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Documents and e-signature

The document vault

Every file you upload is checked for its real type and scanned for viruses before anyone can open it. Files are served through secure links, never by a raw address. Documents attach to the property, landlord, tenant, tenancy or whatever they belong to, and sensitive ones are only visible to people with the right permission.

Filing inbox

Drop a batch of files into the Filing inbox. The system reads the text and suggests the type, dates and which property each belongs to. Nothing is filed until a person confirms.

Templates and letters

Document templates hold your letters and forms with merge fields such as the tenant name and the rent. Changing the words means making a new version that a second person approves. Generate a letter for one record or for many at once.

E-signature

Send a document for signature under Signatures. Signers do not need an account: they open a link, prove they own the email address with a code, and sign. Every step is recorded in a tamper-evident trail. E-signature is not used to execute deeds.

See also Email and the inbox.

Software assistance, not legal advice. Still stuck? Ask us.

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