custom forms & esignatures

Access the webinar recording here: Custom Forms and eSignatures with DocuSign

As a property manager or landlord, one of your many tasks is creating and executing important contracts and paperwork for your tenants, owners, and business. With the help of Rentec Direct, you can create, process, store, and sign all these important forms related to your rental business.

Rentec Direct recently hosted a value packed webinar exploring the Custom Forms and eSignatures with DocuSign features available in your property management software. The webinar included relevant information from your Director of Client Experience, Janell Kittleson, and Heather Peake from the Rentec Direct Success Team.

This webinar is perfect for our clients who want to understand how to use custom fields to populate data from your Rentec Direct account into lease templates or other documents created in the Custom Forms Editor. You’ll also find simple ways to send documents via DocuSign to obtain an eSignature from the recipient. eSignature capabilities are essential for executing lease agreements online with your residents.

You’ll also find ways to access common templates used by landlords and property managers, like a Pay Rent or Quit Notice, Security Deposit Deduction Letter, Move In/Move Out Checklist, Residential Lease Agreement and others.  All forms created in your software can be printed, emailed, shared and stored.

Access the webinar recording here: Custom Forms and eSignatures with DocuSign

Topics Covered

  • Custom Fields
  • DocuSign Functionality
  • Best Browsers For Users
  • Program Default Settings
  • User Permission Settings
  • How to begin a new custom Form
  • Import Existing Forms
  • Form Templates
  • Printing Forms
  • Emailing Forms
  • Sending Forms through DocuSign
  • Sharing Completed Forms to portals
  • Upcoming Events & On-Demand Learning Options

Helpful Links


NEED HELP?

Webinar Questions:

Janell: j@rentecdirect.com

Account Questions:

Client Support: Monday – Friday, 6am – 5pm, Pacific,
Phone: 800-881-5139 x2
Email: success@rentecdirect.com


Upcoming Webinars

For a schedule of upcoming webinars, click here.

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