Step 1. You will want to sign in to your Sitelink Web Edition account using your credentials.
Step 2. Click on 'Company' on the left sidebar of the page.
Step 3. Click "Setup".
Step 4. Click on "Electronic Signature".
Step 5. Choose "SiteLink eSign" from the drop-down.
Step 6. Click the checkbox on the top-middle beside "Enable Electronic Leases".
Step 7. Click "OK" and save the changes.
Step 8. Click "Yes" to save changes.
Step 9. Within the setup screen, Click "Form Setup".
For online rentals on your website, we can pull over the Lease, Lease Summary, Insurance, Autopay Authorization, Auto-Protect Agreement, & custom forms.
IMPORTANT NOTE: You CANNOT use a Custom category lease. One of SiteLink's standard lease forms(#1-6) needs to be used as your lease if you want eSign functionality for online rentals on your website.
The lease, or leases, you intend to use must also be marked with an x in the Used column.
Step 10. Highlight your respective lease that you would like to be your eSign form.
Step 11. Edit it by selecting at least one keyword. (See the highlighted section for "lease signing" in blue below).
IMPORTANT NOTE: At a minimum, the lease must have the ESign.Signature1 keyword in order to work!
Step 12. Click "Insert" and select "Keyword".
Step 13. This is your "keywords" list—select one of the keywords from this list.
Step 14. Next, make sure your unit types are using their respective lease. To verify, go back to "General Setup" and click on "Units and Tenants".
Step 15. Click on "Unit Types"
Step 16. In the 'Lease #' column, verify that it's the same number as your lease number.
In this example, we were using lease number 1, and you see all the 1s in the column. If the number is wrong, the eSign functionality will not be available.
Your customers should now be able to sign their leases and other added forms electronically!
If you have any trouble with setup, or if it doesn't appear to be working after you've completed these steps, contact us at help@storagepug.com.