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, 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 the permission for Group Roles
• Enable the Authorised Signatory
• Disable the Authorised Signatory

Enable the permission for Group Roles

First, you'll need to add the permission ElectronicSigning to the relevant Group Role(s).

1. Click Tools on the main toolbar
2. In the dropdown menu, click Templates and admin
3. On the side menu, under System Tools, click System Administration
4. Click Group Roles
5. Click Edit next to the relevant Group Role
6. Scroll down and select the relevant level of access (Read/Write, Full) alongside ElectronicSigning
7. Click Save

Enable the Authorised Signatory

You can now set up authorised signatories for individual users who hold that role:

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

Disable the Authorised Signatory

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

Related articles: 

Activating eSigning

Sending documents for eSigning