. Click Click to upload or drag and drop your file (max 10 MB). You can add File tags if you like.

  4. Click Save.

To manage a file, use its ⋮ menu to Download, Make a copy or Copy link. You can also tick one or more files and use Actions to Move, Share or Delete them.

Create an e-signature template

  1. Click a PDF's name, then click Add template.

  2. Enter a Title and the Number of Signers.

  3. Set the Guest Fields and Service Fee Fields. You can't change these after the template is created.

  4. Set the email Subject and, if you want, a default message.

  5. Click Create signing template, or Create and send to send it now.

Send for signature

  1. In the E-Signature Request panel, choose a template and click Next.

  2. Add each signer from a reservation, from your contacts, or with Add new signer. Then click Next.

  3. Review the request and send it.

Track requests

Go to Communications > Signature Requests to see each request's progress and status. Click the … menu on a request to View Details or Download the signed document.

Good to know

  • Each file can be up to 10 MB. When you share files by email, the attachments can add up to 10 MB in total.

  • Files with a pen icon next to their name are already signing templates. Click the file name to edit the template's title or email details.

  • Choose enough guest and service fee fields for your busiest reservation, because you can't change them later.

  • Include the number of signers in a template's title, e.g. Unit 402 Lease – 2 Signers, so your team picks the right one.

  • A signature request goes to each signer in turn, starting with the first.

  • The Status filter in Signature Requests covers all six real statuses: Pending, Completed, Declined, Cancelled, Bounced, and Error.

▶️ Watch the following video to see how you can organize and add files to DoorSpot.

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