Any uploaded PDF can be converted into a reusable e-signature template and sent to any contact.
Templates can be customized with placeholders for clients, tenants, owners, or managers to complete, making them ideal for recurring documents like lease agreements, move-in checklists, or notices to vacate.
View the image below to see how to assign placeholders to different users.
You can add up to 10 signers to one document. When you select to create a e-signature document, you will be asked the number of signers. After creating the template, you can then choose who signs the document and their order. Since you can reuse this document again and again, It is recommended to give the template you create a clear name and include the number of signers.
Template title example: Unit 402 Lease Agreement June 2025 - 2 Signers
Watch the following GIF to see how to start creating an e-signature document template from the Documents tab under Communications.
With the e-signature template created, you can now use the Signer boxes to assign areas that need attention. Be aware of which signer you are assigning to different spaces in your document.
Watch the following GIF to see how to reorder signers before sending an e-signature document.
Before sending a document for signature, always take time to review it. Click the Preview button shown below to verify the information added to the document. Then click Send Signature Request to send it to the first signer to complete.
The documents will be sent to the contacts for signature in the order you selected. You can track the progress of the signatures by visiting the Signature Requests tab.
Once all signers have completed the document, the document will automatically upload back into DoorSpot under the contact and unit profiles.
