When creating your PropertyFile Plus instruction letter, you'll need to use the following merge tags to ensure your customer’s details are correctly populated.
Note
These merge tags should only be used for this specific letter template
(These may replace any existing merge tags in your original documents)
You have a variety of options for the merge tags you can use with the E-Sign functionality.
- To dictate exactly where each signature appears, use:
- %esign_signature_tenant1%
- %esign_signature_tenant2%
or
- %esign_signature_owner1%
- %esign_signature_owner2%
You can increase the number at the end of the above tags if you require the signature of more than 2 tenants and/or owners on a document - you'll just need to ensure you have the same number of merge tags as you do tenants and owners who need to sign. The number of the tenant/owner will be determined by the order in which they are shown at the Preparation Stage when you tick to include them in the E-Sign process.
- If all signees will sign in the same place, use:
- %esign_signature_all%
This merge tag will insert a signable field into the document for each party attached to the contract. Each party will then get prompted to enter their signature when signing the document and each signature image will display stacked on top of one another.
- Finally, you can opt to use:
- %esign_signature_owners%
or
- %esign_signature_tenants%
These tags work similarly to %esign_signature_all%, but only insert signature fields for either all owners or all tenants, allowing you to keep them separated on the template.
- Alternatively, you can choose not to include any signature merge tags. The signature will still be digitally captured and will appear at the very end of the document only.
All other information (such as the related property, date and signature block) can be populated by using the standard merge tags.
For more information on document merge tags, click here