eSign authorised signatory

eSigning allows your clients to sign important paperwork online. Your agency is able to manage the progress of your eSign documents, view completed documents, as well as provide an audit trail in the corresponding timeline.

If your agency signs a tenancy agreement on behalf of a landlord, individual users can be set up as authorised signatories, giving them authority to sign a tenancy agreement on behalf of the landlord. 

This article includes: 

• Enable Group Role settings
• Enable authorised signatory
• Disable authorised signatory

Enable Group Role settings

1. Click Tools on the main toolbar
2. On the side menu, under System Tools, click System Administration
3. Click Group Users
4. Click Edit next to the user you want to permit as an authorised signatory
5. Scroll down and select Electronic Signing from the list
6. Click Save

Enable authorised signatory

To set up authorised signatories for individual users:

1. Click Tools on the main toolbar
2. On the side menu, under System Tools, click System Administration
3. Click Group Users
4. Search for the user in the Search bar, filter by Status and Branch (if required)
5. Click Edit next to the user you want to permit as an authorised signatory 
6. Scroll down and tick Authorised Signatory
7. A warning message appears, click OK
8. Click Save

Disable authorised signatory

1. Click Tools on the main toolbar
2. On the side menu, under System Tools, click System Administration
3. Click Group Users
4. Search for the user in the Search bar, filter by Status and Branch (if required)
5. Click Edit next to the user you want to disable as an authorised signatory
6. Scroll down and untick Authorised Signatory
7. Click Save

Related articles: 

Activating eSigning

Sending documents for eSigning