Whenever you send an E-Signature Document, it will automatically save to the card from which it was sent as a link to the document. Let’s review how to download and print the completed E-Signature Document.
How to Download and Print the Completed E-Signature Document
You can download an E-Signature document to upload it to your Property Management Software. You can also print it.
- View E-Signature Documents.
- Click on the three vertical dots to access the Actions menu.
- Select Download as a PDF or Print Document.
Download as a PDF
- Will open in another browser tab for you to view and download.
Print Document
- Your system print screen will pop up.
Make sure that you allow pop-ups in your browser.
Frequently Asked Questions
- I have 2 way sync enabled with my integration. Will E-Signature document files upload into my Property Management Software (PMS)?
No. You’ll need to download to your computer and manually upload to your PMS. The E-Signature Document will remain linked to the contact on their contact record and the location (Portfolio, Building, Unit, Lease) that you sent the document from.