PropertyFile allows you to send your contracts and documents to be electronically signed, using eSigning, direct from your Alto software.

Your agency can manage the progress of your eSign documents from the Home page, resend any not yet completed, and view the fully signed document along with an audit trail report in the associated timeline.

 Note

If you have not yet activated PropertyFile for your agency, this will need to be completed first
For more information on Activating PropertyFile, click here

This article includes: 

eSigning with PropertyFile

Activating eSigning

If you are already using PropertyFile, all you need to do is turn on the eSigning module.  

  1. Click Tools on the main toolbar
  2. On the side menu, under System Tools, click PropertyFile
  3. On Alto PropertyFile Administration, click the Pencil alongside your Domain
  4. The PropertyFile Dashboard will open. Click Manage Modules on the side menu
  5. Scroll down to eSigning and slide the toggle to On
  6. Click Save
  7. Click Confirm

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Configuration options

Once the eSigning module has been activated in PropertyFile, you need to look at some of the configuration options.

  1. Click Notification Settings on the side menu
  2. On the eSigning row, you have 2 tick box options for notification settings
    1. Sender - Tick the Sender box if the member of staff who originally sends the eSign document will be the person who is notified that the document is fully signed
    2. Custom - Tick the Custom box if you'd like a different member of staff to that who sent the document, to receive the relevant notification emails. (You can enter multiple email addresses for these notifications by separating the emails by a comma)
  3. Click Save
  4. Click Confirm

The activation and configuration for eSigning is complete and you can close the PropertyFile tab and go back into Alto. 

 Note

If your agency signs a tenancy agreement on behalf of a landlord, the individual users can be given authority to sign on the landlords behalf by editing their user roles within System Administration.

You will need access to System Administration, to edit your default settings. Your appointed Group Administrator will have access to these permissions
For more information on eSign authorised signatories, click here

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